| #4observedSome more detail on the ROIC Intelligence App I built yesterday and mentioned on today's earnings call.
I took the PDF that Brian Nowak at Morgan Stanley put together for Hyperscale ROIC this week and used Copilot code (coming in our new superapp) with a single prompt + skill (/drill-me) to create the plan, then used autopilot in auto to create the full app (with history, lookups, scenarios, what-ifs, etc). And /rubber-duck to test.
And the best part is that all the artifacts are in my enterprise environment. My app is in Copilot, my code is in GitHub Enterprise; all my data pipelines/lake/semantic models are in Fabric. And everything is under Agent 365 IT/Sec/FinOps control!
So this is not about Tokenmaxxing or vibe coding. Every step of the way the rails are engineered to create value, making everything a long-term reusable asset, with governance/security, and cost controls.
This is the full system to drive business value. Disclosures: This is all pulled from public sources, and for illustrative purposes only...not financial advice! :)
Here is the app and architecture... | Jul 30 | 1.04M | 2.87K | 0.4% | 33 |
| #5observedA good read from Mark. Establishing a frontier ecosystem that empowers people and orgs everywhere is what we collectively need to build together. | Jul 28 | 806.8K | 1.21K | 1.0% | 33 |
| #6observedToday, we are announcing a series of updates that give customers frontier-grade security at half the cost.
MAI-Cyber-1-Flash is our first cybersecurity model, built ground up to find the most challenging vulnerabilities in complex code bases. When combined with MDASH, it delivers world-class performance at 50 percent of the cost of leading models.
We are bringing this capability to market through Project Perception, a complete agentic security offering grounded in real-world signals and security workflows. Teams of specialized agents work together to simulate attacks, detect and triage/investigate, and fix and remediate.
This is the benefit of building the harness, context/signals, and action space separate from one model family. By combining specialized models and data with the right agents, tools, security context, and harness, we can advance the frontier of cost to outcome. | Jul 27 | 740.5K | 1.42K | 1.0% | 33 |
| #7observedDelivery day at our Microsoft DCs as the first production Vera Rubins arrive. A huge thank you to our partners at @nvidia and our Azure hardware and datacenter teams for all the incredible work that brought us to this milestone! | Aug 21 | 827.8K | 489 | 0.8% | 31 |