4 Tech Arguments (Number 3 Will Shock You), Mansion Section, John Arnold Joins | Viswa Colluru, Jake Adler, Adam Korsunsky

John Coogan (0:00)

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We got some debates on the timeline. I identified four debates for you. You don't want to call them debates though. You want to call them arguments, fights?

Jordi Hays (0:36)

I thought arguments.

John Coogan (0:37)

Okay, we're throwing down. We're throwing down.

Jordi Hays (0:39)

Wouldn't someone rather listen to an argument than a debate?

John Arnold (0:43)

Okay, I don't know.

Jordi Hays (0:45)

I don't want it to be a healthy, mature conversation. I want to be reaching over-

John Coogan (0:51)

I don't want it to be a whole bar on a debate fight.

First one, Microsoft. Is Microsoft about to have their Muse moment? They've launched Co-Pilot. Now they're launching a new product today. Is it going to be a breakout success? Is it going to compete directly with Meta and Muse? Or will it be a different thing entirely because it lives in the enterprise, it lives in the Microsoft ecosystem? Let's go to Tay Kim. He says, shots fired. Pump, pump, pump. Microsoft will go after Meta's Muse. Alex Heath's interview of Satya Nadella, he's doing the rounds. He talked to Diedra Bosa, talked to Alex Heath over on sources.news, still cooking.

Quote from Satya Nadella, or from Alex Heath. He wants to bring autopilot's AI chief of staff to your personal life too. It's not staying in Excel, it's not staying in Outlook, it's going to be cooking dinner.

Jordi Hays (1:46)

Big move going from a copilot to autopilot.

John Coogan (1:48)

Autopilot, yeah.

Jordi Hays (1:49)

It says a lot about their intentions with the product.

John Coogan (1:52)

Yeah, yeah. It is actually sort of the like, you know, is this AGI, is this not AGI? Like if you're in the copilot mode, you're sort of signaling we're not really in the AGI era. Autopilot feels more like, although it's a term, it's a vague definition, it is significant in the brand term. So it's a hardened version of OpenClaw. The agent gets its own computer, workspace and memory to work continuously. There was a very funny post from somebody in Meta who was like, you know, a lot of these agents, like the value prop is that it has its own computer, it has its own virtual machine with some real hardware behind it so you can have a file system as I think 8 gigs of storage. So you can say, oh, I need you to download some images and files, keep them in your cloud so you can access them at all times. It can obviously build a database, save records, your contact information, your calendar can mirror that. So it doesn't need to be pinging every service all the time, doing everything in the context window.

In the Ben Thompson Parley, it can write things down. This is very good. This is what everyone was doing with OpenClaw on their Mac minis. This is what people are doing with Codex, Cloud Code on their computers. Codex, of course, has like cloud threads that do something similar. The funny thing is that it's a real computer. This is a real computer.

And they're literally using a virtual machine, which is still a real computer. You have access to hardware, but it is a virtual machine. When you're not using it, it goes dark and someone else uses it. And I think there's still some confusion, because people were like, this isn't a computer at all. And it is.

Jordi Hays (3:32)

It sounds a little bit too good to be true.

John Coogan (3:34)

They're not just going to rack for you and just let you, if you sign up once and ever use it, it's just an efficient compute resources.

But it's just funny that we live in such a virtual time that someone can very seriously and basically correctly be like, it is real. It's a virtual machine. It can't get any more real than that. It's like, yeah, it could, but why would you? So no one cares. Anyway, Microsoft's doing the same thing, virtual machine for everybody. It'll have its own computer workspace and memory to work continuously. When I ask about Microsoft's consumer strategy, he points to its 100 million plus consumer subscribers, people that subscribe to consumer Microsoft services, call of duty, Xbox Live. These are the consumers. Now, Xbox is still pretty anti-AI.