A profile of Microsoft EVP of Copilot Charles Lamanna, a potential Satya Nadella successor; a source says Microsoft is on track to pay Anthropic $2B+ per year (Aaron Holmes/The Information)

Aaron Holmes / The Information: A profile of Microsoft EVP of Copilot Charles Lamanna, a potential Satya Nadella successor; a source says Microsoft is on track to pay Anthropic $2B+ per year — In the summer of 2025, Microsoft was fielding customer complaints that its AI assistant, Copilot, was buggy and not good enough at automating work in Excel or PowerPoint.

A profile of Jacob Andreou, the 33-year-old former Snap exec leading Microsoft's consolidated Copilot team efforts to catch up with OpenAI and Anthropic (Sebastian Herrera/Fortune)
Sources: Anthropic is in talks to rent servers powered by Microsoft-designed chips; source: Anthropic has steadily increased its Azure usage since November 2025 (The Information)
Microsoft updates Edge with new AI features, including letting Copilot gather information from open tabs and use browsing history for more relevant answers (Emma Roth/The Verge)
In Q4, Microsoft's Anthropic investment saw a 3.2B gain, while its OpenAI investment was marked down ~600M but has generated a $5B gain on a full-year basis (Julie Bort/TechCrunch)
Sources and documents detail Satya Nadella's effort to revamp Microsoft's senior leadership, creating a startup-style operating model to compete in the AI race (Ashley Stewart/Business Insider)

Source: Techmeme | 2026-10-12

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