Software engineers at Microsoft are now expected to use both Claude Code and GitHub Copilot and give feedback comparing the two, I’m told. Microsoft sells GitHub Copilot as its AI coding tool of choice to its customers, but if these broad internal pilot programs are successful, then it’s possible the company could even eventually sell Claude Code directly to its cloud customers.
Guys? Are we going to have to rename Microsoft products from Copilot to Claude soon?
Microsoft Claude 365?
I think Microsoft, as they often do, see the writing on the wall—the AI bubble bursting soon, taking AI-only businesses with them. What I see in this is a play to, at best, buy some extra good will with Anthropic so they can be first in line for the acquisition when the latter are tanking, or at worst (and more likely imo), get them dependent on Microsoft for revenue so that they have no other choice to be subsumed by them.
But I’ve been wrong about most economic/political predictions I’ve ever made, so we’ll see!
If there’s any company that will survive the bubble, it’s Anthropic. They’re the only company with a product, a business model, and customers that see long-term value in it.
This is true. But remember that Microsoft has an incomprehensible amount of money and if the bubble bursts Anthropic may survive but not at the same value.
I doubt Google couldn’t easily kill Anthropic by expanding their Antigravity project.
Antigravity is only rarely useful in software development.
The same could be repeated verbatim for any other AI agent.
They are tiiny and losing money by the skip full.
Their product may be one of the best, but they are more expensive, and they have no hope of making enough revenue to float their business.
MS and Google float their AI with their other profits, so it can work as a business model.
OpenAI is the one doing 800 billion dollar deals and buying all the memory in the world
Lol. They made some “deals” based on hope and a dream. In reality they are still posting net losses.
By the way, I have the very best bridge in the world to sell you. Interested?
Is there anybody left who thinks that openai is going to survive? I don’t think it has 6 months of life left.