rip, clippy — the tech giant is betting big on a far more effective office ai assistant — copilot. seconds. it can also summarise discussions which take place in microsoft teams, without you having to be there. i was given an exclusive opportunity to try copilot out ahead of its wider launch. one of the things that we talk a lot about internally is the evolution of meetings. maybe sometimes you get double booked, maybe sometimes you know that you only need to go to a meeting forjust a couple of minutes of the content, rather than the whole thing. so there's no more fear of missing out, we now have the joy of missing out. and so this is what we call intelligent meeting recap — it's a feature of microsoft teams, and it uses al to bring together a summary of the meeting. and so, you know, it's really helpful. if i have an hour—long meeting, you know, i canjump and watch the ten minutes that i need to, etc. i can also see when i've been mentioned in the meeting — which is really helpful, especially if you miss it. but we are now able to use copilot to really understand, you know, what

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it's not clippy. is microsoft just a better value or is it purely an a.i. play at this point? apple, we talk about ar, augmented reality. we don't talk a lot about a.i. with apple. >> yeah, well, i mean, i think a.i. is such a nebulous term. it means so many things to so many different people. with microsoft, their partnership and ownership of openai, not only is that integrated in every aspect of microsoft, they can monetize it immediately, not only with their cloud but openai. i think they're both wonderful companies. as an investor over the next few months, i feel microsoft has more positive metrics that will have people buy into the stock with positive energy than apple, which clearly was a disappointment. it can't -- it's not positive today when everything is up. you know, tells you what sentiment is on wall street right now. >> i know you own nvidia, so it's probably a dumb question. but do you lose any sleep at all about owning nvidia at this multiple, at this valuation? >> it's not that expensive of a stock, first of all. historically it's been more expensive than it i