- Copilot is the worst AI agent on the market. Over 50% of people I've spoken to that say AI is overhyped, when pressed, admit they were only using Copilot.
This would be profitable if they could ship garbage for cheap, a la Microsoft Teams or Internet Explorer. But Copilot is worse at integrating with Office than Claude!
This is because Copilot has aggressive context pruning to meet its price point of $20/month. That prevents the AI from meaningfully using tools or being multimodal or anything else their competitors have.
If they added a $200/month tier many of their issues would go away.
- Their target is not coders, it is the professional world who do 90% of their work in Office applications, like me. A $200/m model absolutely does not fly when rolled out to entire corporations. It needs to be a $20/user/month product.
But I agree, it sucks. It is the only AI we are able to use at work and for tasks that it should be good at (compare comment sheets against a deliverable register and assign to specific packages) and it just can’t do it. It can read the spreadsheet and understand them just fine but outputs are garbled nonsense.
- Copilot is actually significantly more reliable at technical tasks with SQL or C# than others, i've found. Do we have different use cases?
Copilot seems to hit the technical level I'm asking about much more reliably. It keeps a more grounded general semantic model.
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- Copilot was by far the worst for coding. Not that the code snippets it would generate were not good, but due to the insane number of bugs in its UI. It would just spit out blank blocks thinking they contained code. When I asked it to repeat the steps which were empty, it would generate the same empty blocks like "here's your code" lol
How TF can you go to market with such bugs.
- In stock price, no the earnings
- If one were to think a major stock market crash was coming up, led by the AI bubble bursting, but reinforced by the major self-own that is the Iran war, how would one best prepare ones investments?
- One should either weather out the storm or if one wants to cash out soon or manage their portfolio more closely they would pick the defensive assets they trust the most and hold until they stop thinking the stock market crash is coming up or stop trusting those assets. If they really think the crash is imminent, maybe investing some excess money into shorting the market while setting trailing stop loss would be a fun activity that might turn profitable
- The advice I have heard is if you think there will be a significant drop in the market you liquidate all your holdings while they are still high and then rebuy when the price is low. Granted this is a gamble though, if you’re wrong then you just sold all your stock and are no longer participating in the market plus you need to pay capital gains tax
- Either you need the cash now and are already in short-term treasuries or you're it it for the long-term and you'll be laughing at this question when the Dow hits 100k.
- Dunno, but yesterday was the first time ever I felt confident shorting nearly across the board. Nearly.
- If everyone (most people) think the same, shouldn't you do the opposite?
Be fearful when others are greedy, and greedy when others are fearful. Etc.
- I don' think that logic is intended for the top... It is what you should do when you are closing to bottom or are recovering already but most of the market does not yet see it.
Being greedy at the top will take longest time to recover. Catching the falling knife.
- That might be the case if the market was completely abstract and removed from ground truths.
My feelings about these things don't come from markets.
- https://www.lynalden.com/march-2026-newsletter/ (control-f “The Investment Implications of Chaos”)
Not investing advice, I’ve reallocated away from US domestic equities to international equities (VXUS) as a majority of a portfolio. This hedges against a correction from overweight Mag 7 exposure and US economic growth impairment from current policies (imho).
https://www.axios.com/2026/03/27/stocks-trump-iran-nasdaq
https://totalrealreturns.com/n/VTI,VXUS?start=2025-01-20
https://www.apolloacademy.com/sp-500-concentration-approachi...
- You can go all cash so not risking leverage via shorts, etc. But a lot of folks think that's dumb. I feel better being in cash right now as the mental stress of big loses in middle age is not worth the missed gains if I'm wrong. To each their own.
- You don’t think the US dollar will take a dive along with US stocks?
- What specific thing(s) are you worried that USD will take a dive relative to?
Then once you have an answer to that question, that might point you towards what you want to be long.
- How would buying Euros compare in terms of exposure?
- Microsoft is one of the least likely large companies to benefit from an AI boom. They don’t have the capacity to support OpenAI and their own foundational models, they aren’t providing a compelling story for wrapping OpenAI, windows continues to suck…
OpenAI signed an agreement with GCP , that should say a lot.
- Once we are able to run language models on any consumer hardware with good T/s Windows will become an absolute powerhouse just like it did in gaming with DirectX. Any application will be able to be AI infused and the API to do so will be consistent and free to the business offering it.
- This is a leading indicator for what is to come after the IPOs of SpaceX, OpenAI and Anthropic this year.
and it is not good.
- With any luck they've missed their exit dumping window.
- spacex is particular is desperately searching for a bagholder. Leveraging the obvious synergies between rockets (a mediocre business), xai (a horrid business), and social media that lost more than half it's already modest revenues...
- SpaceX has reasonable business in it. Not a hypergrowth one, but one which should be solid in long term.
To get that to work they just would need to discard Musk and most things with him. Stop trying to make starship a thing, dump everything attached to it. Make a long term plan to improve the core lift capacity with actually achievable improvements.
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