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charles lamanna

T3 · host / generalist

Leads Microsoft's Copilot and agent platform; describes internal transformation where agentic coding and AI-driven analytics are reshaping software development and knowledge work.

3 calls·1 name·100% bull·last heard 2 months ago·Bloomberg Tech
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$MSFTMicrosoftposition

Microsoft Copilot agents transforming software development and knowledge work at scale

Agentic coding has shifted Microsoft engineers from writing code to overseeing AI-generated code, while Copilot democratizes data analysis across finance/HR/sales, driving 30M paid seats and doubling engagement YoY.

Bloomberg Tech2026-08episode →

most discussed · click a bar to filter

  • $MSFT

recurring themes

  • AI Agents2
  • Enterprise AI Adoption2
3 total
$MSFT
···
Microsoft
HIGHcharles lamanna·Bloomberg Tech·2 months ago·Intel Raises Cash, Apple Gets Downgraded | Bloomberg Tech 8/10/2026
Microsoft EVP: Copilot agents fundamentally rewriting software development and knowledge work with 30M paid seats
Agentic coding has shifted Microsoft engineers from writing code to overseeing AI-generated code, while Copilot enables finance, HR, and sales leaders to build their own analytics dashboards, cutting central team bottlenecks and accelerating decision-making. Paid seats jumped from 20M to 30M in six months with engagement matching Outlook and Teams.
"WITH AGENTIC CODING ARE SOFTWARE ENGINEERS ARE SPENDING TIME OVERSEEING THESE SYSTEMS WILL GENERATE THE CODE... OUR LEADERS CAN DO IT THEMSELVES IN AN AFTERNOON USING COPILOT... T…"
27:15
$MSFT
···
Microsoft
HIGHcharles lamanna·Bloomberg Tech·2 months ago·Intel Raises Cash, Apple Gets Downgraded | Bloomberg Tech 8/10/2026· position
Microsoft Copilot agents transforming software development and knowledge work at scale
Agentic coding has shifted Microsoft engineers from writing code to overseeing AI-generated code, while Copilot democratizes data analysis across finance/HR/sales, driving 30M paid seats and doubling engagement YoY.
"WITH AGENTIC CODING ARE SOFTWARE ENGINEERS ARE SPENDING TIME OVERSEEING THESE SYSTEMS WILL GENERATE THE CODE. SO THE JOB IS TO BUILD THINGS LIKE VERIFIERS OR VALUATIONS THROUGH TH…"
27:00
$MSFT
···
Microsoft
HIGHcharles lamanna·Bloomberg Tech·2 months ago·Intel Raises Cash, Apple Gets Downgraded | Bloomberg Tech 8/10/2026
Microsoft Copilot agents transforming software development and knowledge work with 30M paid seats and multi-model strategy
Copilot agents have fundamentally changed how Microsoft builds software and analyzes data, with engineers overseeing code generation and finance/HR/sales building their own reports; 30M paid seats reached in 6 months driven by multi-model choice, in-flow-of-work integration, and proprietary data differentiation.
"WITH AGENTIC CODING ARE SOFTWARE ENGINEERS ARE SPENDING TIME OVERSEEING THESE SYSTEMS WILL GENERATE THE CODE... WE HAVE MUCH LESS OF A BOTTLENECK AROUND UNDERSTANDING OF DATA AND…"
27:00
9
AI Agentstailwind
Microsoft and Shopify demonstrate AI agents transforming software development and commerce ground truth
Agentic AI is moving from copilot to autonomous actor: Microsoft engineers now oversee AI-generated code while finance/HR leaders self-serve analytics, and Shopify's structured merchant catalogs provide the critical ground truth that AI shopping agents need, yielding 2x conversion vs scraped data.
8
AI Agentstailwind
Agentic coding and analysis democratization reshaping enterprise productivity
Microsoft's internal transformation shows engineers shifting from writing to overseeing AI-generated code, while non-technical staff build their own analytics, reducing bottlenecks and accelerating decision-making.
8
Enterprise AI Adoptiontailwind
Microsoft Copilot hits 30M paid seats in 6 months with engagement matching core Office apps
Copilot adoption has inflected: paid seats grew 50% in six months (20M to 30M), conversation volume doubled YoY, and engagement now equals Outlook and Teams. Multi-model strategy (OpenAI, Anthropic, proprietary, open-source) and deep data integration (mail, files, dashboards) are key differentiation drivers.
7
Enterprise AI Adoptiontailwind
Copilot hits 30M paid seats with doubling engagement, driven by in-flow integration and data moat
Microsoft's Copilot growth inflects as multi-model strategy, native Office integration, and proprietary data access create compounding adoption advantages over standalone AI tools.