I’m a founder and decadelong Microsoft engineer. Here’s who I’d hire to lead the next stage of AI.
This as-told-to essay is based on a conversation with Rob Collie, a former Microsoft…
Microsoft blinked a little in the AI capex race. Wall Street loved it.
For several years, Big Tech has operated under a simple rule: spend more on…
Meta and Microsoft’s AI spending: a tale of two earnings reports
Meta's message to investors: The AI spending will continue until returns improve.AI spend was…
Microsoft is openly competing with OpenAI, Anthropic more than ever
Nadella also made clear that Microsoft is happily selling its own homegrown models, the…
Microsoft logs $3.2B from Anthropic investment, but OpenAI was a mixed bag
When Microsoft reported killer fourth-quarter earnings for its fiscal 2026 year (which ended June…
Microsoft keeps capex forecast unchanged, becoming one of the first data center giants to hold the line on AI spending
Microsoft kept its capex forecast unchanged on Wednesday, becoming one of the first data…
Microsoft CFO tells employees the company’s biggest AI bets are paying off
Microsoft's latest earnings were as much about reassurance as results.In a memo to employees…
Disney is ditching Microsoft’s GitHub Copilot and adding OpenAI’s Codex
Disney has decided it no longer needs a Copilot on its AI coding journey.The…
Microsoft launches its first cybersecurity model, plus a new agentic cybersecurity system
Microsoft on Monday launched its first cybersecurity-specialized model alongside a new AI cybersecurity platform…
Tech giants are getting caught in a compute conundrum
The past 12 months have not been kind to Microsoft.Once the most valuable company…
Mercor is embracing old-school Big Tech interview strategies that even Google and Microsoft are ditching
Mercor's interview process is less vibe coding, more whiteboarding.On an episode of the "20VC"…
Microsoft bet everything on AI. Is its North Star now a noose?
Three years ago, Satya Nadella catapulted Microsoft to the front of the AI race…
As US weighs response to Chinese AI, industry urges against broad open-weight restrictions
These companies, alongside other closed-source AI developers like Google DeepMind and SpaceX, are notable…
Microsoft, Meta, Nvidia, and Palantir have a message for Washington
In his first-ever post on X, Nvidia CEO Jensen Huang called attention to how…
I’m a Microsoft software engineer. AI makes hitting my deadlines much easier, but I’m still skeptical it will replace me.
This as-told-to essay is based on a conversation with Rahul Devikar, a 34-year-old senior…
Microsoft Strikes Deal For Mistral’s AI Computing Power
Microsoft on Tuesday sought to reassure European users with a "multi-billion-dollar" deal to rent…
