Jason Yanowitz
speaker
1,798 appearances
2 recordings
2 series
first heard Apr 2020
last heard 29 Apr
Jason Yanowitz’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Apr 2026 with 1.
Appearances
I actually vibe coded something.
You got to give me a discount.
That would show up in cloud margins.
Will it show up?
I don't think it will, but we'll see.
I think it's going to be fine.
Copilot adoption and ARPU.
How much are they actually rolling these out?
Are they actually getting incremental spend?
Are companies willing to send more of their hard-earned dollars to Microsoft for better AI services, better features, copilots?
Then M365, seat growth.
That's a really important one.
Are people adding more seats?
Are they hiring?
Like we've seen some layoffs in big tech, but how is the overall economy doing?
How many more seats are being rolled out?
Again, with the question of like, does your AI agent need a seat and so you have more seats?
Does your AI agent replace 20 seats and then you only have one seat and you have 20 agents that are all logging in through the same M365 seat?
These are like more long-term questions, but we're getting an early read today.
GitHub co-pilot momentum.
Showing 101–120 of 1,798 · page 6 of 90
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