George Gilbert
Technology industry analyst and guest on the episode providing strategic analysis of AI agents, Microsoft Office, and enterprise software transitions; frequent collaborator with the podcast on research-driven commentary.
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Feb 28, 2026 • 41min
Nadella’s sacrifice: Why agents threaten Office & how Microsoft responds
George Gilbert, technology industry analyst known for research-driven strategic takes. He breaks down why AI agents could displace Office as the primary work surface. They discuss Anthropic CoWork’s market shock and how agents treat files as components. They explore Microsoft’s Copilot Pages response, governance and pricing tensions, and implications for enterprise software transitions.
