Investor letter: TCI, one of the world's biggest hedge funds, cut almost all of its $8B Microsoft stake, citing AI risks primarily for Office and some for Azure
Investor letter: TCI, one of the world's biggest hedge funds, cut almost all of its $8B Microsoft stake, citing AI risks primarily for Office and some for Azure
TCI has cut its position in tech giant from 10% to 1% — Sir Christopher Hohn's hedge fund TCI has dumped almost all of its $8bn stake …
Report: China's 360 Digital Security Group has uncovered ~1,000 previously unknown vulnerabilities, including in Microsoft's Office, using an AI-powered agent
A large Chinese cybersecurity firm is using artificial intelligence to identify security vulnerabilities in widely used software applications …Source:Natto Thoughts.
Microsoft launches E7, which bundles Office tools and Copilot, for $99/user/month, a 65% jump; of its 450M+ business users in January, ~3% also paid for Copilot
Microsoft announced Copilot Cowork, built with the technology that powers Claude Cowork and bringing long-running …Jared Spataro:For organizations across industries, the first wave of AI implementatio...
Investigation: after Trump returned to the White House, the SEC eased up on or dismissed 60%+ of ongoing crypto cases, including ones about Trump-tied companies
So Why the Headline? New York Times : How The Times Analyzed the S.E.C.'s Cryptocurrency Enforcement X: Alex Thorn / @intangiblecoins : i really want to believe that NYT is trustworthy but that has be...
Microsoft's OpenAI investment resulted in a $3.1B hit to Q1 net income; Productivity and Business Processes revenue, with Office and LinkedIn, grew 17% to $33B
www.theregister.com/2025/10/29/ m... Robert Evans / @iwriteok : silicon valley investors: for the low one-time price of $5 billion i promise to lose you significantly less than $11.5 billion a quarter...
The EU ends an antitrust probe against Microsoft with no fine and accepts its concessions, including offering Office without Teams in Europe for seven years
US tech group faced scrutiny over how it bundled together its Teams and Office products — Microsoft has avoided an EU fine …
Sources: Microsoft will use Anthropic's models for some AI features in its Office 365 apps, after finding Claude Sonnet 4 beats OpenAI's GPT-5 in some tasks
Microsoft moves beyond OpenAI? Igor Bonifacic / Engadget : Microsoft reportedly plans to start using Anthropic models to power some of Office 365's Copilot features Sherwood News : Census data shows d...
Sources: Microsoft is set to avoid a potentially hefty EU antitrust fine by agreeing to sell Teams separately from its Office 365 and Microsoft 365 packages
Microsoft Corp. is set to avoid a potentially hefty antitrust fine after the European Union got positive feedback … X: @stokel . Bluesky: @danhon.com , @daviduzumeri , and @quinnypig.com X: Chris Stok...
Microsoft says it is giving the US GSA $6B+ in potential savings on Office, Azure, Dynamics 365, and more over three years, including $3.1B in the first year
Microsoft has agreed to give the U.S. General Services Administration $3.1 billion in potential savings over the course of a year …