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Perplexity CEO told Joe Rogan that Microsoft created office work. The dates say otherwise. To be fair to him, half of it is true. Gates really did want a PC on every desk, and Microsoft did make Word and Excel the default tools that almost every office job trains...

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Alex Prompter

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31,341 görüntüleme • 10 gün önce •via X (Twitter)

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Balaji Srinivasan on taking the L to set up for the W: "Before Satya Nadella took over Microsoft, it was losing on mobile to iOS and Android." "He took the L... and he said, 'You know what? Linux is there. Linux is not going to go away.'" "We're going to run Linux on Microsoft hardware." "Mobile is not going away and nobody's installing the Microsoft mobile OS." "So we're going to allow Word and PowerPoint and Excel to run on iOS and Android devices." "And... the browser isn't going away. So we're going to make Office 365 work in the cloud." "Because he took the L, Satya set Microsoft up for the W." Balaji with Peter McCormack 🏴‍☠️🇬🇧🇮🇪
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Balaji Srinivasan on taking the L to set up for the W: "Before Satya Nadella took over Microsoft, it was losing on mobile to iOS and Android." "He took the L... and he said, 'You know what? Linux is there. Linux is not going to go away.'" "We're going to run Linux on Microsoft hardware." "Mobile is not going away and nobody's installing the Microsoft mobile OS." "So we're going to allow Word and PowerPoint and Excel to run on iOS and Android devices." "And... the browser isn't going away. So we're going to make Office 365 work in the cloud." "Because he took the L, Satya set Microsoft up for the W." Balaji with Peter McCormack 🏴‍☠️🇬🇧🇮🇪

a16z

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holy shit! this is INSANE… Microsoft just launched copilot cowork. built with Anthropic. you describe what you want done. it turns your request into a plan and executes it across outlook, teams, excel. 90% of the fortune 500 already use copilot or Microsoft tools. now it does the work for you. the execution era is here and only accelerating.
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holy shit! this is INSANE… Microsoft just launched copilot cowork. built with Anthropic. you describe what you want done. it turns your request into a plan and executes it across outlook, teams, excel. 90% of the fortune 500 already use copilot or Microsoft tools. now it does the work for you. the execution era is here and only accelerating.

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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
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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

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The owner of a real estate company thought it would be fun to build everyone their own tiny home as an office instead of the typical boring cubicles. He felt that it would be more private for them and it would be fun for the to customize and make it their own. When the workers get to work they seem to be at a home away from home. They are happier and more productive. Would you want to work in your own home office like this or should he just let them have cubicles like everyone else?

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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?
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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?

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92,768 görüntüleme • 11 gün önce

The entire AI industry is racing to build the smartest model. Satya Nadella just admitted that is not where the money is. The model is not the product. The harness is. That is the exact line. And it changes what Microsoft is actually competing on. OpenAI, Anthropic, Google, xAI, Meta every frontier lab is pouring hundreds of billions into training compute, chasing the next capability jump. Each betting that raw model intelligence is the moat. Microsoft is doing the opposite. It is building the harness the orchestration layer that sits above the model, connecting it to tools, data, permissions, sub-agents, and enterprise workflows. And it is letting OpenAI, Anthropic, and MAI compete to plug into it. "You need the model. But the model is not the product. The harness is." So do the math on what a harness actually does. A raw model dropped into an enterprise answers questions. That is a chatbot. A harness turns that same model into an agent that reads the SharePoint, edits the ERP entry, pulls the GitHub PR, updates Salesforce, and files the Excel report with the right permissions, the right audit trail, and the right sub-agent for each sub-task. The model provides the intelligence. The harness converts intelligence into work. Now here's where it gets interesting. "Even the best model in the world will feel broken without a great harness. And an okay model with a great harness can feel like magic." If that is true, the enterprise buyer is not buying model quality. The enterprise buyer is buying the harness. Which means model quality becomes a commodity input over time, and harness quality becomes the sustainable moat. Compare that to the strategy the entire frontier lab industry is executing. Everyone else is chasing the numerator raw intelligence. Almost nobody at scale is racing to build the denominator the orchestration layer that determines whether that intelligence can actually be deployed profitably inside a real company. The frontier model race has a 10 to 20 percent chance of producing a single dominant winner. Nadella just told the industry he does not need to be that winner. If OpenAI wins, Microsoft wins. If Anthropic wins, Microsoft wins. If MAI wins, Microsoft wins. If someone Microsoft has never heard of trains a better model in 2027, Microsoft still wins. Because the compute they train on, the harness they get plugged into, the enterprise contracts they get delivered through, and the products they sit inside are all Microsoft. He is not building the best AI model. He is building the layer that the best AI model has to run on to make anyone money. I wonder which position looks more valuable in ten years.
3:19

The entire AI industry is racing to build the smartest model. Satya Nadella just admitted that is not where the money is. The model is not the product. The harness is. That is the exact line. And it changes what Microsoft is actually competing on. OpenAI, Anthropic, Google, xAI, Meta every frontier lab is pouring hundreds of billions into training compute, chasing the next capability jump. Each betting that raw model intelligence is the moat. Microsoft is doing the opposite. It is building the harness the orchestration layer that sits above the model, connecting it to tools, data, permissions, sub-agents, and enterprise workflows. And it is letting OpenAI, Anthropic, and MAI compete to plug into it. "You need the model. But the model is not the product. The harness is." So do the math on what a harness actually does. A raw model dropped into an enterprise answers questions. That is a chatbot. A harness turns that same model into an agent that reads the SharePoint, edits the ERP entry, pulls the GitHub PR, updates Salesforce, and files the Excel report with the right permissions, the right audit trail, and the right sub-agent for each sub-task. The model provides the intelligence. The harness converts intelligence into work. Now here's where it gets interesting. "Even the best model in the world will feel broken without a great harness. And an okay model with a great harness can feel like magic." If that is true, the enterprise buyer is not buying model quality. The enterprise buyer is buying the harness. Which means model quality becomes a commodity input over time, and harness quality becomes the sustainable moat. Compare that to the strategy the entire frontier lab industry is executing. Everyone else is chasing the numerator raw intelligence. Almost nobody at scale is racing to build the denominator the orchestration layer that determines whether that intelligence can actually be deployed profitably inside a real company. The frontier model race has a 10 to 20 percent chance of producing a single dominant winner. Nadella just told the industry he does not need to be that winner. If OpenAI wins, Microsoft wins. If Anthropic wins, Microsoft wins. If MAI wins, Microsoft wins. If someone Microsoft has never heard of trains a better model in 2027, Microsoft still wins. Because the compute they train on, the harness they get plugged into, the enterprise contracts they get delivered through, and the products they sit inside are all Microsoft. He is not building the best AI model. He is building the layer that the best AI model has to run on to make anyone money. I wonder which position looks more valuable in ten years.

Vikram M

21,463 görüntüleme • 14 gün önce

The cold is British. They just never told you. ❄️🇬🇧 Every air conditioner, every fridge, every freezer on earth, the cold inside all of it was first made by a Scotsman. In 1756. ❄️🏴󠁧󠁢󠁳󠁣󠁴󠁿 His name was William Cullen, a doctor in Edinburgh. In a warm room, with no ice and no winter, he drew the air from a glass of ether until it boiled cold and drank the heat from the water around it, until the water froze. No one had ever done it before. Then he wrote it down and walked away. No machine, no patent, no fortune. Just the proof, on a bench. It sat there the better part of a century. A British bench built the first machine that worked, and a Scot carried it across the world to Australia, where it froze meat and cooled beer. But cold was only half the story. ❄️📖 To master the air itself took another Scot. When the Houses of Parliament burned down in 1834, David Boswell Reid made the new building breathe, its gothic spires its lungs. At St George's Hall in Liverpool in 1851 he built what is often called the first air-conditioned building on earth. It should have made him. He died forgotten in America instead. 40 years on, Willis Carrier built the machine and earned his name as the father of modern air conditioning. He earned every bit of it. But he did not make the cold. The cold was British. America took that inheritance and cooled the world with it, and that is no theft. That is what an inheritance is for. We are the home of British heroes. Not built by ads, not by the government, built by us. There's a place for you with us. Be part of us. ☝️🇬🇧 Be Proud Of Us. 🙏🇬🇧
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The cold is British. They just never told you. ❄️🇬🇧 Every air conditioner, every fridge, every freezer on earth, the cold inside all of it was first made by a Scotsman. In 1756. ❄️🏴󠁧󠁢󠁳󠁣󠁴󠁿 His name was William Cullen, a doctor in Edinburgh. In a warm room, with no ice and no winter, he drew the air from a glass of ether until it boiled cold and drank the heat from the water around it, until the water froze. No one had ever done it before. Then he wrote it down and walked away. No machine, no patent, no fortune. Just the proof, on a bench. It sat there the better part of a century. A British bench built the first machine that worked, and a Scot carried it across the world to Australia, where it froze meat and cooled beer. But cold was only half the story. ❄️📖 To master the air itself took another Scot. When the Houses of Parliament burned down in 1834, David Boswell Reid made the new building breathe, its gothic spires its lungs. At St George's Hall in Liverpool in 1851 he built what is often called the first air-conditioned building on earth. It should have made him. He died forgotten in America instead. 40 years on, Willis Carrier built the machine and earned his name as the father of modern air conditioning. He earned every bit of it. But he did not make the cold. The cold was British. America took that inheritance and cooled the world with it, and that is no theft. That is what an inheritance is for. We are the home of British heroes. Not built by ads, not by the government, built by us. There's a place for you with us. Be part of us. ☝️🇬🇧 Be Proud Of Us. 🙏🇬🇧

Proudofus.uk

56,140 görüntüleme • 21 gün önce

In Ancient Rome, an "office" wasn't a building, it was a person's staff. The word comes from “officium”, referring to a magistrate's retinue of aides and administrators, each one called an officialis. If you held real authority, your "office" was the group of people around you handling correspondence, records, and logistics on your behalf. This wasn't a small operation. Surviving records like the Notitia Dignitatum, a late Roman administrative document, list out the staffing structures for provincial governors and military commanders in detail: ranks, roles, and reporting lines not far off from a modern org chart. Coordination happened the only way it could: in person, in the same building, one conversation at a time. It wasn't until the word crossed into English in the 1200s that "office" started to mean a place instead of a role, and even later before it came to mean the literal room or building we picture today. For most of its history, the word wasn't about where you worked. It was about who was working with you.
5:37

In Ancient Rome, an "office" wasn't a building, it was a person's staff. The word comes from “officium”, referring to a magistrate's retinue of aides and administrators, each one called an officialis. If you held real authority, your "office" was the group of people around you handling correspondence, records, and logistics on your behalf. This wasn't a small operation. Surviving records like the Notitia Dignitatum, a late Roman administrative document, list out the staffing structures for provincial governors and military commanders in detail: ranks, roles, and reporting lines not far off from a modern org chart. Coordination happened the only way it could: in person, in the same building, one conversation at a time. It wasn't until the word crossed into English in the 1200s that "office" started to mean a place instead of a role, and even later before it came to mean the literal room or building we picture today. For most of its history, the word wasn't about where you worked. It was about who was working with you.

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3:48

Bill Gates just called AI the biggest technical thing of his entire life and said its influence is impossible to overstate. the man who built Microsoft and lived through every tech wave of the last 50 years. Bill Gates: "there will be a frenzy. some companies will burn billions on data centers whose electricity is too expensive, and won't earn it back before the next generation of chips arrives" everyone around him pushed him to stay quiet so the race wouldn't slow down, but he said it straight "this will hit the job market" bookmark it and watch him break it down ↓

damir akaza

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WORK ETHIC vs. WANT ETHIC: "Next time you're watching a game and one player makes a play over another player, listen for the announcer to say, "Oh! He just wanted it more!" Then ask yourself this: Was the level of 'want' really the difference why one player made the play and the other didn't?! Or did one of those players plan better, jump higher, use better technique, see more clearly, and build better skill? Did he want it more in the moment or did he prepare a little better and when that moment arrived he performed a little better? You think that the other player didn't want it? Didn't want to make the play? Was the difference between those two athletes their level of want?! No way. It wasn't want. It was work! Getting in shape requires consistent workouts, not frequent want-outs. You earn in alignment with the quality of your work, not the quality of your want. You can build a life on a work ethic but you can't build anything on a want ethic. Working hard is studying, prepping, reps, reflection, feedback, and responsibility for the results that you produce. It's late nights and early mornings. It's uncommon effort and it's choosing to push harder when you could relax. Wanting hard? Well, that's what everyone else does. Everything is training for something. Do the work.”
1:52

WORK ETHIC vs. WANT ETHIC: "Next time you're watching a game and one player makes a play over another player, listen for the announcer to say, "Oh! He just wanted it more!" Then ask yourself this: Was the level of 'want' really the difference why one player made the play and the other didn't?! Or did one of those players plan better, jump higher, use better technique, see more clearly, and build better skill? Did he want it more in the moment or did he prepare a little better and when that moment arrived he performed a little better? You think that the other player didn't want it? Didn't want to make the play? Was the difference between those two athletes their level of want?! No way. It wasn't want. It was work! Getting in shape requires consistent workouts, not frequent want-outs. You earn in alignment with the quality of your work, not the quality of your want. You can build a life on a work ethic but you can't build anything on a want ethic. Working hard is studying, prepping, reps, reflection, feedback, and responsibility for the results that you produce. It's late nights and early mornings. It's uncommon effort and it's choosing to push harder when you could relax. Wanting hard? Well, that's what everyone else does. Everything is training for something. Do the work.”

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CURT MILLS: It appears to be a redux of where we were before the summer, which is that the President was willing to work with everyone in the region but Israel is not getting any special privileges. We’ve seen this show before — Witkoff did a deal that created a ceasefire in the war and Israel broke it in March.
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CURT MILLS: It appears to be a redux of where we were before the summer, which is that the President was willing to work with everyone in the region but Israel is not getting any special privileges. We’ve seen this show before — Witkoff did a deal that created a ceasefire in the war and Israel broke it in March.

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26,784 görüntüleme • 9 ay önce

Well the American Century Championship did not disappoint this last week. I may have finished near dead last, but the times that were had were worth it! It is such a wonderful event, in part because of the people that run it, the volunteers that work it, and the money it raises; but also a wonderful event because of the fans and people that attend it! You all make it what it is, sorry to the woman I hit in the foot, and thank you to all that attended!
2:53

Well the American Century Championship did not disappoint this last week. I may have finished near dead last, but the times that were had were worth it! It is such a wonderful event, in part because of the people that run it, the volunteers that work it, and the money it raises; but also a wonderful event because of the fans and people that attend it! You all make it what it is, sorry to the woman I hit in the foot, and thank you to all that attended!

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Why Elon didn't want to be CEO: "[Elon] is at core, an engineer and a product guy. He has this great line where he said: "I realized you couldn't be fully in control of the product unless you were also in control of the company." He says he made a moral error, early in Tesla, where he was trying to have his cake and eat it too. He wanted to control the company without running the company. And that was the 2002 to 2008 era, where Tesla was just off to a really messy start. He was providing the funding. He was chairman of the board. But Martin Eberhard was CEO. Eventually, when Tesla was on the verge of death in 2008....Elon was pushed into the position of: "I have to be CEO. I don't want to be. It comes with a lot of chores. It comes with a lot of responsibilities. But if I want this company to be successful, I have to fully internalize and take responsibility for it." And that's what he did, even though he was also in the same position at SpaceX. The fact that these companies are improbable, iconic, and that he funded and led them both in parallel...it's like running a two minute mile twice at the same time. It is such a higher degree of difficulty than most people can conceive of, and the fact that it worked is still unbelievable."
4:24

Why Elon didn't want to be CEO: "[Elon] is at core, an engineer and a product guy. He has this great line where he said: "I realized you couldn't be fully in control of the product unless you were also in control of the company." He says he made a moral error, early in Tesla, where he was trying to have his cake and eat it too. He wanted to control the company without running the company. And that was the 2002 to 2008 era, where Tesla was just off to a really messy start. He was providing the funding. He was chairman of the board. But Martin Eberhard was CEO. Eventually, when Tesla was on the verge of death in 2008....Elon was pushed into the position of: "I have to be CEO. I don't want to be. It comes with a lot of chores. It comes with a lot of responsibilities. But if I want this company to be successful, I have to fully internalize and take responsibility for it." And that's what he did, even though he was also in the same position at SpaceX. The fact that these companies are improbable, iconic, and that he funded and led them both in parallel...it's like running a two minute mile twice at the same time. It is such a higher degree of difficulty than most people can conceive of, and the fact that it worked is still unbelievable."

Ti Morse

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Did Netflix not want to see Rugby Players going for a coffee and walk with wives on the Netflix Doc? Or did they want to see the true draw of the game and un limited access and the chaos that was happening in the Wales back room office. We keep getting it wrong. So frustrating.
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Did Netflix not want to see Rugby Players going for a coffee and walk with wives on the Netflix Doc? Or did they want to see the true draw of the game and un limited access and the chaos that was happening in the Wales back room office. We keep getting it wrong. So frustrating.

Jim Hamilton

146,116 görüntüleme • 1 yıl önce