Microsoft

Microsoft is a global technology leader that develops and licenses software and services across a broad range of devices. It is headquartered in Redmond, Wash., and was founded in 1975 by Bill Gates and Paul Allen. Satya Nadella currently serves as CEO. Microsoft’s divisions include Windows, Office, Azure and LinkedIn. The company’s competitors include Apple, Amazon and Google. Our coverage of Microsoft closely follows the company’s attempts to lead in artificial intelligence, such as its major $11 billion investment in OpenAI.

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Sam Altman and Ilya Sutskever in 2023. Getty Images
Artificial Intelligence

An OpenAI Founder Discusses Anthropic Merger Talks, Internal Beefs in Deposition

By Rocket Drew · Oct 31, 2025 6:47pm PDT
Anthropic initially expressed “excitement” about a possible merger with OpenAI two years ago, after OpenAI’s board fired CEO Sam Altman, OpenAI co-founder and former chief scientist Ilya Sutskever told attorneys in a deposition made public this week. Such a deal would have potentially placed Anthropic CEO Dario Amodei at the helm of OpenAI. He... Anthropic initially expressed “excitement” about a possible merger with OpenAI two years ago,...
Art by Clark Miller; images via YouTube
The Big Read

Benchmark’s AI Pressure Test: High Prices, Smaller Stakes—and a Poached Star

By Natasha Mascarenhas · Oct 31, 2025 9:49am PDT
Last year, Benchmark, the storied venture capital firm, embarked on a lavish courtship of Brendan Foody, founder and CEO of Mercor, a startup that fills a lucrative niche in AI by hiring workers to train AI programs. First, General Partner Victor Lazarte chatted with Foody over Zoom. Then Peter Fenton, the firm’s longest-tenured active GP, took... Last year, Benchmark, the storied venture capital firm, embarked on a lavish courtship of Brendan...
Andy Jassy. Getty Images
The Briefing

Amazon’s Cloud Lifts

By Martin Peers · Oct 30, 2025 5:10pm PDT
The cloud over Amazon is lifting. The e-commerce and cloud giant reported Thursday that its cloud unit, Amazon Web Services, accelerated revenue growth by nearly 3 percentage points to 20% in the third quarter, its fastest rate of expansion since the end of 2022. That means AWS, by far the biggest of the major cloud firms, has joined its nearest... The cloud over Amazon is lifting. The e-commerce and cloud giant reported Thursday that its cloud...
Amy Hood. Photo by Getty Images
Applied AI

How Microsoft Escaped the AI Margin Squeeze; An FDE Boom

By Aaron Holmes and Kevin McLaughlin · Oct 30, 2025 10:33am PDT
Microsoft shared some good and bad news with investors during its quarterly earnings call Wednesday: More customers have been using Microsoft’s suite of AI copilots, but many of them aren’t paying for it. Microsoft said more people are using Copilot Chat, which provides ChatGPT-like features to Office 365 subscribers for free (more advanced... Microsoft shared some good and bad news with investors during its quarterly earnings call...
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The Briefing

What Google, Meta and Microsoft Numbers Revealed

By Martin Peers · Oct 29, 2025 5:00pm PDT
Mark Zuckerberg is doubling down on AI—again. And the cost is mounting. Meta Platforms reported Wednesday that its increased investment in AI, both for hiring star AI researchers and for investing billions in data centers, hurt its operating profit margins and squeezed its free cash flow by one-third in the third quarter. Since the end of last... Mark Zuckerberg is doubling down on AI—again. And the cost is mounting. Meta Platforms reported...
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Applied AI

Microsoft’s AI Bundle Gets In Trouble

By Aaron Holmes and Kevin McLaughlin · Oct 28, 2025 10:30am PDT
Microsoft last year got more aggressive about getting people to pay up for artificial intelligence features in its Office productivity suite, such as those that draft emails or summarize documents. It began including AI features by default and raising the baseline price of Office for individual consumers by 30%. The maneuver paid off, as... Microsoft last year got more aggressive about getting people to pay up for artificial...