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The market is underappreciating that $MSFT already owns the enterprise workflow layer where AI adoption is likely to happen. Workers already live inside Outlook, Excel, PowerPoint, Teams, GitHub and Azure which gives Microsoft a built-in distribution advantage as AI gets embedded across the enterprise. Copilot is still early but... show more

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117,810 просмотров • 1 месяц назад •via X (Twitter)

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Enterprise AI is entering a new chapter. Organizations are moving beyond experimentation and deploying AI at enterprise scale. Microsoft 365 Copilot has now surpassed 30M+ paid seats, with customers expanding deployments across entire workforces and reaching high usage faster than ever before. But the bigger story isn’t adoption. It’s transformation. From procurement and manufacturing to HR, organizations are using AI and agents to reimagine how work gets done. See how customers across industries are putting Copilot and agents to work:

Enterprise AI is entering a new chapter. Organizations are moving beyond experimentation and deploying AI at enterprise scale. Microsoft 365 Copilot has now surpassed 30M+ paid seats, with customers expanding deployments across entire workforces and reaching high usage faster than ever before. But the bigger story isn’t adoption. It’s transformation. From procurement and manufacturing to HR, organizations are using AI and agents to reimagine how work gets done. See how customers across industries are putting Copilot and agents to work:

Microsoft 365

46,305 просмотров • 19 дней назад

$MSFT has one of the clearest full-stack AI monetization stories in the market today. Azure captures infrastructure spending, Foundry monetizes model deployment and governance, Fabric and its databases own the data layer while Copilot, GitHub, Dynamics and Microsoft 365 capture the application layer. That breadth is already showing up in the numbers with Azure growing 43% despite surpassing $100B in annual revenue, guidance accelerating toward 45% next quarter and commercial RPO reaching $678B.

$MSFT has one of the clearest full-stack AI monetization stories in the market today. Azure captures infrastructure spending, Foundry monetizes model deployment and governance, Fabric and its databases own the data layer while Copilot, GitHub, Dynamics and Microsoft 365 capture the application layer. That breadth is already showing up in the numbers with Azure growing 43% despite surpassing $100B in annual revenue, guidance accelerating toward 45% next quarter and commercial RPO reaching $678B.

Shay Boloor

59,836 просмотров • 19 дней 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.

🚨 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 • 2 месяцев назад

One thing I keep hearing is people are not sure of where to start with AI, what to learn around the Microsoft ecosystem with copilots, agents, IQ etc. I've done a lot of videos recently but wanted to create a little bit of a clearer path for those who need a bit more order. I also created if you want an interface for the curated AI path. No adverts, no fluff, no sponsors. Just an easy experience to utilize. The key content: AI for Anyone - 30 Minute Introduction to AI — RAG, Semantic Search and More — Getting Started with M365 Copilot — Copilot Cowork Overview — Picking Your Agent Builder Solution — Agent 365 Overview — Microsoft IQ Overview — Work IQ Overview — Foundry IQ Overview — Fabric IQ Overview — Getting Started with GitHub Copilot CLI and Work IQ — Choosing Your First AI Application — MCP or A2A — What is Agentic AI — Generative AI Security Top Considerations — #ai #artificialintelligence #copilot #m365copilot #copilotstudio #microsoftfoundry #microsoft

One thing I keep hearing is people are not sure of where to start with AI, what to learn around the Microsoft ecosystem with copilots, agents, IQ etc. I've done a lot of videos recently but wanted to create a little bit of a clearer path for those who need a bit more order. I also created if you want an interface for the curated AI path. No adverts, no fluff, no sponsors. Just an easy experience to utilize. The key content: AI for Anyone - 30 Minute Introduction to AI — RAG, Semantic Search and More — Getting Started with M365 Copilot — Copilot Cowork Overview — Picking Your Agent Builder Solution — Agent 365 Overview — Microsoft IQ Overview — Work IQ Overview — Foundry IQ Overview — Fabric IQ Overview — Getting Started with GitHub Copilot CLI and Work IQ — Choosing Your First AI Application — MCP or A2A — What is Agentic AI — Generative AI Security Top Considerations — #ai #artificialintelligence #copilot #m365copilot #copilotstudio #microsoftfoundry #microsoft

John Savill

11,296 просмотров • 4 месяцев назад

$SPCX valuing Cursor at $60B proves durable value in AI is moving to the data layer because compute commoditizes as supply comes online while the application that owns daily workflow compounds as usage grows. $PLTR already owns that loop since every dataset, decision and process mapped into its ontology makes the platform more embedded which is the same learning loop as Cursor but applied to enterprise and government instead of code.

$SPCX valuing Cursor at $60B proves durable value in AI is moving to the data layer because compute commoditizes as supply comes online while the application that owns daily workflow compounds as usage grows. $PLTR already owns that loop since every dataset, decision and process mapped into its ontology makes the platform more embedded which is the same learning loop as Cursor but applied to enterprise and government instead of code.

Shay Boloor

61,460 просмотров • 2 месяцев назад

Software may be starting to show early signs of life but I still think the “hard” side of AI has the cleaner lane for 2026 and probably most of 2027. We're nowhere close to done with the physical AI buildout since compute demand is still ahead of supply, power is becoming the bottleneck and every layer of AI infrastructure still needs more capacity. I own some software names but I still see this as more of an oversold bounce than a true leadership rotation away from the companies building the AI infrastructure layer. Software probably becomes a cleaner leadership group once inference costs fall, enterprise AI budgets expand and AI features start flowing through margins but that still feels more like a 2027 story to me.

Software may be starting to show early signs of life but I still think the “hard” side of AI has the cleaner lane for 2026 and probably most of 2027. We're nowhere close to done with the physical AI buildout since compute demand is still ahead of supply, power is becoming the bottleneck and every layer of AI infrastructure still needs more capacity. I own some software names but I still see this as more of an oversold bounce than a true leadership rotation away from the companies building the AI infrastructure layer. Software probably becomes a cleaner leadership group once inference costs fall, enterprise AI budgets expand and AI features start flowing through margins but that still feels more like a 2027 story to me.

Shay Boloor

122,716 просмотров • 3 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?

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

24,085 просмотров • 4 дней назад

WorkOS: The Enterprise Stack for the AI Era AI companies are just B2B SaaS with a new engine. They monetize like SaaS, sell like SaaS, and scale into the enterprise like SaaS. The difference is velocity. These new products grow so fast that the old playbook of “PLG for years, enterprise later” simply does not work anymore. PMF is no longer enough. Winning your market requires crossing the Enterprise Chasm almost immediately. Enterprise auth, provisioning, RBAC, compliance, billing, IT integrations. If you wait, someone else takes your market while you are still wiring SCIM. This is why WorkOS exists. We give developers the infrastructure they need to scale up-market on day one. Even if you have never touched WorkOS, you have already used it through products like ChatGPT, Perplexity, Cursor and many others. Today we operate 81M+ enterprise user accounts, 67M API calls per day, and 38K+ connected enterprise environments. Modern AI tools already run through WorkOS. At ERC, we unveiled six major launches expanding that foundation for the AI era: • AuthKit for ChatGPT Apps: secure OAuth + MCP so developers can connect real enterprise data to 700M+ weekly ChatGPT users. • AuthKit for Platforms: embed full enterprise identity into frameworks like Supabase and Convex for zero-friction onboarding. • Stripe Usage Sync: actual per-seat billing with no glue code. Data stays consistent and invoices are always correct. • WorkOS Pipes: the fastest and most secure way to ship integrations (Salesforce, Slack, Intercom and more). • Agent-Ready API Keys: scoped, revocable keys designed for both developers and autonomous agents. • WorkOS Studio: vibe coding for the enterprise. A collaborative AI app builder with SSO, SCIM, RBAC, audit logs, workflows and third-party connectors built-in. Internal software at the speed of a prompt. AI has already changed how software gets created. The next shift is changing what software becomes. We are still “filming the play” like early cinema: using new technology to recreate old patterns. The opportunity ahead is to invent entirely new applications that only AI-native development makes possible. WorkOS is building the enterprise infrastructure that lets teams design the next era of software itself. Enterprise-ready AI is where the real acceleration happens. Let’s build that future together.

WorkOS: The Enterprise Stack for the AI Era AI companies are just B2B SaaS with a new engine. They monetize like SaaS, sell like SaaS, and scale into the enterprise like SaaS. The difference is velocity. These new products grow so fast that the old playbook of “PLG for years, enterprise later” simply does not work anymore. PMF is no longer enough. Winning your market requires crossing the Enterprise Chasm almost immediately. Enterprise auth, provisioning, RBAC, compliance, billing, IT integrations. If you wait, someone else takes your market while you are still wiring SCIM. This is why WorkOS exists. We give developers the infrastructure they need to scale up-market on day one. Even if you have never touched WorkOS, you have already used it through products like ChatGPT, Perplexity, Cursor and many others. Today we operate 81M+ enterprise user accounts, 67M API calls per day, and 38K+ connected enterprise environments. Modern AI tools already run through WorkOS. At ERC, we unveiled six major launches expanding that foundation for the AI era: • AuthKit for ChatGPT Apps: secure OAuth + MCP so developers can connect real enterprise data to 700M+ weekly ChatGPT users. • AuthKit for Platforms: embed full enterprise identity into frameworks like Supabase and Convex for zero-friction onboarding. • Stripe Usage Sync: actual per-seat billing with no glue code. Data stays consistent and invoices are always correct. • WorkOS Pipes: the fastest and most secure way to ship integrations (Salesforce, Slack, Intercom and more). • Agent-Ready API Keys: scoped, revocable keys designed for both developers and autonomous agents. • WorkOS Studio: vibe coding for the enterprise. A collaborative AI app builder with SSO, SCIM, RBAC, audit logs, workflows and third-party connectors built-in. Internal software at the speed of a prompt. AI has already changed how software gets created. The next shift is changing what software becomes. We are still “filming the play” like early cinema: using new technology to recreate old patterns. The opportunity ahead is to invent entirely new applications that only AI-native development makes possible. WorkOS is building the enterprise infrastructure that lets teams design the next era of software itself. Enterprise-ready AI is where the real acceleration happens. Let’s build that future together.

Michael Grinich

37,894 просмотров • 9 месяцев назад

I'm excited to introduce my FREE AI Pandas Data Analyst Copilot which created a data analysis report with dozens of charts from my questions in under 30 seconds. Today, I'll share with you how to automate data analysis with my Pandas AI Agent + Copilot, which is available on GitHub. I'll guide you through setting up the Copilot app, creating dozens of data analysis charts from any CSV or Excel file, and interacting with your data live. This AI is a BIG help! Table of Contents: 00:00 Introduction to the App 02:24 Setting Up the App 04:25 Using the App 08:58 Understanding the Python Code Github to AI Data Science Team (app is in the apps folder): Get the Code and Future Updates by Joining my Python AI/ML Tips Newsletter: === Want to learn how to build AI projects companies actually want? (live Python Code) On Wednesday, April 9th, I'm sharing one of my best AI Projects: Time Series Forecasting with AI Register here (500 Seats):

I'm excited to introduce my FREE AI Pandas Data Analyst Copilot which created a data analysis report with dozens of charts from my questions in under 30 seconds. Today, I'll share with you how to automate data analysis with my Pandas AI Agent + Copilot, which is available on GitHub. I'll guide you through setting up the Copilot app, creating dozens of data analysis charts from any CSV or Excel file, and interacting with your data live. This AI is a BIG help! Table of Contents: 00:00 Introduction to the App 02:24 Setting Up the App 04:25 Using the App 08:58 Understanding the Python Code Github to AI Data Science Team (app is in the apps folder): Get the Code and Future Updates by Joining my Python AI/ML Tips Newsletter: === Want to learn how to build AI projects companies actually want? (live Python Code) On Wednesday, April 9th, I'm sharing one of my best AI Projects: Time Series Forecasting with AI Register here (500 Seats):

Matt Dancho (Business Science)

12,736 просмотров • 1 год назад

Copilot AI in Microsoft 365 is underrated. I created a PowerPoint in 40 seconds. For the example I just described what I wanted to create, and Copilot generated for me: - Slides - Illustrations - Text - Presenter notes All thanks to the power of GPT-4. But you can also modify what's already been created. You can add text, modify existing text or create a new illustration with Dall-E 3. It's like having ChatGPT Plus directly integrated into PowerPoint. People don't realize the impact Copilot will have and what it can do. Note: I've speeded up some of the loading to make the video more pleasant to watch. But it's still very fast.

Copilot AI in Microsoft 365 is underrated. I created a PowerPoint in 40 seconds. For the example I just described what I wanted to create, and Copilot generated for me: - Slides - Illustrations - Text - Presenter notes All thanks to the power of GPT-4. But you can also modify what's already been created. You can add text, modify existing text or create a new illustration with Dall-E 3. It's like having ChatGPT Plus directly integrated into PowerPoint. People don't realize the impact Copilot will have and what it can do. Note: I've speeded up some of the loading to make the video more pleasant to watch. But it's still very fast.

Paul Couvert

100,168 просмотров • 2 лет назад

Microsoft just lost $357 billion in a single day... While Meta gained $170 billion. Both companies are spending over $100 billion on AI this year. One got punished. One got rewarded. The difference tells you everything about where this market is heading: Microsoft reported Wednesday. Beat on revenue. Beat on earnings. Revenue up 17%. EPS up 24%. But the stock dropped 10% - worst decline since March 2020. Why? Azure cloud growth came in at 39%. The Street wanted 39.4%. A miss of 0.4 percentage points erased a third of a trillion dollars. Meanwhile, capex jumped 89% year-over-year to $37.5B in a single quarter. CFO Amy Hood admitted two-thirds went to "short-lived assets" - GPUs that depreciate fast. And Microsoft also said they'll remain "capacity constrained through at least the end of our fiscal year." In other words: "We're spending $72B in six months and STILL can't build data centers fast enough." But that's not the real problem... The real problem is what's happening inside Microsoft's spending. They're not just building infrastructure for Azure customers. They're allocating scarce GPUs to their own products: M365 Copilot, GitHub Copilot, internal R&D. Hood said they must "balance Azure revenue growth with growing needs across first-party apps and AI solutions." Microsoft is competing with its own cloud customers for compute capacity. If they'd allocated all new GPUs to Azure, growth would've exceeded 40%. Instead, they're betting their own AI products will generate more value than selling raw compute. That bet hasn't paid off yet. And 45% of their $625B backlog is tied to ONE customer: OpenAI. Now compare that to Meta: Revenue beat. Earnings beat. Guidance crushed expectations. And they announced $115-135B in AI capex for 2026 - nearly DOUBLE what they spent in 2025. The stock surged 10%. Why the opposite reaction? Meta is seeing immediate returns. Ad impressions up 18%. Average price per ad up 6%. Revenue up 24% year-over-year. Their AI investment is already showing up in the core business TODAY. Better ad targeting. Better recommendations. Better engagement. Q1 revenue guidance came in at $53.5-56.5B - Wall Street expected $51.4B. That's 30% revenue growth ACCELERATION. When you have 3.58B daily active users, AI improvements compound immediately. Zuckerberg called it a "major AI acceleration" and Wall Street didn't care about the $135B spending number. Because they can SEE the connection between spending and revenue. Here's what matters: The hyperscalers are now spending over $600B combined on AI infrastructure in 2026. AI assets depreciate at roughly 20% per year. The five hyperscalers face annual depreciation expenses approaching $400B - MORE than their combined profits in 2025. This is the biggest capital spending cycle in history. And we just entered Phase 3, where AI-enabled revenue models must finally prove their worth. The market stopped rewarding spending. It's rewarding RETURNS. Meta showed returns. Microsoft showed constraints and margin compression. That's why we saw a $527B swing between two companies reporting on the same day. My read: The easy money in the AI trade is over. From here, execution matters more than ambition. Companies that can turn infrastructure spending into measurable productivity gains get rewarded. Companies still building without clear payback get punished - even when they beat estimates. Microsoft isn't a bad company. It's a company that bet big on AI infrastructure and is now scrambling to show ROI before margins collapse further. Meta isn't necessarily a better AI company. It just has a business model where AI improvements translate directly to revenue growth. For investors, the lesson is clear: The AI infrastructure phase is maturing. Winners from here will be companies with clear paths from spending to earnings. Not companies asking you to trust the process while margins compress.

Microsoft just lost $357 billion in a single day... While Meta gained $170 billion. Both companies are spending over $100 billion on AI this year. One got punished. One got rewarded. The difference tells you everything about where this market is heading: Microsoft reported Wednesday. Beat on revenue. Beat on earnings. Revenue up 17%. EPS up 24%. But the stock dropped 10% - worst decline since March 2020. Why? Azure cloud growth came in at 39%. The Street wanted 39.4%. A miss of 0.4 percentage points erased a third of a trillion dollars. Meanwhile, capex jumped 89% year-over-year to $37.5B in a single quarter. CFO Amy Hood admitted two-thirds went to "short-lived assets" - GPUs that depreciate fast. And Microsoft also said they'll remain "capacity constrained through at least the end of our fiscal year." In other words: "We're spending $72B in six months and STILL can't build data centers fast enough." But that's not the real problem... The real problem is what's happening inside Microsoft's spending. They're not just building infrastructure for Azure customers. They're allocating scarce GPUs to their own products: M365 Copilot, GitHub Copilot, internal R&D. Hood said they must "balance Azure revenue growth with growing needs across first-party apps and AI solutions." Microsoft is competing with its own cloud customers for compute capacity. If they'd allocated all new GPUs to Azure, growth would've exceeded 40%. Instead, they're betting their own AI products will generate more value than selling raw compute. That bet hasn't paid off yet. And 45% of their $625B backlog is tied to ONE customer: OpenAI. Now compare that to Meta: Revenue beat. Earnings beat. Guidance crushed expectations. And they announced $115-135B in AI capex for 2026 - nearly DOUBLE what they spent in 2025. The stock surged 10%. Why the opposite reaction? Meta is seeing immediate returns. Ad impressions up 18%. Average price per ad up 6%. Revenue up 24% year-over-year. Their AI investment is already showing up in the core business TODAY. Better ad targeting. Better recommendations. Better engagement. Q1 revenue guidance came in at $53.5-56.5B - Wall Street expected $51.4B. That's 30% revenue growth ACCELERATION. When you have 3.58B daily active users, AI improvements compound immediately. Zuckerberg called it a "major AI acceleration" and Wall Street didn't care about the $135B spending number. Because they can SEE the connection between spending and revenue. Here's what matters: The hyperscalers are now spending over $600B combined on AI infrastructure in 2026. AI assets depreciate at roughly 20% per year. The five hyperscalers face annual depreciation expenses approaching $400B - MORE than their combined profits in 2025. This is the biggest capital spending cycle in history. And we just entered Phase 3, where AI-enabled revenue models must finally prove their worth. The market stopped rewarding spending. It's rewarding RETURNS. Meta showed returns. Microsoft showed constraints and margin compression. That's why we saw a $527B swing between two companies reporting on the same day. My read: The easy money in the AI trade is over. From here, execution matters more than ambition. Companies that can turn infrastructure spending into measurable productivity gains get rewarded. Companies still building without clear payback get punished - even when they beat estimates. Microsoft isn't a bad company. It's a company that bet big on AI infrastructure and is now scrambling to show ROI before margins collapse further. Meta isn't necessarily a better AI company. It just has a business model where AI improvements translate directly to revenue growth. For investors, the lesson is clear: The AI infrastructure phase is maturing. Winners from here will be companies with clear paths from spending to earnings. Not companies asking you to trust the process while margins compress.

George Noble

120,284 просмотров • 6 месяцев назад

The next big AI trade won’t come from chasing the same names everyone is already crowded into. It will come from spotting the next bottleneck before the market does. After $NVDA, $ARM, and $MRVL have already made their explosive moves, everyone is asking the same question: Which stock could be next?🚀 In my new YouTube video, I break the AI industry into a simple 3️⃣-layer framework — and explain why I’m now paying close attention to Layer2️⃣: the “hidden middle layer” between AI hardware and end-user applications. This is where AI starts moving from hardware hype to real enterprise adoption — and where the next wave of capital could start crowding in. If you still want AI exposure but feel late to the first wave, this framework gives you a cleaner map of where the next explosive opportunity may appear. Watch the full breakdown on YouTube — before the next AI trade shows up on everyone’s radar.🚨 Check out the video here👇

The next big AI trade won’t come from chasing the same names everyone is already crowded into. It will come from spotting the next bottleneck before the market does. After $NVDA, $ARM, and $MRVL have already made their explosive moves, everyone is asking the same question: Which stock could be next?🚀 In my new YouTube video, I break the AI industry into a simple 3️⃣-layer framework — and explain why I’m now paying close attention to Layer2️⃣: the “hidden middle layer” between AI hardware and end-user applications. This is where AI starts moving from hardware hype to real enterprise adoption — and where the next wave of capital could start crowding in. If you still want AI exposure but feel late to the first wave, this framework gives you a cleaner map of where the next explosive opportunity may appear. Watch the full breakdown on YouTube — before the next AI trade shows up on everyone’s radar.🚨 Check out the video here👇

J Law

21,748 просмотров • 1 месяц назад

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.

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 просмотров • 1 месяц назад

For 20+ years, we've stayed ahead of every major shift in technology. Today we take the next one: we're introducing the world's first AI-native tech services model. Most of the industry is adding AI to the way it already works. Like bolting a copilot onto old processes and calling it transformation because it's faster than before. That's not what enterprises actually need. works differently. It provides instant access to AI Pods (service units run by AI agents and supervised by Globant experts) that deliver tech services at machine speed, but with the rigor, the governance, and the quality that enterprise-grade work demands. It is a smarter model, running the right AI through parallel agents, loops, workflows, and deterministic processes. With organizations access AI services with transparent, output or consumption-linked pricing, not per hour or per seat, and they own everything they produce. We are bringing the speed AI promises, with the rigor and quality any business needs. Join the waitlist at

For 20+ years, we've stayed ahead of every major shift in technology. Today we take the next one: we're introducing the world's first AI-native tech services model. Most of the industry is adding AI to the way it already works. Like bolting a copilot onto old processes and calling it transformation because it's faster than before. That's not what enterprises actually need. works differently. It provides instant access to AI Pods (service units run by AI agents and supervised by Globant experts) that deliver tech services at machine speed, but with the rigor, the governance, and the quality that enterprise-grade work demands. It is a smarter model, running the right AI through parallel agents, loops, workflows, and deterministic processes. With organizations access AI services with transparent, output or consumption-linked pricing, not per hour or per seat, and they own everything they produce. We are bringing the speed AI promises, with the rigor and quality any business needs. Join the waitlist at

Martin Migoya

390,445 просмотров • 12 дней назад

Nebius will be a TRILLION dollar company and here is exactly why (Save this). Brad Gerstner's Altimeter just said on camera that they are invested in ClickHouse, and explained exactly why in one sentence: "If you're in the data infrastructure layer, then token consumption is driving a lot more consumption of your basic services." The flip side of that point is equally important. Gerstner added that the closer you are to a point solution, a single use app built on top of AI, "that feels like you're on the front of the conveyor belt heading toward the guillotine." Models get better, apps get commoditized and the companies that own the foundational infrastructure that every AI application must run through keep compounding. ClickHouse is exactly that foundational layer. It is a real time analytical database engine originally built inside Yandex, optimized for the exact query patterns that AI agents, LLM observability pipelines, and machine learning infrastructure generate, massive write volumes, complex aggregations, and sub-second response at scale. It processes hundreds of billions of rows per second, serves over 2,000 enterprise customers including Cloudflare, Uber and ByteDance, and grew 300% in a single year. In January 2026, a $400 million Series D valued ClickHouse at $15 billion more than double its $6 billion valuation just eight months prior. Here is where Nebius comes in. Nebius holds a 28% stake in ClickHouse, an asset that traces back to its Yandex origins. At ClickHouse's current $15 billion valuation, that stake is worth approximately $4.2 billion, sitting largely unrecognized on Nebius's balance sheet while most market coverage focuses entirely on the AI cloud business. A ClickHouse IPO, which the company is actively positioning toward, would force the market to mark that position to full public market value for the first time and could alone reprice Nebius meaningfully. But that hidden asset is just one layer of the bull case. The core AI cloud business just printed 684% year over year revenue growth, $399 million in Q1 2026 against $50 million a year prior. AI specific revenue grew 841% and now represents 98% of total revenue. The moat underneath those numbers is 3.5 gigawatts of secured power capacity, a $27 billion five year contract with Meta, a $2 billion strategic investment from Nvidia, and a Microsoft partnership ramping to full run rate in 2027, all stacked on top of a ClickHouse stake that the market is still not fully pricing in. Milk Road Pro remains massively bullish on Nebius, we called it early, we are up huge on the position, and we continue to track every development across AI infrastructure before it becomes obvious to the rest of the market. Come join us to see our full Nebius thesis and every other position in the portfolio, link below!

Nebius will be a TRILLION dollar company and here is exactly why (Save this). Brad Gerstner's Altimeter just said on camera that they are invested in ClickHouse, and explained exactly why in one sentence: "If you're in the data infrastructure layer, then token consumption is driving a lot more consumption of your basic services." The flip side of that point is equally important. Gerstner added that the closer you are to a point solution, a single use app built on top of AI, "that feels like you're on the front of the conveyor belt heading toward the guillotine." Models get better, apps get commoditized and the companies that own the foundational infrastructure that every AI application must run through keep compounding. ClickHouse is exactly that foundational layer. It is a real time analytical database engine originally built inside Yandex, optimized for the exact query patterns that AI agents, LLM observability pipelines, and machine learning infrastructure generate, massive write volumes, complex aggregations, and sub-second response at scale. It processes hundreds of billions of rows per second, serves over 2,000 enterprise customers including Cloudflare, Uber and ByteDance, and grew 300% in a single year. In January 2026, a $400 million Series D valued ClickHouse at $15 billion more than double its $6 billion valuation just eight months prior. Here is where Nebius comes in. Nebius holds a 28% stake in ClickHouse, an asset that traces back to its Yandex origins. At ClickHouse's current $15 billion valuation, that stake is worth approximately $4.2 billion, sitting largely unrecognized on Nebius's balance sheet while most market coverage focuses entirely on the AI cloud business. A ClickHouse IPO, which the company is actively positioning toward, would force the market to mark that position to full public market value for the first time and could alone reprice Nebius meaningfully. But that hidden asset is just one layer of the bull case. The core AI cloud business just printed 684% year over year revenue growth, $399 million in Q1 2026 against $50 million a year prior. AI specific revenue grew 841% and now represents 98% of total revenue. The moat underneath those numbers is 3.5 gigawatts of secured power capacity, a $27 billion five year contract with Meta, a $2 billion strategic investment from Nvidia, and a Microsoft partnership ramping to full run rate in 2027, all stacked on top of a ClickHouse stake that the market is still not fully pricing in. Milk Road Pro remains massively bullish on Nebius, we called it early, we are up huge on the position, and we continue to track every development across AI infrastructure before it becomes obvious to the rest of the market. Come join us to see our full Nebius thesis and every other position in the portfolio, link below!

Milk Road AI

216,498 просмотров • 3 месяцев назад

The market is watching xAI charge $50 billion per gigawatt and the rest of the neocloud sector run up is just getting started (Save this). According to Gavin Baker of Atreides Management, this is the most important number in AI infrastructure right now, xAI is monetizing compute at $50 billion per gigawatt on the Google deal, 2 to 3 times what any neocloud competitor charges. Google is paying $920 million per month for access to roughly 110,000 Nvidia GPUs through June 2029, and Anthropic is paying $1.25 billion per month for Colossus 1's 300 megawatts. Baker's point is simple that stop tracking rocket launches, stop tracking GPU orders, model gigawatt additions. At $50 billion per gigawatt, every new gigawatt that xAI energizes over the next 12 months is a revenue event that the market has not yet priced in. But this is not just an xAI story but rather why neocloud stocks are one of the most mispriced assets in the entire AI stack. Neoclouds charge $17 to $25 billion per gigawatt in contract value, a dramatic discount to xAI's pricing, but still an extraordinary business model when the underlying infrastructure costs $9 to $12 million per megawatt to operate and customers are signing 5-year locked contracts. H100 GPU-hours from neoclouds like Nebius at $2.95 per GPU-hour are 66% cheaper than hyperscaler rates, which is the structural reason enterprise AI teams are shifting spend to neoclouds at an accelerating pace. The neocloud market is projected to grow 69% annually through 2030 to reach nearly $180 billion and right now only a handful of public companies offer direct exposure to it. Nebius is the standout among the publicly traded neoclouds. It reported Q1 2026 AI cloud revenue of $399 million, an 841% increase year over year beating estimates, with its CEO stating that demand continues to exceed available capacity and customers are actively being turned away. Nebius commands a 20 to 25% revenue premium over peers thanks to its full-stack software offering, European sovereign positioning, and data residency advantages that physically prevent hyperscalers from competing for a large portion of its customer base. It has $49 billion in contracted backlog with Meta, Microsoft, and Nvidia meaning its revenue trajectory for the next three to five years is not a forecast, it is a schedule. The competitive moat is in power, permits, and speed exactly what xAI has proven is the true bottleneck. Jensen Huang said publicly that xAI deploys data centers faster than anyone else in the ecosystem, and Baker called out that this deployment speed advantage directly translates to monetization speed, every week of earlier energization at these pricing levels is worth hundreds of millions in revenue. Neoclouds with secured power, permits, and long-term customer contracts are not in a fair race against companies still waiting on grid connections and zoning approvals. The companies with the most locked in gigawatts coming online in 2026 and 2027 are about to have very good years.

The market is watching xAI charge $50 billion per gigawatt and the rest of the neocloud sector run up is just getting started (Save this). According to Gavin Baker of Atreides Management, this is the most important number in AI infrastructure right now, xAI is monetizing compute at $50 billion per gigawatt on the Google deal, 2 to 3 times what any neocloud competitor charges. Google is paying $920 million per month for access to roughly 110,000 Nvidia GPUs through June 2029, and Anthropic is paying $1.25 billion per month for Colossus 1's 300 megawatts. Baker's point is simple that stop tracking rocket launches, stop tracking GPU orders, model gigawatt additions. At $50 billion per gigawatt, every new gigawatt that xAI energizes over the next 12 months is a revenue event that the market has not yet priced in. But this is not just an xAI story but rather why neocloud stocks are one of the most mispriced assets in the entire AI stack. Neoclouds charge $17 to $25 billion per gigawatt in contract value, a dramatic discount to xAI's pricing, but still an extraordinary business model when the underlying infrastructure costs $9 to $12 million per megawatt to operate and customers are signing 5-year locked contracts. H100 GPU-hours from neoclouds like Nebius at $2.95 per GPU-hour are 66% cheaper than hyperscaler rates, which is the structural reason enterprise AI teams are shifting spend to neoclouds at an accelerating pace. The neocloud market is projected to grow 69% annually through 2030 to reach nearly $180 billion and right now only a handful of public companies offer direct exposure to it. Nebius is the standout among the publicly traded neoclouds. It reported Q1 2026 AI cloud revenue of $399 million, an 841% increase year over year beating estimates, with its CEO stating that demand continues to exceed available capacity and customers are actively being turned away. Nebius commands a 20 to 25% revenue premium over peers thanks to its full-stack software offering, European sovereign positioning, and data residency advantages that physically prevent hyperscalers from competing for a large portion of its customer base. It has $49 billion in contracted backlog with Meta, Microsoft, and Nvidia meaning its revenue trajectory for the next three to five years is not a forecast, it is a schedule. The competitive moat is in power, permits, and speed exactly what xAI has proven is the true bottleneck. Jensen Huang said publicly that xAI deploys data centers faster than anyone else in the ecosystem, and Baker called out that this deployment speed advantage directly translates to monetization speed, every week of earlier energization at these pricing levels is worth hundreds of millions in revenue. Neoclouds with secured power, permits, and long-term customer contracts are not in a fair race against companies still waiting on grid connections and zoning approvals. The companies with the most locked in gigawatts coming online in 2026 and 2027 are about to have very good years.

Milk Road AI

74,611 просмотров • 2 месяцев назад

We built a B2B SaaS sales company and here’s what it taught us about B2B SaaS sales 🧵👇 (but actually) Today we’re launching Rox, the first publicly available AI agent swarm for the top sales teams, and in the private beta it already helped reps grow their books 30%. 2025 is going to be a huge year for growth. Enterprises are doubling next year’s revenue goals, but no one is doubling team sizes. Every rep will have to bring in more, and AI can help them do that. But there’s a wrong way and a right way. Much of today’s AI aims to replace low-value work. But sales follows a power law: 90% of revenue comes from the top 15% of enterprise sales reps. The greatest gains will come from supercharging the highest value work — raising the ceiling, not the floor. Rox equips the very best with a swarm of AI agents, acting as an army of analysts to help them plan, prioritize, research, engage, and keep up with their customers. Over 35 of the best-performing enterprise sales teams have adopted Rox virally. For example, Ramp has rolled it out to their AE and AM teams, and we are now integrating their internal data systems with Rox. The Enterprise AE team alone gains 225+ hours per week to boost pipeline execution activities. Rox is now in public beta. No barriers. No need to request a demo. Try it now for free →

We built a B2B SaaS sales company and here’s what it taught us about B2B SaaS sales 🧵👇 (but actually) Today we’re launching Rox, the first publicly available AI agent swarm for the top sales teams, and in the private beta it already helped reps grow their books 30%. 2025 is going to be a huge year for growth. Enterprises are doubling next year’s revenue goals, but no one is doubling team sizes. Every rep will have to bring in more, and AI can help them do that. But there’s a wrong way and a right way. Much of today’s AI aims to replace low-value work. But sales follows a power law: 90% of revenue comes from the top 15% of enterprise sales reps. The greatest gains will come from supercharging the highest value work — raising the ceiling, not the floor. Rox equips the very best with a swarm of AI agents, acting as an army of analysts to help them plan, prioritize, research, engage, and keep up with their customers. Over 35 of the best-performing enterprise sales teams have adopted Rox virally. For example, Ramp has rolled it out to their AE and AM teams, and we are now integrating their internal data systems with Rox. The Enterprise AE team alone gains 225+ hours per week to boost pipeline execution activities. Rox is now in public beta. No barriers. No need to request a demo. Try it now for free →

Rox

242,016 просмотров • 1 год назад

🚨 do you understand what just happened to Microsoft.. Microsoft just dropped seven of its own MAI models, trained from scratch with zero distillation, and said its custom-tuned models already match GPT-tier quality at 10x lower cost. The partner that pays OpenAI's bills is now quietly building the thing that replaces it. - MAI-Thinking-1 hits human-preference parity with Sonnet 4.6 and 53% on SWE Bench Pro, right next to Opus 4.6 - MAI-Code-1-Flash delivers Haiku-class coding at just 5B params and is already shipping inside GitHub Copilot - A custom MAI model tuned for Excel matched GPT-5.4 while running up to 10x more efficiently - Their real weapon isn't the weights, it's that they're already inside everyone's Office, Teams, and VS Code The hard part was never training a good model. The hard part is being the room everyone already works in. Microsoft owns the room.

🚨 do you understand what just happened to Microsoft.. Microsoft just dropped seven of its own MAI models, trained from scratch with zero distillation, and said its custom-tuned models already match GPT-tier quality at 10x lower cost. The partner that pays OpenAI's bills is now quietly building the thing that replaces it. - MAI-Thinking-1 hits human-preference parity with Sonnet 4.6 and 53% on SWE Bench Pro, right next to Opus 4.6 - MAI-Code-1-Flash delivers Haiku-class coding at just 5B params and is already shipping inside GitHub Copilot - A custom MAI model tuned for Excel matched GPT-5.4 while running up to 10x more efficiently - Their real weapon isn't the weights, it's that they're already inside everyone's Office, Teams, and VS Code The hard part was never training a good model. The hard part is being the room everyone already works in. Microsoft owns the room.

BuBBliK

171,865 просмотров • 2 месяцев назад

We want to make AI accessible for everyone, so we're reducing our API prices by ~50%. Consumer AI growth is still blocked by model costs. 97% of consumer AI users will never pay. But every session still consumes tokens. This is the math we've found every consumer AI developer is stuck with. The model pricing they're forced to use, was built for $300/mo enterprise seats, not $10/month consumer subscriptions. So we're taking a step to solve this with reduced pricing across TTS, STT and LLMs. Teams like Wishroll, Biblechat, Talkpal, and Luvu are already seeing 40-95% reductions in their AI costs. Full breakdown on our blog: Pricing details in bio link.

We want to make AI accessible for everyone, so we're reducing our API prices by ~50%. Consumer AI growth is still blocked by model costs. 97% of consumer AI users will never pay. But every session still consumes tokens. This is the math we've found every consumer AI developer is stuck with. The model pricing they're forced to use, was built for $300/mo enterprise seats, not $10/month consumer subscriptions. So we're taking a step to solve this with reduced pricing across TTS, STT and LLMs. Teams like Wishroll, Biblechat, Talkpal, and Luvu are already seeing 40-95% reductions in their AI costs. Full breakdown on our blog: Pricing details in bio link.

Inworld AI

622,236 просмотров • 2 месяцев назад