Software engineers at Microsoft are now expected to use both Claude Code and GitHub Copilot and give feedback comparing the two, I’m told. Microsoft sells GitHub Copilot as its AI coding tool of choice to its customers, but if these broad internal pilot programs are successful, then it’s possible the company could even eventually sell Claude Code directly to its cloud customers.
Guys? Are we going to have to rename Microsoft products from Copilot to Claude soon?
Microsoft Claude 365?
I think Microsoft, as they often do, see the writing on the wall—the AI bubble bursting soon, taking AI-only businesses with them. What I see in this is a play to, at best, buy some extra good will with Anthropic so they can be first in line for the acquisition when the latter are tanking, or at worst (and more likely imo), get them dependent on Microsoft for revenue so that they have no other choice to be subsumed by them.
But I’ve been wrong about most economic/political predictions I’ve ever made, so we’ll see!
If there’s any company that will survive the bubble, it’s Anthropic. They’re the only company with a product, a business model, and customers that see long-term value in it.
This is true. But remember that Microsoft has an incomprehensible amount of money and if the bubble bursts Anthropic may survive but not at the same value.
I doubt Google couldn’t easily kill Anthropic by expanding their Antigravity project.
Antigravity is only rarely useful in software development.
The same could be repeated verbatim for any other AI agent.
Its almost like everyone building this shit at one point in the past 5 years called themselves a “software developer” and might have a good insight as to what that job entails. Posibly why LLMs are kinda competent at the job of development, they are being built by 1000’s of ex software developers.
Probably wont be good at law or chemistry because the people building it have a felon musk level of understanding about those jobs.