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VOICE ARCHIVE

Tom Dotan

@cityofthetown
46 posts
2025-04-26
Microsoft's consumer AI tool Copilot has been flat for a year and a fraction the size of ChatGPT, according to an internal presentation by CFO Amy Hood. One year is also the length of time Mustafa Suleyman has been leading the effort to turn things around https://www.newcomer.co/...
2025-04-26 View on X
Newcomer

Internal presentation by Microsoft's CFO Amy Hood: number of users for Copilot has been flat over the past year with ~20M weekly users, as ChatGPT grew to 400M

It's about as useless as their search bar.  Linux is looking more and more tempting every day.. 😅 [embedded post] Mastodon: Dare Obasanjo / @carnage4life@mas.to : Microsoft acqui-h...

2025-01-17
Microsoft is now forcing its AI tool Copilot onto US consumers of M365 and jacking up the price (much like Clippy, you can turn it off). We previewed this strategy last month as they tested it around the world and pissed users off. https://www.wsj.com/...
2025-01-17 View on X
The Verge

Microsoft bundles its AI-powered Office features into Microsoft 365 Personal and Home subscriptions for an extra $3 per month

MS takes the thing they were charging €20 p/m for, drops the price to €3 p/m but then tapes it to the product everyone has to buy so you can't even avoid it at the lower price.  — ...

2024-02-14
To believe Microsoft is worth 3T means believing Copilot for Office will be a major hit. So far companies that have tested it say it's fine but not revolutionary (except in Teams). And at $30 a month it's a tough sell. https://www.wsj.com/...
2024-02-14 View on X
Wall Street Journal

Copilot for Microsoft 365 testers question the $30/seat price and find Copilot the most useful in Teams and the least in Excel; Dow and others plan big rollouts

Tom Dotan / Wall Street Journal :

2023-10-10
Microsoft was racking up an OpenAI bill so large on its hit AI product Github Copilot that it was losing more than $20/month per person earlier this year But high costs are a problem for all tech companies trying to turn AI hype into profitable business https://www.wsj.com/...
2023-10-10 View on X
Wall Street Journal

Source: Microsoft's GitHub Copilot, the $10/month AI assistant with 1.5M+ users, loses an average of $20+/month per user and as much as $80/month for some users

2023-09-18
At Microsoft the fight for compute resources for any project not called OpenAI has become “kindergartners fighting over toys” Inside the GPU councils and the exec who instituted them, CTO Kevin Scott-the architect of its outside-the-company AI bet. https://www.wsj.com/...
2023-09-18 View on X
Wall Street Journal

A profile of Microsoft CTO Kevin Scott, whose OpenAI-or-bust strategy rankled some staff who found their AI projects pushed aside and their resources curtailed

2023-09-17
At Microsoft the fight for compute resources for any project not called OpenAI has become “kindergartners fighting over toys” Inside the GPU councils and the exec who instituted them, CTO Kevin Scott-the architect of its outside-the-company AI bet. https://www.wsj.com/...
2023-09-17 View on X
Wall Street Journal

A profile of Microsoft CTO Kevin Scott, whose OpenAI-or-bust strategy rankled some staff who found their AI projects pushed aside and their resources curtailed

Chief Technology Officer Kevin Scott spearheaded the tech titan's unlikely partnership with OpenAI  —  In the tech industry's artificial-intelligence race,

2023-08-28
“We believe that the COVID-19 pandemic and its variant outbreaks had minimal impact on our order volume following the third quarter of 2022” You can pretty much pinpoint in the Instacart S1 when Americans stopped caring about Covid. https://www.sec.gov/... [image]
2023-08-28 View on X
Axios

Instacart files for a US IPO, reports 2022 revenue up 39% YoY to $2.55B, $428M net income, up from a $73M loss in 2021, and H1 2023 revenue up 31% YoY to $1.48B

2023-08-27
“We believe that the COVID-19 pandemic and its variant outbreaks had minimal impact on our order volume following the third quarter of 2022” You can pretty much pinpoint in the Instacart S1 when Americans stopped caring about Covid. https://www.sec.gov/... [image]
2023-08-27 View on X
Axios

Instacart files for a US IPO, reports 2022 revenue up 39% YoY to $2.55B, $428M net income, up from a $73M loss in 2021, and H1 2023 revenue up 31% YoY to $1.48B

Common Stock This is an initial public offering of shares of common stock … Reuters : Instacart reveals IPO filing, disclosing PepsiCo investment, profitability Dan Frommer / The N...

2023-08-26
“We believe that the COVID-19 pandemic and its variant outbreaks had minimal impact on our order volume following the third quarter of 2022” You can pretty much pinpoint in the Instacart S1 when Americans stopped caring about Covid. https://www.sec.gov/... [image]
2023-08-26 View on X
Axios

Instacart files for a US IPO, reports 2022 revenue up 39% YoY to $2.55B, $428M net income, up from a $73M loss in 2021, and H1 2023 revenue up 31% YoY to $1.48B

Common Stock This is an initial public offering of shares of common stock … Bill Peters / MarketWatch : Instacart files for IPO, joining crowded field of gig-economy names as marke...

2023-04-01
So many contradictions around OpenAI's chief Sam Altman, who's leading the AI revolution, protecting us from it, trying to preserve humanity but also hasn't done a basic human thing like go to a grocery store in 5 years. by @berber_jin1 @keachhagey https://www.wsj.com/...
2023-04-01 View on X
Wall Street Journal

A profile of Sam Altman, whose social-minded capitalism may make him the ideal CEO for OpenAI as some say he's too commercially minded to lead a tech revolution

The CEO behind ChatGPT navigates the line between developing artificial intelligence on the cutting edge and pushing technology to dystopia

2023-01-14
Scoop: For years it looked like YouTube was leaving ad money on the table not making a FAST channel. Looks like that's about to change (my first @wsj byline w/@bysarahkrouse and @jtoonkel) https://www.wsj.com/...
2023-01-14 View on X
Wall Street Journal

YouTube is testing a hub of free, ad-supported streaming channels with select media partners, looking to compete with Roku, Paramount's Pluto TV, and Fox's Tubi

2022-10-26
Of all the areas of Google's Q3 business, the y/y drop in YouTube ad revenue feels the most ominous across the media and tech industry.
2022-10-26 View on X
Alphabet

Alphabet reports Q3 revenue up 6% YoY from $65.1B to $69.09B, $13.91B net income, down from $18.94B YoY, 186,779 employees, up from 150,028 YoY; stock drops 5%+

MOUNTAIN VIEW, Calif. - October 25, 2022 - Alphabet Inc. today announced financial results for the quarter ended September 30, 2022.

2022-09-17
The uber hack seems nightmarishly bad. And pretty depressing that the way around MFA is just spamming the victim until they give up and just allow themselves to be hacked. https://twitter.com/...
2022-09-17 View on X
New York Times

Uber takes some internal systems offline to investigate a network breach; Yuga Labs' Sam Curry says it appears the hacker pretty much has “full access to Uber”

what you need to know Msmash / Slashdot : Uber Investigating Breach of Its Computer Systems Prajeet Nair / BankInfoSecurity.com : Uber Probes Breach After Hacker Boasts About Intru...

The uber hack seems nightmarishly bad. And pretty depressing that the way around MFA is just spamming the victim until they give up and just allow themselves to be hacked. https://twitter.com/...
2022-09-17 View on X
The Verge

Uber says there is “no evidence” the hacker accessed sensitive user info, like trip histories, during the breach and that all its products are now “operational”

Uber says there is “no evidence” that any of its users' private information was compromised in a breach of its internal computer systems.

2022-09-16
With this and that corn kid video, GenZ has had a bad month of looking pretty old. https://twitter.com/...
2022-09-16 View on X
TechCrunch

TikTok rolls out Now, a BeReal-like feature, to its app in the US, with daily prompts to capture a 10-second video or a photo using both front and back cameras

meet TikTok Now Sumit Adhikari / Android Headlines : TikTok ‘Now’ Debuts As The Latest BeReal Clone Vish Gain / Silicon Republic : TikTok is now trying to BeReal with a new feature...

2022-07-22
Snap's earnings quote that “our financial results for Q2 do not reflect our ambition” is the rallying cry for all underachieving millennials. I love it.
2022-07-22 View on X
CNBC

Snap Q2: revenue up 13% YoY to $1.11B, vs. $1.14B est., DAUs up 18% to 347M, vs. 344.2M est., net loss of $422M, up from $152M YoY

- Snap missed on the top and bottom lines in its second-quarter earnings report.  — The company authorized a stock repurchasing program of up to $500 million.

2022-04-28
All these Hollywood execs in Netflix schadenfreude articles are members of a leper colony laughing at someone for losing a limb while gangrene slowly creeps up their leg. https://www.hollywoodreporter.com/ ...
2022-04-28 View on X
The Hollywood Reporter

What went wrong at Netflix: sources say VP of content Cindy Holland's departure in 2020 let chief content officer Ted Sarandos prioritize quantity over quality

As rivals toggle between schadenfreude and fear, top creators and insiders are increasingly becoming vocal about what's gone wrong with the streaming giant's culture.

2022-04-22
The team and I are 100% off the grid next 2 weeks for a creative retreat planning our upcoming series on CNN+. Can't wait til May to show you what we've been cooking up!
2022-04-22 View on X
New York Times

Warner Bros. Discovery will shut down CNN+ on April 30, after its March 29 debut; sources: CNN+ had ~150K subscribers and was on pace to hit first-year goals

the same firm that suggested pharmacists get REBATES for opioid deaths—charged CNN millions to tell it what someone wanted to hear. Every $ wasted could have gone to paying journal...

2022-04-15
This is exactly why I said seven years ago that the government should nationalize Twitter.
2022-04-15 View on X
Bloomberg

Filing: Elon Musk delivers a non-binding proposal to take Twitter private by acquiring all outstanding stock for $54.20 per share, in a cash deal worth ~$43B

not “cancel culture” — are ruining discourse Eugene Robinson / Washington Post : If Elon Musk wants Twitter, he's welcome to it Financial Times : How Elon Musk could fund his $43bn...

This is exactly why I said seven years ago that the government should nationalize Twitter.
2022-04-15 View on X
The Information

Source says Twitter's board of directors views Elon Musk's takeover offer as unwelcome, suggesting the company will fight the bid

Amir Efrati / The Information :