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.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Apr 2026 with 1.
Appearances
This will all paint a picture of what is happening with AI adoption in enterprises broadly.
Interestingly, co-pilots at Microsoft, it hasn't been the most hyped product.
GitHub Copilot, early, very, very early to the party.
Huge run rate.
Rocketed up to 500 million ARR very, very quickly.
But the horse race has always been, you know, Windsurf Cognition and Cursor and Codex and Claude Code.
And, like, the battle has been the startups for the most part.
Gemini's been in there.
GitHub Copilot has failed.
felt like it hasn't been dominating the narrative, but we're going to find out, is it still growing?
Because the market is really, really big.
It's possible that everything's growing, even if there's a horse race back and forth between the leading labs.
And so there will be a bunch of other questions answered around, how nuanced is the diffusion adoption question?
Microsoft has an incredible go-to-market team, an incredible go-to-market motion, enterprise sales motion.
And so is there an advantage that they have that they can press GitHub Copilot, even if it's not the sexiest product next to whatever's hot this week?
Can they get that into people?
Same thing, yeah.
Yeah, Slack was definitely the hot one, the hyped one, and Teams wound up doing very well.
And so we'll get a stronger read on what's going on there.
And then, of course, that M365 seat growth will tell us a lot about what does the future look like for seat-based enterprise software, the SaaS model broadly, because if all of a sudden that's falling off a cliff, well, it probably doesn't look good for other seat-based SaaS companies.
Showing 121–140 of 1,798 · page 7 of 90
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