Microsoft CEO on the AI agent opportunity: “This is probably the biggest TAM expansion ever.” “The cloud business was orders of magnitude bigger because people consumed more. I think the agent era will be even bigger than the cloud by orders of magnitude.” h/t @alexeheath

Microsoft AI CEO Mustafa Suleyman talks about the growing alarm about AI, and why he’s taking a human-first approach in an interview with Bloomberg’s Shirin Ghaffary for Bloomberg's Q&AI newsletter. Subscribe here:

Microsoft co-founder Bill Gates warned that artificial intelligence is a “powerful enough” tool to kill off a substantial portion of humanity, joining a growing chorus of tech leaders and employees calling attention to AI’s existential risks. Silicon Valley has escalated warnings about the potential for catastrophic harms from AI as the technology rapidly improves. Read more here: 📷: David Paul Morris/Bloomberg

MICROSOFT 🔥: A new Copilot app with Home, Code and Copilot modes has been introduced! > “Today we’re introducing the new Copilot to connect the tools people rely on with the next generation of capabilities they’ll need to build, customize and scale AI across work.” > Home contains Chat and Cowork options for day-to-day work. Office Copilot is included. > Code is powered by the same underlying tech as GitHub Copilot. A new Microsoft Managed Copilot Runtime for code execution has been added too. > Autopilot is a rebranded Scout Agent, Microsoft’s proactive AI assistant. * “It’s rolling out now through the Frontier program” Frontier testing time 👀

Microsoft is rolling out a new Copilot that merges consumer, workplace, and agentic models into a single product. "I don't think of any one form factor as the be-all end-all," @satyanadella told @dee_bosa.