Tom Warren

The first was obviously GitHub Copilot, and then Microsoft kind of like...

borrowed that, stole it, whatever you want to call it.

It's just ended with Copilot buttons in paint and in notepad and just all this craziness.

So I think they're definitely walking back where Copilot shows up and to make it more like how that super app is.

So they're going to get all those things that they've done and put them all into this single app.

But yeah, they definitely have a branding problem with it.

Yeah, so it's built on the Android open source project.

So they've basically fought that, and then it's essentially going to be a platform for agents across devices.

So we've seen Microsoft do this sort of platform play thing

multiple times in the past.

A lot of the time it's always been Windows, but you've seen Microsoft Band, HoloLens, Windows Phone, obviously.

They've always tried to position themselves as a platform for future hardware, right?

And it hasn't gone well.

So I'm very skeptical of it, but I'm also intrigued by it.

But I think the most curious thing about it is that they're positioning it as a platform that will run across devices, like they showed a badge concept, which is like a security card.

where you could touch a button, it would transcribe, and all that sort of stuff, and use a camera.

And then you've got this Amazon Echo Show sort of device that just scans your face, logs you in, and you've got your agent.

But I think they're not going to make those devices themselves.

They're sort of trying to position this as, we are going to build the platform, secure, et cetera, for enterprise use and all that sort of stuff.

But it just depends.