Bryn Talkington, managing partner at Requisite Capital Management, told CNBC on Friday that Copilot “feels like Teams. You just don’t want to use it.” She said her firm is taking out Copilot and putting in Claude instead.
The comment lands as Microsoft Corporation (NASDAQ:MSFT) CEO Satya Nadella is running a “Copilot code red” internally to overhaul Copilot, ahead of the E7 suite launch on May 1.
Copilot had 6 million daily active users in March, well behind Claude’s 9 million and ChatGPT’s 440 million, according to Sensor Tower data.
Talkington still owns Microsoft but said the stock’s next move comes down to Azure.
She wants to see 38-39% year-over-year cloud growth on the April 29 earnings report and warned anything below 37% may send shares lower.
She said she still prefers Alphabet Inc. (NASDAQ:GOOGL) over Microsoft, arguing Google Cloud is likely to outperform again this quarter.
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