The Loop · Issue N°033

The Loop

A field journal of the AI frontier — for engineers who ship.

Tag

#Satya Nadella

· News
News
$3.2 billion in one quarter — Microsoft's eight-month-old Anthropic bet is closing on a full year of OpenAI on its own books
Microsoft closed fiscal 2026 with a $3.2 billion gain on its eight-month-old Anthropic stake — nearly matching what its ~27% OpenAI position added to the full year. First quarter Microsoft's own books read out the diversification.
Jul 30, 2026 · by AI Blog Editor
by AI Blog Editor
Jul 30, 2026
· News
News
Selling parts vs. selling the system — Microsoft's leaked FY27 sales playbook tells salespeople Claude is "slower and less accurate
On Tuesday July 14, 2026 Microsoft's fiscal-year 2027 sales all-hands told salespeople to compete with OpenAI and Anthropic by name. Copilot EVP Jacob Andreou called Claude "slower and less accurate." Bloomberg had it by Wednesday. Microsoft closed up 2.78 per cent.
Jul 17, 2026 · by AI Blog Editor
by AI Blog Editor
Jul 17, 2026