Tue. 06/24 – Is Microsoft Struggling To Sell Copilot?

Jun 24, 2025 16m

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Episode Description

A new Xbox branded Meta Quest. Amazon is expanding same day delivery even more. What does it mean for the AI race if ChatGPT seems to be outcompeting Microsoft’s Copilot offerings in the enterprise space? Why is Wall Street leading the way on AI adoption? And what exactly is Mira Murati’s big new AI startup going to do, exactly? Sponsors: Venice.ai/techmeme and code: techmeme Links: After a year of waiting, Microsoft's Meta Quest 3S "Xbox Edition" is here — our hands-on review of this (very) limited edition partnership (Windows Central) Amazon bringing same-day delivery to ‘millions’ of rural customers (The Verge) Tesla Robotaxi Incidents Draw Scrutiny From US Safety Agency (Bloomberg) Waymo’s robotaxis are now available on the Uber app in Atlanta (The Verge) ChatGPT's Enterprise Success Against Copilot Fuels OpenAI and Microsoft's Rivalry (Bloomberg) Goldman Sachs launches AI assistant firmwide, memo shows (Reuters) Thinking Machines Lab’s $2B Seed Round Is Biggest By A Long Shot (Crunchbase News) How Ex-OpenAI CTO Murati’s Startup Plans to Compete With OpenAI and Others (The Information)

AI-Generated Summary

Meta Quest 3S Xbox Edition Unveiled

Microsoft and Meta have launched the Meta Quest 3S Xbox Edition at $399, which includes a headset, controllers, and subscriptions, presenting a significant upgrade from previous models. The new headset enhances VR experiences, allows for hand tracking, and integrates Xbox Cloud Gaming, making it more accessible and user-friendly than earlier versions.

Amazon's Expanding Same-Day Delivery

Amazon plans to extend its same-day and next-day delivery services to millions of rural Americans by the end of 2026. These services will focus on everyday essentials and based on local buying habits, supported by significant investments in facilities and staff to enhance logistics.

Tesla's Former Model Y Under Investigation

Tesla's robot taxis are facing scrutiny from the NHTSA for apparently breaking traffic laws. Incidents were captured on social media showing Teslas operating dangerously, raising concerns about the safety of its autonomous driving systems.

Waymo's Robotaxi Service Launches in Atlanta

Waymo has introduced its robotaxi service in Atlanta via Uber's app, operating within a designated area. The service starts small, with plans for gradual expansion, highlighting the competitive landscape for autonomous ride-hailing.

ChatGPT vs. Microsoft Co-Pilot in AI Market

A growing preference for OpenAI's ChatGPT among enterprise users is reportedly hindering Microsoft's ability to sell its AI tool, CoPilot. Many organizations are in trials with both products, as ChatGPT's familiarity provides it an edge in the market.

Wall Street's AI Adoption Surge

Goldman Sachs and other financial institutions are leading in AI adoption. Companies like Goldman and Citibank have launched their own AI tools to improve efficiency, showcasing an active movement towards integrating AI in corporate environments.

Mira Murati's Thinking Machines Lab

Mira Murati's startup, Thinking Machines Lab, raised a record $2 billion in seed funding. While details on their offerings are sparse, the firm aims to develop customizable AI models that align with specific business metrics, indicating a strong entrepreneurial push in the AI sector.