Rahul

@deedydas What about GitHub copilot CLI?

I’m not exaggerating, I hear from so many big software cos which don’t use Claude Code/Codex. CTOs are asleep at the wheel. Engineers are typing code by hand. Fixing a bug a day. Like it’s 2024. If youre at these cos, demand change or leave. Now. You’re in for a rude awakening.

@frankdegods Interesting idea

looking for few people to test this out and give feedback making discord later today, dm/reply if interested in joining github.com/rohunvora/past…

@JerryCap Waiting for jerry to open a Long on MSFT

$MSFT

Congratulations to Team India on a fantastic T20 World Cup win 🇮🇳 Tough luck today, New Zealand. @Jaspritbumrah93, once again a match winner when it mattered most. @IamSanjuSamson, what a tournament and what an impact. Absolutely incredible.

@protosphinx At ERP.AI, what’s your coding tools stack? Claude code only or do you use other tools?

Using codex 5.3, i was able to make a full fledged game for my nephew. Models being trained on the next generation of blackwell models making a huge difference. Codex is a phenomenal product, as always thanks to @sama for changing the world

@thearvindswami Arvind, curious to your vibe coding setup. Do you use codex/claude code?

Relevance comes from problem framing, verification, and system thinking—technical or not. Students who chase rote skills are likely to struggle; those who learn reasoning, analysis, judgment, domains, and AI-assisted workflows will adapt. If we believe this, we must address the gaps in how we educate and train our people, especially those who are working with us and those who are currently studying. This needs to be done now, the world as we know it is changing at a speed that we are not keeping pace with.

@JerryCap I still haven’t seen any of friends who don’t work in tech use Gemini. I struggle to understand why there is so much hate on Open AI, even though have a much better product

Smart $GOOG trying to reduce switching costs from ChatGPT.

@VijayT1609 True, i expect the next’s generation of open ai models to turn the sentiment towards OAI/MSFT

I think this is $MSFT 150's Google Moment If this doesn't shake off $MSFT, nothing will and something tells me Satya is going to do a Sergey + Sundar come back same time next year I ve got decent sized $MSFT LEAPS, Let's see

@bookwormengr @VijayT1609 Copilot runs enterprise. GitHub copilot is 80% parity with Claude code and they are shipping daily

@VijayT1609 Great admirer of Satya. But they have fumbled the early mover advantage in a big way. They were the first to launch Github Copilot. Today it is on nobody's mind. Most customers are not happy with MS 365 Copilot also. Not sure what is wrong.

@ramkris @ramkris curious to know what ai tools you use at maximor

wtf.. was in a lobby alone with 6 AI notetakers today

Both MSFT and NVDA are looking seriously oversold right now , absolute steal at these levels. With the next set of OpenAI models being trained on NVIDIA GPUs, sentiment should naturally swing back toward ChatGPT as the year progresses

@BenjaminDEKR Long all SAAS now🤣

What is the moat of *any* software company right now?

Claude code and codex will be like the guttenberg press. They have the potential to spawn unicorns

@buccocapital Never bet against nadella.

MSFT under 475 seems like a layup?

@championswimmer I’m using the GitHub Pro subscription, which costs around $100 per year. Surprisingly, it can match the capabilities of Codex and Claude code. GitHub has caught up a lot over the last one year

I don't know how many of you know this but the best no-code AI website builder is neither Lovable nor Replit. It very clearly is Github Spark. Use it once and you'll see the difference. Just miles ahead. Very very underrated. Ability to change the theme and data is 👌

@frankdegods @GregKamradt Frank is it possible to have a Claude code live stream today ?

@GregKamradt taste & strong opinions are the final moats

Regardless of technical automations in the coming years (ex: code) I’m optimistic about the relative value someone can provide if they upskill their craft

My top pick for 2026 among Mag 7 is $MSFT, enterprise penetration of AI is really undervalued. OpenAI will hands down beat google next year

I see this already happening in my team. The total number of remote works in my organization has gone down From approximately 10 people to 1 person. Even that person is planning to return back to office within 4-5 months. With AI, agency and in person presence has a huge advantage.

I