Roberto Chamorro gilaberte @robchamow: "📝 Microsoft is reshaping Copilot,..."

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📝 Microsoft is reshaping Copilot, and this is important to understand. $MSFT (Microsoft) Microsoft wants Copilot to become the operating system for work with AI. This is what’s known as AI agents (or multi-agent orchestration). Copilot is evolving into a platform where multiple models coexist not just one. 96.7% of the potential is still untapped. Copilot penetration is only 3–3.3% of 450 million Microsoft 365 seats. The opportunity here is massive, driven by adoption. The core concept behind all of this is what we call “agents.” The real challenge is who builds the full stack the complete system. 📝 Full article available in open access. Microsoft is currently my largest position in the portfolio, with a 13.5% weight. open.substack.com/pub/robertochamorrogilaberte/p/microsoft-2026-2029-el-negocio-que?r=5b5str&utm_medium=ios $MSFT $AMZN (Amazon.com Inc) $GOOG (Alphabet) $NVDA (NVIDIA Corporation) $NSDQ100

Not investment advice. The author may have financial interests in the mentioned instruments.