This would be profitable if they could ship garbage for cheap, a la Microsoft Teams or Internet Explorer. But Copilot is worse at integrating with Office than Claude!
This is because Copilot has aggressive context pruning to meet its price point of $20/month. That prevents the AI from meaningfully using tools or being multimodal or anything else their competitors have.
If they added a $200/month tier many of their issues would go away.
I think that people often compare apples to oranges by comparing the “copilot” they have in Windows/Office/Teams etc to Claude Code which is ridiculous.
A better product to compare Claude Code to would be “Github Copilot CLI”, but I haven’t seen the two seriously compared anywhere.
But I agree, it sucks. It is the only AI we are able to use at work and for tasks that it should be good at (compare comment sheets against a deliverable register and assign to specific packages) and it just can’t do it. It can read the spreadsheet and understand them just fine but outputs are garbled nonsense.
Copilot seems to hit the technical level I'm asking about much more reliably. It keeps a more grounded general semantic model.
How TF can you go to market with such bugs.
Be fearful when others are greedy, and greedy when others are fearful. Etc.
Being greedy at the top will take longest time to recover. Catching the falling knife.
My feelings about these things don't come from markets.
Not investing advice, I’ve reallocated away from US domestic equities to international equities (VXUS) as a majority of a portfolio. This hedges against a correction from overweight Mag 7 exposure and US economic growth impairment from current policies (imho).
https://www.axios.com/2026/03/27/stocks-trump-iran-nasdaq
https://totalrealreturns.com/n/VTI,VXUS?start=2025-01-20
https://www.apolloacademy.com/sp-500-concentration-approachi...
Then once you have an answer to that question, that might point you towards what you want to be long.
Only a few of them will matter on a day-to-day basis if you're currently in the US with assets valued in USD.
OpenAI signed an agreement with GCP , that should say a lot.
and it is not good.
To get that to work they just would need to discard Musk and most things with him. Stop trying to make starship a thing, dump everything attached to it. Make a long term plan to improve the core lift capacity with actually achievable improvements.
I'll have a pet unicorn shitting rainbows before Musk leaves one of his toys or we see in-orbit leading-edge (or anything close to it) processor production. SpaceX is a decent albeit capital intensive business if it's valued at $100-200B. At the proposed $1.5T+ valuation for this dog... the bagholder search is on.