theodp writes: During Microsoft's 2026Q4 earnings call, CEO Microsoft Satya Nadella took time to tout a dashboard he personally created using AI from a Morgan Stanley analyst's PDF research report, which suggested a rosy payback for the so-called MAG7's ('Magnificent 7' companies) massive capital expenditures on AI (to which Nadella later added a "not financial advice" disclaimer). "It would be fun for you, Adam. I think one of your colleagues put out an ROIC [Return on Invested Capital] document. I took that document to Copilot, which is a PDF, and I said, 'Build me a new Power BI dashboard, essentially.' But here is the thing. It built a rich semantic model that went into my Fabric with OneLake that brought all the data in from the external sources. In fact, it was current with all the SEC filings of all the MAG7. And then on top of that, the repo itself is in GitHub, but the artifact is sitting in my Copilot as a site. That, to me, is a classic example of an enterprise-wide workflow. I, as a knowledge worker, could go create a dashboard. The data engineer can go to Fabric and find the artifact. The professional developer can go to the repo and find it in GitHub. And by the way, it's all registered with Agent 365. That's a little bit of what Amy is describing as the coming together of a new way to work, even while at the same time, bringing IT, security and manageability of it." After Nadella's show-and-tell drew an underwhelming response during the call ("That's very helpful. Thank you." said the Morgan Stanley analyst whose team's work Nadella scraped with AI), Nadella turned to social media with posts on LinkedIn (12M followers) and Twitter/X (8M followers) to make the case for why his DIY project was such a brilliant demonstration of how AI enables governance, controls, security, development, testing, deployment, maintenance, data analysis/modeling, visualization, usability, and value. "Some more detail on the ROIC Intelligence App I built yesterday and mentioned on today's earnings call," Nadella wrote on LinkedIn. "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..." Not unexpectedly, the accompanying screenshot of a splash page for the BI app and a buzzword-laden complicated architecture diagram drew universal praise from LinkedIn fans, but also a few barbs from less-than-impressed commenters on Nadella's Twitter/X post, some of whom suggested Nadella's project might even represent a jump-the-shark moment for AI mania. "That he doesn't see whats wrong with saying 'My app is in Copilot, my code is in GitHub Enterprise; all my data pipelines/lake/semantic models are in Fabric' is exactly why MS is failing at AI,'" replied @PassingPixels on X/Twitter. "Dude is having to run 5 different systems to emulate babies first vibe code." @zigmund_ignatov added, "Why do we call glorified slide show an app?" @Mathupiriyan quipped, "Looks like Copilot just turned a PDF into a profit crystal ball." Unimpressed, @Markusndnb remarked, "So you created a web page using tons of proprietary MS tools." And @FishyAccounting called on Nadella to show-his-work, saying "Post the prompt or it didn't happen." (btw, Microsoft President Brad Smith similarly declined to provide the prompt for his own self-described amazing AI DIY reporting project that he touted at Microsoft's Shareholder Meeting last December). So, does Nadella's self-promoted AI reworking of someone else's PDF research report strike you as an amazing example of everything that's good about AI, or does it conjure up memories of The Emperor's New Clothes?Read more of this story at Slashdot.
Microsoft CEO Touts His Own DIY AI Project To Wall Street and His 20 Million Followers
Microsoft CEO Satya Nadella used the company's 2026Q4 earnings call and his social media accounts to showcase a Power BI dashboard he built with Microsoft's Copilot AI from a Morgan Stanley analyst's PDF report on the 'Magnificent 7' companies' AI capital expenditures, calling it a classic example of an enterprise-wide workflow. Nadella's demonstration drew an underwhelming response from the analyst and criticism from some social media users, who questioned the complexity and value of the project. The dashboard, which Nadella said was created with a single prompt and skill, integrates with Microsoft Fabric, GitHub, and Agent 365, and is intended to illustrate how AI can enable governance, security, and business value.
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