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Rogo

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// recent coverage 5 mentions

19:03
2026-07-23
marginpoints.com
artificial-intelligence

Microsoft could do something big

Microsoft could sell its ~27% stake in OpenAI for over $200B and redeploy the cash into AI app-layer startups, according to an analysis by Margin Points. The move would allow Microsoft to capitalize o…

11:40
2026-07-21
sequoiacap.com
artificial-intelligence

Services: The New Software

The next $1 trillion company will be a software company masquerading as a services firm, according to an analysis of the AI industry. The key insight is that selling the work (autopilot) rather than t…

21:25
2026-06-25
microsoft.com
artificial-intelligence

Copilot in Excel: Built for the era of Frontier Finance

Microsoft introduced new Copilot features in Excel for finance professionals, including skills for repeatable workflows, financial connectors for trusted data, and improved traceability. The tools wer…

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