Microsoft disappointed many companies because while it started with co-pilot, it did not deliver the value it promised initially, but now real value is emerging in agentic applications.
factualpending
Speaker
Mark BenioffEvidence Quote
“Microsoft has really disappointed so many companies they kind of started with you know co-pilot but they've really not found the value that they want to get to with AI but now we're really seeing that happen with the agentic uh vision of the world [7:55]”
Source
Ray Dalio and Salesforce’s Benioff on AI, trade wars and new world order— CNBC International LiveCreated: 8/11/2026, 5:33:25 AM
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