We can't promise we'll be as good as @jaminball but I've been using his tweets to test @finsterai with :)
If you want insights across earnings calls (and a lot more!) across companies, time periods with high quality citations and audit trails -- chat to us!
Some data / stats on AI related products at Microsoft. Real revenue!
Azure AI Services
- $5b run rate up 900% YoY
- 60k customers up 60% YoY
- Responsible for ~8% of overall Azure growth this Q
Developer Tools
- GitHub at $2b run rate (It was ~$1b in Sept '22)
- GitHub CoPilot: ~$300m ARR. They accounted for 40% of overall GitHub growth this year and is "larger than GitHub when Microsoft acquired it"
- 77k orgs using CoPilot up 180% YoY
- 480k orgs using AI powered capabilities in Power Platform. 48m MAUs up 40% YoY
Future of Work
- Daily users of Office Copilot doubled QoQ
- Office CoPilot customers grew 60% YoY
- Customers with >10k seats of Office CoPilot doubled QoQ
- 1k customers used CoPilot for Security
Half my feed is this these days. And then I assume its a troll, open their profile and its like 15K followers, half my mutuals are London VCs. Same VCs who sit on panels about “betting on immigrants”.
Vibe coding is another perfect example of how AI lowers the barrier to entry:
Then: your ability to execute
Now: your ability to invent ideas worth executing
A founder hit me up after I posted this and showed me his new highly specific, highly domain-knowledge-driven app which has very achievable goals that align what I'd expect should be achievable by LLMs in finance (automation of rote/boring/junior work). Perfect.
we use this to 1) combine exisitng knowledge into new conclusions/knowledge 2) realise when we need to go look up new stuff
Thats where that behaviour comes from. AI can/will do this. It's what will start happening when he let agents do their own thing under some high level reward/goal
@dwarkesh_sp Simplification: It's because humans have another layer approx called~ "inquisitiveness" where we constantly, sub consciously ask ourselves questions.
All the way from "willl this kill me if I touch it? oh no fire hot" to "maybe this is a good candidate drug".