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MICROSOFT 🔥: Early look at Microsoft Scout Agent for Microsoft Frontier users. Scout agent is designed for work use cases and was recently revealed at Microsoft Build 2026. Features 👀 > Models from OpenAI and Anthropic, including GPT-5.5 and Claude Opus 4.7 > Multi-step automations with support for browser...

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🚨 AI News | TestingCatalog

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man anthropic is absolutely cooking microsoft. claude now works natively in word, powerpoint and excel. thats 450M users but how the fuck did anthropic beat microsoft co-pilot? it gets worse - microsoft blew $13B creating co-pilot and owns 27% of openai yet no sign on chatgpt. - claude has access to SHARED context across excel, word and powerpoint. they know the footprint of microsoft's users - very valuable AI data. - only 15M microsoft users pay for copilot, so its clear they need to go model-agnostic - this is the 3rd major microsoft product to leverage claude (cowork and deep research are the other 2) very impressive execution from anthropic tbh, they are trying to be everywhere and anywhere - its working
0:57

man anthropic is absolutely cooking microsoft. claude now works natively in word, powerpoint and excel. thats 450M users but how the fuck did anthropic beat microsoft co-pilot? it gets worse - microsoft blew $13B creating co-pilot and owns 27% of openai yet no sign on chatgpt. - claude has access to SHARED context across excel, word and powerpoint. they know the footprint of microsoft's users - very valuable AI data. - only 15M microsoft users pay for copilot, so its clear they need to go model-agnostic - this is the 3rd major microsoft product to leverage claude (cowork and deep research are the other 2) very impressive execution from anthropic tbh, they are trying to be everywhere and anywhere - its working

Ejaaz

473,868 просмотров • 5 месяцев назад

An AI engineer at Microsoft has just revealed how their teams build AI agents using Anthropic (Claude). It’s a free 34-minute workshop delivered directly by the Microsoft team. Save it to your favorites and watch it as soon as possible. 🔖 Opus 4.7 + more than 1,400 MCP tools already ready to use. You connect Claude to an agent → add tools → deploy it to production. It’s way more practical and useful than most of those “vibe-coding” courses that sell for 500).
33:50

An AI engineer at Microsoft has just revealed how their teams build AI agents using Anthropic (Claude). It’s a free 34-minute workshop delivered directly by the Microsoft team. Save it to your favorites and watch it as soon as possible. 🔖 Opus 4.7 + more than 1,400 MCP tools already ready to use. You connect Claude to an agent → add tools → deploy it to production. It’s way more practical and useful than most of those “vibe-coding” courses that sell for 500).

me

411,114 просмотров • 3 месяцев назад

📈 Today, we're launching Agent Mode in Excel on Windows and Mac. An Excel Copilot that can work with you and make edits in your spreadsheet like an expert collaborator. We're also introducing a new, multi-model system that supports both GPT models from OpenAI and Claude models from Anthropic. Wanna try Claude Opus 4.5 natively in Microsoft Excel? We've got you. Give it a shot and let me know what you think.
0:46

📈 Today, we're launching Agent Mode in Excel on Windows and Mac. An Excel Copilot that can work with you and make edits in your spreadsheet like an expert collaborator. We're also introducing a new, multi-model system that supports both GPT models from OpenAI and Claude models from Anthropic. Wanna try Claude Opus 4.5 natively in Microsoft Excel? We've got you. Give it a shot and let me know what you think.

Trevor O'Brien

74,821 просмотров • 7 месяцев назад

He is 17 already builds LLM solutions for Anthropic and Microsoft and makes $200k+ a month - and at Stanford shared how: 00:12 - how Opus 5 builds an LLM solution that Anthropic will buy for millions 28:34 - LLM agent that replaces 50 engineers - how to build it in 60 minutes 49:47 - how to reach $200k a month at 17 with no experience building LLM after watching I realized the LLM solution I had been putting off for years - Opus 5 builds it in an hour and sells it for $100k in a week. save & watch - the article below is a step by step guide to build an LLM solution and sell it to Anthropic or Microsoft.
1:16:47

He is 17 already builds LLM solutions for Anthropic and Microsoft and makes $200k+ a month - and at Stanford shared how: 00:12 - how Opus 5 builds an LLM solution that Anthropic will buy for millions 28:34 - LLM agent that replaces 50 engineers - how to build it in 60 minutes 49:47 - how to reach $200k a month at 17 with no experience building LLM after watching I realized the LLM solution I had been putting off for years - Opus 5 builds it in an hour and sells it for $100k in a week. save & watch - the article below is a step by step guide to build an LLM solution and sell it to Anthropic or Microsoft.

Noisy

20,453 просмотров • 11 дней назад

Microsoft launched "Agent Mode" for Outlook, moving Copilot from a writing assistant to an active inbox and calendar manager. It is currently rolling out to users in the "Frontier" early access program. Unlike previous versions that simply drafted replies, Agent Mode can autonomously triage your inbox, prioritize critical threads based on your specific working relationships, and even reschedule meetings by cross-referencing availability across multiple participants.
0:23

Microsoft launched "Agent Mode" for Outlook, moving Copilot from a writing assistant to an active inbox and calendar manager. It is currently rolling out to users in the "Frontier" early access program. Unlike previous versions that simply drafted replies, Agent Mode can autonomously triage your inbox, prioritize critical threads based on your specific working relationships, and even reschedule meetings by cross-referencing availability across multiple participants.

Wes Roth

51,297 просмотров • 4 месяцев назад

EXCLUSIVE: Microsoft just launched Copilot Vision in Edge—the first AI that can navigate the internet with you in real time. I sat down with Mustafa Suleyman (CEO of Microsoft AI) to discuss how it works, infinite memory, AI companions, agents, and more. Timestamps: 0:00 Intro 0:58 Microsoft Copilot Vision rundown 02:35 Initial reactions and use cases 04:57 How Copilot Vision works 06:02 Teaching AI to remember 08:13 How Microsoft AI is differentiating from OpenAI 09:27 The push for the true AI companion 11:28 Living with a co-intelligence in 10+ years 14:04 How Microsoft handles your data 16:11 When and how can you try Copilot Vision? 18:15 Agentic AI that controls your computer 20:25 What's next: support, gaming, and more 22:34 Preparing the next generation with Copilot 25:11 Mustafa’s advice for students and businesses
26:21

EXCLUSIVE: Microsoft just launched Copilot Vision in Edge—the first AI that can navigate the internet with you in real time. I sat down with Mustafa Suleyman (CEO of Microsoft AI) to discuss how it works, infinite memory, AI companions, agents, and more. Timestamps: 0:00 Intro 0:58 Microsoft Copilot Vision rundown 02:35 Initial reactions and use cases 04:57 How Copilot Vision works 06:02 Teaching AI to remember 08:13 How Microsoft AI is differentiating from OpenAI 09:27 The push for the true AI companion 11:28 Living with a co-intelligence in 10+ years 14:04 How Microsoft handles your data 16:11 When and how can you try Copilot Vision? 18:15 Agentic AI that controls your computer 20:25 What's next: support, gaming, and more 22:34 Preparing the next generation with Copilot 25:11 Mustafa’s advice for students and businesses

Rowan Cheung

268,106 просмотров • 1 год назад

🚨 do you understand what just happened to Microsoft.. - They spent $13 billion on OpenAI. - Branded Copilot on every product they own. - Teams, Word, Excel, GitHub, Outlook, Windows itself. The result: fewer than 4.5% of 450 million Microsoft 365 users actually pay for it. So the fix is - another Copilot app.. → GitHub Copilot: separate app → Copilot Chat: separate app → Copilot Cowork: separate app → New "Autopilot": separate app → Super app to combine all of them: new separate app Internal slogan: "Delivering one Copilot" Meanwhile GitHub Copilot - the one product that actually works - is getting eaten alive by Cursor, Claude Code, and Grok Build. Microsoft didn't build too little AI. They built too much, in too many places, for too few people to care.
0:22

🚨 do you understand what just happened to Microsoft.. - They spent $13 billion on OpenAI. - Branded Copilot on every product they own. - Teams, Word, Excel, GitHub, Outlook, Windows itself. The result: fewer than 4.5% of 450 million Microsoft 365 users actually pay for it. So the fix is - another Copilot app.. → GitHub Copilot: separate app → Copilot Chat: separate app → Copilot Cowork: separate app → New "Autopilot": separate app → Super app to combine all of them: new separate app Internal slogan: "Delivering one Copilot" Meanwhile GitHub Copilot - the one product that actually works - is getting eaten alive by Cursor, Claude Code, and Grok Build. Microsoft didn't build too little AI. They built too much, in too many places, for too few people to care.

Kursakov

31,262 просмотров • 3 месяцев назад

Introducing LobeHub: Agent teammates that grow with you. LobeHub is the ultimate space for work and life: to find, build, and collaborate with agent teammates that grow with you. We’re building the world’s first and largest human–agent co-evolving network. Two years ago, we built LobeChat, an open-source interface for using different AI models. Today, LobeChat has 70k+ GitHub stars and serves 6M+ users worldwide. How to fully unlock the power of models has always been a shared mission between us and the community. We started with interaction — a fundamentally new, agent-first experience. Agents are no longer passive tools invoked in a single conversation. They should be proactive, always-on units of work. Treating agents as the minimal atomic unit is also the core of our agent harness infra. Today’s agents are mostly one-off executors. Even with memory, it’s often global — and hallucinates. We build long-term agent teammates that evolve with users. Each agent has its own dedicated memory space, editable by users, allowing humans and agents to co-evolve over time. This, in turn, allows us to design clearer rewards for reinforcement learning and create cleaner environments for continual learning. Agent teammates can work in groups. Through a multi-agent system, agent groups operate faster, more cost-effective, and go beyond what single-agent systems can achieve. For example, a single agent often requires heavy user involvement to proceed step by step, whereas LobeHub can execute the same work from a single instruction, with a supervisor orchestrating agents that run in parallel or debate to produce better results. We are building the collaboration network among agent teammates — and between humans and agent teammates as well. Ease of use matters. AI intelligence and shared human intelligence are equally important. With simple instructions and tool selection, you can effortlessly build and team up with agent coworkers to deliver complex, systematic work — even assembling a quant team to execute trades. Through the LobeHub community, anyone can discover, reuse, and remix agents and agent groups, customizing them to fit their own workflows, preferences, and needs. Last but not least, our vision started with LobeChat: multi-model support is the most efficient approach for users. We believe different models excel in different scenarios. By routing across multiple models, LobeHub improves cost efficiency and unlocks capabilities that a single-model setup cannot easily support.
2:41

Introducing LobeHub: Agent teammates that grow with you. LobeHub is the ultimate space for work and life: to find, build, and collaborate with agent teammates that grow with you. We’re building the world’s first and largest human–agent co-evolving network. Two years ago, we built LobeChat, an open-source interface for using different AI models. Today, LobeChat has 70k+ GitHub stars and serves 6M+ users worldwide. How to fully unlock the power of models has always been a shared mission between us and the community. We started with interaction — a fundamentally new, agent-first experience. Agents are no longer passive tools invoked in a single conversation. They should be proactive, always-on units of work. Treating agents as the minimal atomic unit is also the core of our agent harness infra. Today’s agents are mostly one-off executors. Even with memory, it’s often global — and hallucinates. We build long-term agent teammates that evolve with users. Each agent has its own dedicated memory space, editable by users, allowing humans and agents to co-evolve over time. This, in turn, allows us to design clearer rewards for reinforcement learning and create cleaner environments for continual learning. Agent teammates can work in groups. Through a multi-agent system, agent groups operate faster, more cost-effective, and go beyond what single-agent systems can achieve. For example, a single agent often requires heavy user involvement to proceed step by step, whereas LobeHub can execute the same work from a single instruction, with a supervisor orchestrating agents that run in parallel or debate to produce better results. We are building the collaboration network among agent teammates — and between humans and agent teammates as well. Ease of use matters. AI intelligence and shared human intelligence are equally important. With simple instructions and tool selection, you can effortlessly build and team up with agent coworkers to deliver complex, systematic work — even assembling a quant team to execute trades. Through the LobeHub community, anyone can discover, reuse, and remix agents and agent groups, customizing them to fit their own workflows, preferences, and needs. Last but not least, our vision started with LobeChat: multi-model support is the most efficient approach for users. We believe different models excel in different scenarios. By routing across multiple models, LobeHub improves cost efficiency and unlocks capabilities that a single-model setup cannot easily support.

LobeHub

185,401 просмотров • 7 месяцев назад

Microsoft AI CEO Mustafa Suleyman explains the exit plan behind the biggest partnership in AI. It began with a Satya Nadella message surfaced in the trial: "I don't want to be Intel and have OpenAI be Microsoft." The escape hardware is already shipping. "Partnerships like that don't last forever. OpenAI wants to be a trillion-dollar public company... They want to have the freedom to operate and be able to buy compute from all sorts of other places, build their own compute, partner with whoever they want." "We've made the decision the early part of last year, which obviously informed all the contract negotiations, which then all got resolved and signed in October." "We now are able to manufacture and ship a chip that is 30% cheaper than a GB200 inside of our own clusters." "The MAI-Thinking-1 model that we've just released actually delivers 1.4x performance per watt improvement on top of the 30% improvement that you get from running on a Maia 200, once we co-optimize the models for our tasks." Microsoft watched Windows commoditize Intel and is refusing the Intel seat this time: own silicon, own frontier model, co-designed end to end. The open question is which gap closes first: OpenAI building Microsoft's enterprise distribution, or Microsoft catching OpenAI's frontier models. - Mustafa Suleyman (Mustafa Suleyman), CEO of Microsoft AI, on Decoder with Nilay Patel (nilay patel)
4:18

Microsoft AI CEO Mustafa Suleyman explains the exit plan behind the biggest partnership in AI. It began with a Satya Nadella message surfaced in the trial: "I don't want to be Intel and have OpenAI be Microsoft." The escape hardware is already shipping. "Partnerships like that don't last forever. OpenAI wants to be a trillion-dollar public company... They want to have the freedom to operate and be able to buy compute from all sorts of other places, build their own compute, partner with whoever they want." "We've made the decision the early part of last year, which obviously informed all the contract negotiations, which then all got resolved and signed in October." "We now are able to manufacture and ship a chip that is 30% cheaper than a GB200 inside of our own clusters." "The MAI-Thinking-1 model that we've just released actually delivers 1.4x performance per watt improvement on top of the 30% improvement that you get from running on a Maia 200, once we co-optimize the models for our tasks." Microsoft watched Windows commoditize Intel and is refusing the Intel seat this time: own silicon, own frontier model, co-designed end to end. The open question is which gap closes first: OpenAI building Microsoft's enterprise distribution, or Microsoft catching OpenAI's frontier models. - Mustafa Suleyman (Mustafa Suleyman), CEO of Microsoft AI, on Decoder with Nilay Patel (nilay patel)

Karl Mehta

56,899 просмотров • 1 месяц назад

MICROSOFT JUST OPEN SOURCED THE ENTIRE AGENT RUNTIME, SO YOU NEVER HAVE TO BUILD ONE AGAIN a raw model only writes text. to make it a real agent it needs a loop, tools, memory, planning, approvals, and a way to know when it is done. Microsoft's Agent Harness is that whole layer, and it ships with everything on by default. you bring the model and the tools, it wires up the rest: > an automatic tool calling loop with iteration limits > history saved after every call, so a crash resumes instead of starting over > context compaction that summarizes when the window fills > a persistent todo list plus plan and execute modes > file memory that survives across turns > tool approval with standing rules and auto approval > OpenTelemetry tracing and web search built in > Agent Skills that load domain expertise on demand the mental model is simple: the model is the brain, the harness is the body around it. and it works with whatever you already run: > Azure OpenAI, OpenAI, Anthropic, and GitHub Copilot, and it hosts on Microsoft Foundry you spin one up in a single line: agent = create_harness_agent(client, name, instructions) open source, Python, .NET, and Go, stable since mid 2026. bookmark this. Microsoft already built the hard part of every AI agent, you just plug in the model.
0:23

MICROSOFT JUST OPEN SOURCED THE ENTIRE AGENT RUNTIME, SO YOU NEVER HAVE TO BUILD ONE AGAIN a raw model only writes text. to make it a real agent it needs a loop, tools, memory, planning, approvals, and a way to know when it is done. Microsoft's Agent Harness is that whole layer, and it ships with everything on by default. you bring the model and the tools, it wires up the rest: > an automatic tool calling loop with iteration limits > history saved after every call, so a crash resumes instead of starting over > context compaction that summarizes when the window fills > a persistent todo list plus plan and execute modes > file memory that survives across turns > tool approval with standing rules and auto approval > OpenTelemetry tracing and web search built in > Agent Skills that load domain expertise on demand the mental model is simple: the model is the brain, the harness is the body around it. and it works with whatever you already run: > Azure OpenAI, OpenAI, Anthropic, and GitHub Copilot, and it hosts on Microsoft Foundry you spin one up in a single line: agent = create_harness_agent(client, name, instructions) open source, Python, .NET, and Go, stable since mid 2026. bookmark this. Microsoft already built the hard part of every AI agent, you just plug in the model.

NO1ennn

68,679 просмотров • 25 дней назад

BREAKING 🚨 Anthropic just unveiled "Cowork," a major feature that turns Claude into a fully autonomous virtual assistant for everyone. It brings the deep agentic capabilities previously reserved for coders to general users, allowing Claude to perform complex tasks directly on your computer. The tool was built after Anthropic noticed developers using "Claude Code" for everyday admin tasks. Cowork now lets anyone grant Claude access to folders to manage files, research, and complete multi-step workflows independently acting as a digital employee that "does" instead of just chats. Cowork is available today as a research preview for Claude Max subscribers on the macOS app 😡. Claude is releasing new coding/desktop agents much faster than all of there competitors. This launch exposes a massive gap in the current AI landscape: in 2026, Google still explicitly lacks a consumer browser agent, and xAI has yet to release a native CLI or agentic interface. While OpenAI has "Operator" and Google has the developer-focused "Antigravity," Anthropic is now the only other major lab providing a true "do-it-for-me" experience for general users.
0:31

BREAKING 🚨 Anthropic just unveiled "Cowork," a major feature that turns Claude into a fully autonomous virtual assistant for everyone. It brings the deep agentic capabilities previously reserved for coders to general users, allowing Claude to perform complex tasks directly on your computer. The tool was built after Anthropic noticed developers using "Claude Code" for everyday admin tasks. Cowork now lets anyone grant Claude access to folders to manage files, research, and complete multi-step workflows independently acting as a digital employee that "does" instead of just chats. Cowork is available today as a research preview for Claude Max subscribers on the macOS app 😡. Claude is releasing new coding/desktop agents much faster than all of there competitors. This launch exposes a massive gap in the current AI landscape: in 2026, Google still explicitly lacks a consumer browser agent, and xAI has yet to release a native CLI or agentic interface. While OpenAI has "Operator" and Google has the developer-focused "Antigravity," Anthropic is now the only other major lab providing a true "do-it-for-me" experience for general users.

Chris

502,372 просмотров • 8 месяцев назад

📢 BREAKING: Nvidia, Microsoft, and Anthropic announce new strategic AI partnerships of roughly $45 Billion. They struck a 3-way deal where Anthropic commits $30B for Azure compute with capacity up to 1GW, and NVIDIA and Microsoft plan to invest up to $10B and $5B in Anthropic. Claude will scale on Azure using NVIDIA systems, which expands access for enterprises and makes Claude available across the major clouds. Anthropic and NVIDIA will co-design to tune both model stacks and future chips for performance, efficiency, and total cost of ownership, so the models run faster per dollar. The first wave targets NVIDIA Grace Blackwell and Vera Rubin systems, which pair high-bandwidth memory with dense interconnect to push training and inference throughput. Microsoft will expose Anthropic models in Azure AI Foundry, including Claude Sonnet 4.5, Claude Opus 4.1, and Claude Haiku 4.5, so teams can pick latency and cost profiles. Claude will also remain available across the Copilot family, which means coding, document automation, and workflow agents can call the same model line. The 1GW commitment signals many thousands of GPUs worth of capacity, which reduces queue times and stabilizes unit economics for long-running training runs. The joint optimization loop, models shaping chips and chips shaping models, typically yields double-digit efficiency gains over off-the-shelf deployments.
1:10

📢 BREAKING: Nvidia, Microsoft, and Anthropic announce new strategic AI partnerships of roughly $45 Billion. They struck a 3-way deal where Anthropic commits $30B for Azure compute with capacity up to 1GW, and NVIDIA and Microsoft plan to invest up to $10B and $5B in Anthropic. Claude will scale on Azure using NVIDIA systems, which expands access for enterprises and makes Claude available across the major clouds. Anthropic and NVIDIA will co-design to tune both model stacks and future chips for performance, efficiency, and total cost of ownership, so the models run faster per dollar. The first wave targets NVIDIA Grace Blackwell and Vera Rubin systems, which pair high-bandwidth memory with dense interconnect to push training and inference throughput. Microsoft will expose Anthropic models in Azure AI Foundry, including Claude Sonnet 4.5, Claude Opus 4.1, and Claude Haiku 4.5, so teams can pick latency and cost profiles. Claude will also remain available across the Copilot family, which means coding, document automation, and workflow agents can call the same model line. The 1GW commitment signals many thousands of GPUs worth of capacity, which reduces queue times and stabilizes unit economics for long-running training runs. The joint optimization loop, models shaping chips and chips shaping models, typically yields double-digit efficiency gains over off-the-shelf deployments.

Rohan Paul

39,781 просмотров • 9 месяцев назад

Databricks is excited to partner with OpenAI on GPT-5.5, their latest frontier model. GPT-5.5 will be available in Unity AI Gateway on launch. You can use it with coding tools such as Codex, or to power your enterprise agents. GPT-5.5 is state-of-the-art on many benchmarks including OfficeQA Pro, our benchmark for evaluating grounded reasoning on enterprise tasks. We are partnering with OpenAI to co-launch on Databricks. Hear more from our co-founder Patrick Wendell and OpenAI CRO Denise Holland Dresser on GPT-5.5 in Databricks.
1:53

Databricks is excited to partner with OpenAI on GPT-5.5, their latest frontier model. GPT-5.5 will be available in Unity AI Gateway on launch. You can use it with coding tools such as Codex, or to power your enterprise agents. GPT-5.5 is state-of-the-art on many benchmarks including OfficeQA Pro, our benchmark for evaluating grounded reasoning on enterprise tasks. We are partnering with OpenAI to co-launch on Databricks. Hear more from our co-founder Patrick Wendell and OpenAI CRO Denise Holland Dresser on GPT-5.5 in Databricks.

Databricks

12,913 просмотров • 4 месяцев назад

Microsoft just betrayed OpenAI and Anthropic, the two companies it helped build. And it could break the entire AI trade... Here's what happened: Inside Excel and Outlook, two of the most used business apps on Earth, Microsoft has started routing tens of thousands of AI requests every week to its own in-house models instead of OpenAI and Anthropic. Microsoft's own AI chief, Mustafa Suleyman, said himself: "We pay a lot of money to Anthropic, so our goal is to reduce and ultimately ELIMINATE that cost." This is the company that poured $13 billion into OpenAI and effectively created the modern AI industry, and it just decided the most advanced models on the market are NOT worth paying for. And here's the thing... Microsoft is not just ripping out OpenAI everywhere - it is being surgical about it. The hardest and rarest tasks can still go to OpenAI or Anthropic. What Microsoft is taking back is the boring, high-volume work, like the email replies, the thread summaries, and the simple spreadsheet formulas. Why does that matter so much? Because that boring, repetitive work is where the actual money lives. The frontier labs assumed businesses would push BILLIONS of these tiny requests through expensive models forever. That endless river of tokens is the entire reason OpenAI and Anthropic are valued in the hundreds of billions of dollars. Microsoft looked at that river, decided it was massively overpaying, and rerouted it to models it owns outright. So the single biggest customer in the industry just walked off with the most profitable part of the business. And it is not only Microsoft: That same week, CNBC reported that American companies have been escaping to Chinese AI models to dodge rising US prices. Chinese models now handle more than 30% of US companies' AI usage on one major platform, peaking at 46%, up from an average of 11% a year earlier. They cost 60 to 90% less, and on some benchmarks they land within a single point of the best American model. One US startup moved ALL of its AI traffic off Claude and onto China's DeepSeek, and expects to save millions. Meanwhile Meta just admitted it has "excess" AI compute it wants to sell, becoming the first giant to concede it built far too much. Do you see the pattern forming? For two years, the entire AI story rested on one assumption: Every company on Earth would happily pay premium prices for the best model, forever. That assumption literally died in a single week. And the market noticed. More than a trillion dollars has been wiped off AI and chip stocks in a matter of days, as Wall Street finally started asking whether all of this spending will ever pay for itself. What this means for OpenAI and Anthropic: Their models are extraordinary, and it may not matter because their own biggest customers have decided they do not NEED the best model in the world to answer an email, and "good enough" now costs a fraction of the price. When even Microsoft refuses to pay full price for AI, the real question becomes who exactly IS left to pay it. What do you think?
1:05

Microsoft just betrayed OpenAI and Anthropic, the two companies it helped build. And it could break the entire AI trade... Here's what happened: Inside Excel and Outlook, two of the most used business apps on Earth, Microsoft has started routing tens of thousands of AI requests every week to its own in-house models instead of OpenAI and Anthropic. Microsoft's own AI chief, Mustafa Suleyman, said himself: "We pay a lot of money to Anthropic, so our goal is to reduce and ultimately ELIMINATE that cost." This is the company that poured $13 billion into OpenAI and effectively created the modern AI industry, and it just decided the most advanced models on the market are NOT worth paying for. And here's the thing... Microsoft is not just ripping out OpenAI everywhere - it is being surgical about it. The hardest and rarest tasks can still go to OpenAI or Anthropic. What Microsoft is taking back is the boring, high-volume work, like the email replies, the thread summaries, and the simple spreadsheet formulas. Why does that matter so much? Because that boring, repetitive work is where the actual money lives. The frontier labs assumed businesses would push BILLIONS of these tiny requests through expensive models forever. That endless river of tokens is the entire reason OpenAI and Anthropic are valued in the hundreds of billions of dollars. Microsoft looked at that river, decided it was massively overpaying, and rerouted it to models it owns outright. So the single biggest customer in the industry just walked off with the most profitable part of the business. And it is not only Microsoft: That same week, CNBC reported that American companies have been escaping to Chinese AI models to dodge rising US prices. Chinese models now handle more than 30% of US companies' AI usage on one major platform, peaking at 46%, up from an average of 11% a year earlier. They cost 60 to 90% less, and on some benchmarks they land within a single point of the best American model. One US startup moved ALL of its AI traffic off Claude and onto China's DeepSeek, and expects to save millions. Meanwhile Meta just admitted it has "excess" AI compute it wants to sell, becoming the first giant to concede it built far too much. Do you see the pattern forming? For two years, the entire AI story rested on one assumption: Every company on Earth would happily pay premium prices for the best model, forever. That assumption literally died in a single week. And the market noticed. More than a trillion dollars has been wiped off AI and chip stocks in a matter of days, as Wall Street finally started asking whether all of this spending will ever pay for itself. What this means for OpenAI and Anthropic: Their models are extraordinary, and it may not matter because their own biggest customers have decided they do not NEED the best model in the world to answer an email, and "good enough" now costs a fraction of the price. When even Microsoft refuses to pay full price for AI, the real question becomes who exactly IS left to pay it. What do you think?

Ricardo

93,586 просмотров • 2 месяцев назад

Here's what happened with OpenAI and Anthropic this past week (even with OpenAI on company-wide spring break) OpenAI closed $122B funding round at $852B valuation with $2B monthly revenue, launched ChatGPT in Apple CarPlay, acquired media company TBPN, introduced Codex pay-as-you-go pricing for teams with ChatGPT Business price drop, Codex plugin for Claude Code, Vanity Fair reported upcoming policy push for superintelligence era, ChatGPT for Excel now available worldwide except EU consumer plans, executive changes with Fidji Simo on medical leave and Brad Lightcap moving to special projects, hosted disaster response AI workshop in Bangkok, and spotted three suspected new OpenAI image models on Arena codenamed maskingtape, packingtape, and gaffertape Anthropic signed Memorandum of Understanding with Australian government, published emotion interpretability research, released model diffing tool for AI models, acquired Coefficient Bio for about $400M, launched computer use in Claude Code, Claude Code auto mode for Enterprise and API users, Microsoft 365 connectors on all plans, computer use on Windows, Claude subscriptions will no longer cover usage on third-party tools like OpenClaw, plus Claude Code source code leaked via npm map file revealing undercover mode and unreleased features, discovered new "Epitaxy" mode in Claude desktop app, and Claude Code /buddy virtual pet easter egg for April 1st, and more
1:19

Here's what happened with OpenAI and Anthropic this past week (even with OpenAI on company-wide spring break) OpenAI closed $122B funding round at $852B valuation with $2B monthly revenue, launched ChatGPT in Apple CarPlay, acquired media company TBPN, introduced Codex pay-as-you-go pricing for teams with ChatGPT Business price drop, Codex plugin for Claude Code, Vanity Fair reported upcoming policy push for superintelligence era, ChatGPT for Excel now available worldwide except EU consumer plans, executive changes with Fidji Simo on medical leave and Brad Lightcap moving to special projects, hosted disaster response AI workshop in Bangkok, and spotted three suspected new OpenAI image models on Arena codenamed maskingtape, packingtape, and gaffertape Anthropic signed Memorandum of Understanding with Australian government, published emotion interpretability research, released model diffing tool for AI models, acquired Coefficient Bio for about $400M, launched computer use in Claude Code, Claude Code auto mode for Enterprise and API users, Microsoft 365 connectors on all plans, computer use on Windows, Claude subscriptions will no longer cover usage on third-party tools like OpenClaw, plus Claude Code source code leaked via npm map file revealing undercover mode and unreleased features, discovered new "Epitaxy" mode in Claude desktop app, and Claude Code /buddy virtual pet easter egg for April 1st, and more

Tibor Blaho

29,532 просмотров • 5 месяцев назад

$MSFT is trading at a decade-low valuation because the market is focused on the near-term cost of AI while underpricing Microsoft’s role as one of the most important enterprise AI platforms in the world. The bigger shift is that Microsoft may move from only monetizing users to monetizing work where companies eventually pay not just for employee licenses but for the AI work being performed around each employee. That creates a ton of upside if Microsoft can monetize agents, tokens, workflows, security, governance and productivity across the enterprise stack in the new AI economy.
0:50

$MSFT is trading at a decade-low valuation because the market is focused on the near-term cost of AI while underpricing Microsoft’s role as one of the most important enterprise AI platforms in the world. The bigger shift is that Microsoft may move from only monetizing users to monetizing work where companies eventually pay not just for employee licenses but for the AI work being performed around each employee. That creates a ton of upside if Microsoft can monetize agents, tokens, workflows, security, governance and productivity across the enterprise stack in the new AI economy.

Shay Boloor

607,101 просмотров • 2 месяцев назад

Microsoft is deceiving you by inflating its AI empire with money it handed its OWN customer first. They sold Wall Street a $37 billion AI business, then went silent the moment its own filing showed where that money came from. The line sits in the annual report for fiscal 2026: Microsoft recorded $24.1 billion of revenue from commercial arrangements with OpenAI, including revenue sharing payments. If you run that figure against Microsoft's own AI disclosures you'll find that OpenAI made up more than half, and likely around 70%, of everything the company counts as AI sales. ONE customer. A Microsoft spokesperson confirmed the figure covers all sales and revenue share from OpenAI. The 70% comes by assuming Microsoft's AI run rate kept growing at the 123% pace the company itself reported in March, which is the company's own optimistic math turned around on it. Now follow where that money starts: Microsoft has put around $12 billion into OpenAI since 2019. OpenAI spends its cash on computing power, and Microsoft is the cloud provider selling it. So the money leaves as an investment and comes back as an Azure bill. Microsoft then books that bill as AI revenue and shows it to investors as proof the AI business is "working." Microsoft invests in OpenAI -> OpenAI buys Microsoft compute -> Microsoft records the payment as AI revenue -> the AI growth story goes to Wall Street And a chunk of it never actually arrived. The same filing shows $6 billion of accounts receivable from OpenAI as of June 30. That is $6 billion of AI revenue Microsoft booked and had not been paid when the year closed. Now here's where it gets really concerning for anyone holding the stock... Microsoft has told the public how big its total AI business is exactly twice. Once for the quarter ending December 2024, when it said the unit was on pace for more than $13 billion a year. And once for the quarter ending March 2026, when Satya Nadella put it on pace for $37 billion. That $37 billion number went everywhere. It was the headline proof that Microsoft had won the AI race. Then fourth quarter earnings arrived, and Microsoft did NOT update it. The company that had been announcing the figure as its own scoreboard stopped announcing the figure. In the same stretch, the filing landed showing where most of it came from. So what is actually left underneath? The full year AI business ran near $34 billion. Take OpenAI out and roughly $10 billion remains. Microsoft has spent about $261 billion on capital expenditure since the start of 2022. That is the scale of the bet against what the rest of the AI business currently brings in. And the one customer holding it up is walking further away every quarter. In October, Microsoft's stake in OpenAI dropped to 27% from 32.5%. In April the partnership was rewritten so OpenAI can sell its products across any cloud it likes, which is how Amazon got a seat at the table. The exclusivity that made this arrangement valuable is gone. The compute bill and the unpaid $6 billion are still on Microsoft's books. Nadella spent two years telling the market Microsoft built the largest AI business in software. The filing shows one client bought most of it, on credit, using money Microsoft partly supplied. So watch the next earnings call: If Microsoft puts a fresh total AI number back on the board, the business found customers beyond OpenAI. If you hear a lot about AI momentum and never hear what it adds up to, you already know why the number went missing. But nonetheless, how is something like this even legal?
0:56

Microsoft is deceiving you by inflating its AI empire with money it handed its OWN customer first. They sold Wall Street a $37 billion AI business, then went silent the moment its own filing showed where that money came from. The line sits in the annual report for fiscal 2026: Microsoft recorded $24.1 billion of revenue from commercial arrangements with OpenAI, including revenue sharing payments. If you run that figure against Microsoft's own AI disclosures you'll find that OpenAI made up more than half, and likely around 70%, of everything the company counts as AI sales. ONE customer. A Microsoft spokesperson confirmed the figure covers all sales and revenue share from OpenAI. The 70% comes by assuming Microsoft's AI run rate kept growing at the 123% pace the company itself reported in March, which is the company's own optimistic math turned around on it. Now follow where that money starts: Microsoft has put around $12 billion into OpenAI since 2019. OpenAI spends its cash on computing power, and Microsoft is the cloud provider selling it. So the money leaves as an investment and comes back as an Azure bill. Microsoft then books that bill as AI revenue and shows it to investors as proof the AI business is "working." Microsoft invests in OpenAI -> OpenAI buys Microsoft compute -> Microsoft records the payment as AI revenue -> the AI growth story goes to Wall Street And a chunk of it never actually arrived. The same filing shows $6 billion of accounts receivable from OpenAI as of June 30. That is $6 billion of AI revenue Microsoft booked and had not been paid when the year closed. Now here's where it gets really concerning for anyone holding the stock... Microsoft has told the public how big its total AI business is exactly twice. Once for the quarter ending December 2024, when it said the unit was on pace for more than $13 billion a year. And once for the quarter ending March 2026, when Satya Nadella put it on pace for $37 billion. That $37 billion number went everywhere. It was the headline proof that Microsoft had won the AI race. Then fourth quarter earnings arrived, and Microsoft did NOT update it. The company that had been announcing the figure as its own scoreboard stopped announcing the figure. In the same stretch, the filing landed showing where most of it came from. So what is actually left underneath? The full year AI business ran near $34 billion. Take OpenAI out and roughly $10 billion remains. Microsoft has spent about $261 billion on capital expenditure since the start of 2022. That is the scale of the bet against what the rest of the AI business currently brings in. And the one customer holding it up is walking further away every quarter. In October, Microsoft's stake in OpenAI dropped to 27% from 32.5%. In April the partnership was rewritten so OpenAI can sell its products across any cloud it likes, which is how Amazon got a seat at the table. The exclusivity that made this arrangement valuable is gone. The compute bill and the unpaid $6 billion are still on Microsoft's books. Nadella spent two years telling the market Microsoft built the largest AI business in software. The filing shows one client bought most of it, on credit, using money Microsoft partly supplied. So watch the next earnings call: If Microsoft puts a fresh total AI number back on the board, the business found customers beyond OpenAI. If you hear a lot about AI momentum and never hear what it adds up to, you already know why the number went missing. But nonetheless, how is something like this even legal?

Ricardo

24,389 просмотров • 1 месяц назад

We’re thrilled to announce a strategic multi-year partnership with Paul Jankura that will enable global enterprises to develop and scale easy, efficient, and trusted AI products, apps, and workflows powered by the latest state-of-the-art models. Anthropic’s newest Claude 3.5 models will be available for users to securely leverage within Snowflake Cortex AI. With Claude’s industry-leading accuracy and expansive context window, users can build mission-critical AI apps that deliver reliable, factual responses across their entire knowledge base — from customer documentation to technical specifications. Claude will serve as a key large language model powering Snowflake’s agentic AI products, including Snowflake Intelligence and Cortex Analyst, so users can reduce time-to-market and begin seeing value with industry-leading accuracy and scalability.
0:23

We’re thrilled to announce a strategic multi-year partnership with Paul Jankura that will enable global enterprises to develop and scale easy, efficient, and trusted AI products, apps, and workflows powered by the latest state-of-the-art models. Anthropic’s newest Claude 3.5 models will be available for users to securely leverage within Snowflake Cortex AI. With Claude’s industry-leading accuracy and expansive context window, users can build mission-critical AI apps that deliver reliable, factual responses across their entire knowledge base — from customer documentation to technical specifications. Claude will serve as a key large language model powering Snowflake’s agentic AI products, including Snowflake Intelligence and Cortex Analyst, so users can reduce time-to-market and begin seeing value with industry-leading accuracy and scalability.

Snowflake

16,287 просмотров • 1 год назад

Launching 'Stock' on Agent Two. Day 7 of 12 Days of Agent Two. As invideo grows into frontier intelligence for creative work, everything you've used invideo for in the past also comes with it. A lot of our existing users and customers build with stock and real-life footage too - and that work belongs in the Agent too. Which is why - Agent Two now has the ability to pull from 16 million premium clips, images and music tracks — Shutterstock, iStock, every premium provider. Cleared for commercial use. The upgrade: you don't search a library manually. You tell the Agent what your video needs and it pulls the footage in itself, music bed included. Everything you could do on invideo, you can still do. Just with a lot more intelligence in the room. Agent Two is frontier intelligence for creative work. 4x faster, at half the price.
1:28

Launching 'Stock' on Agent Two. Day 7 of 12 Days of Agent Two. As invideo grows into frontier intelligence for creative work, everything you've used invideo for in the past also comes with it. A lot of our existing users and customers build with stock and real-life footage too - and that work belongs in the Agent too. Which is why - Agent Two now has the ability to pull from 16 million premium clips, images and music tracks — Shutterstock, iStock, every premium provider. Cleared for commercial use. The upgrade: you don't search a library manually. You tell the Agent what your video needs and it pulls the footage in itself, music bed included. Everything you could do on invideo, you can still do. Just with a lot more intelligence in the room. Agent Two is frontier intelligence for creative work. 4x faster, at half the price.

Invideo

1,541,445 просмотров • 1 месяц назад

Satya Nadella just clarified the Microsoft open Ai deal and the terms what they signed for Azure. Here is exactly how he breaks down the partnership How it was Essentially think of OpenAI having a PaaS business and a SaaS business. The SaaS business is ChatGPT. Their PaaS business is their API. That API is Azure exclusive. The SaaS business, they can run it anywhere. If they want a partner and that partner wants to use a stateless API, then Azure is the place where they can get the stateless API. for even that they'll have to come to Azure. For any custom agreement like that. There are some few exceptions, the US government and so on, that we made, but other than that, they'd have to come to Azure. Open Ai can host there Chat Gpt consumer app wherever they want there wish but when it comes to developers or enterprise want to build on top of Open Ai models Microsoft owned the pipeline.
3:11

Satya Nadella just clarified the Microsoft open Ai deal and the terms what they signed for Azure. Here is exactly how he breaks down the partnership How it was Essentially think of OpenAI having a PaaS business and a SaaS business. The SaaS business is ChatGPT. Their PaaS business is their API. That API is Azure exclusive. The SaaS business, they can run it anywhere. If they want a partner and that partner wants to use a stateless API, then Azure is the place where they can get the stateless API. for even that they'll have to come to Azure. For any custom agreement like that. There are some few exceptions, the US government and so on, that we made, but other than that, they'd have to come to Azure. Open Ai can host there Chat Gpt consumer app wherever they want there wish but when it comes to developers or enterprise want to build on top of Open Ai models Microsoft owned the pipeline.

Vikram M

102,664 просмотров • 1 месяц назад