Software Engineer. Tech investor. $NVDA and $MSFT mega bull

Joined March 2024
Initially Copilot was just a brand that multiple (some may argue too many) adopted in our products. Each implementation was unique and product experiences varied widely. Now, company wide, we are using the same harness, the GitHub Copilot SDK. This is a monumental achievement for a company the size of Microsoft.
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Satya is always ahead of the game. Rolling out frontier agents and autopilot along with all the guardrails, model of your choice, fin ops, governance at m365 scale. This is why $msft will keep winning. Incredible job @satyanadella , @jacobandreou @OmarShahine @clamanna
We’re building Copilot as a new OS for work that spans every model, every form factor, and every task. Today, we’re announcing our biggest update to Copilot to date, bringing four things together: · Autopilot: proactive and long-running agent built for the enterprise · Code: build apps with Copilot, hosted inside your company’s tenant · Home: Chat + Cowork together · Office: now fully embedded in Copilot (and Copilot embedded in Office, of course!) Plus, you can invoke Copilot in Teams, and we’re introducing Today, a proactive experience that surfaces the most important information from across M365 without needing to ask for it. The way we work is changing and so are our workflows. This update brings AI into that flow, from answering a question, to building an app, to getting work done on your behalf.
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Exactly what I have been saying. Great job @jacobandreou and @clamanna
$MSFT copilot is now as usable for me as Claude was around March of this year, but importantly that is from inside a big Canadian bank that is regulated to shit and has massive security risks/concerns and a gigantic legacy codebase, so the fact it’s as good as it is is impressive
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When everyone doubted $MSFT, it came out with the best quarter in history. Never bet against @satyanadella . Congrats @jacobandreou and @clamanna for making copilot awesome.
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Some more detail on the ROIC Intelligence App I built yesterday and mentioned on today's earnings call. I took the PDF that Brian Nowak at Morgan Stanley put together for Hyperscale ROIC this week and used Copilot code (coming in our new superapp) with a single prompt + skill (/drill-me) to create the plan, then used autopilot in auto to create the full app (with history, lookups, scenarios, what-ifs, etc). And /rubber-duck to test. And the best part is that all the artifacts are in my enterprise environment. My app is in Copilot, my code is in GitHub Enterprise; all my data pipelines/lake/semantic models are in Fabric. And everything is under Agent 365 IT/Sec/FinOps control! So this is not about Tokenmaxxing or vibe coding. Every step of the way the rails are engineered to create value, making everything a long-term reusable asset, with governance/security, and cost controls. This is the full system to drive business value. Disclosures: This is all pulled from public sources, and for illustrative purposes only...not financial advice! :) Here is the app and architecture...
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Open-weight models are essential to a healthy AI ecosystem. Together with others across our industry, we are outlining a path for open-weight models to strengthen American competitiveness and expand economic opportunity, while protecting national security. microsoft.com/en-us/corporat…
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Amazing to see the progress of excel copilot this year. Game changer product @jacobandreou
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Expecting a GT win today. Top class innings loading from the finest Sai sudarshan @mukund
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I dmed sai in 2023 that he would best opener in the world. 2025 Orange Cap: 759 runs @ 54.21, SR 156.17. Backed it up in IPL 2026 with 700+ @ 180 SR. Elite elite player @mukund
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Expecting a world class innings from Sai sudarshan today. @mukund
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As usual, world class from sai. Deserved to open for India
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The new copilot app looks slick, snappy. Congrats @jacobandreou and @satyanadella
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Bullish on MSFT
Introducing Critique, a new multi-model deep research system in M365 Copilot. You can use multiple models together to generate optimal responses and reports.
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Congratulations to Team India on a fantastic T20 World Cup win 🇮🇳 Tough luck today, New Zealand. @Jaspritbumrah93, once again a match winner when it mattered most. @IamSanjuSamson, what a tournament and what an impact. Absolutely incredible.
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Using codex 5.3, i was able to make a full fledged game for my nephew. Models being trained on the next generation of blackwell models making a huge difference. Codex is a phenomenal product, as always thanks to @sama for changing the world
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Both MSFT and NVDA are looking seriously oversold right now , absolute steal at these levels. With the next set of OpenAI models being trained on NVIDIA GPUs, sentiment should naturally swing back toward ChatGPT as the year progresses
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Claude code and codex will be like the guttenberg press. They have the potential to spawn unicorns
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My top pick for 2026 among Mag 7 is $MSFT, enterprise penetration of AI is really undervalued. OpenAI will hands down beat google next year
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