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Nicolas Bustamante
Microsoft 365
3,242 posts
user avatar
Nicolas Bustamante
Microsoft 365
@nicbstme
AI for knowledge workers at @Microsoft. Prev: CEO @fintoolx (acq. Microsoft), CEO @doctrine (Acq. Summit Partners)
San Francisco
nicolasbustamante.com
Joined January 2022
592
Following
24.9K
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  • Pinned
    user avatar
    Nicolas Bustamante
    Microsoft 365
    @nicbstme
    Apr 17
    Article cover image
    Article
    Microsoft has acquired Fintool
    Every year, I go to Omaha to listen to Warren Buffett and Charlie Munger at the Berkshire Hathaway annual meeting. Buffett would describe his process: reading filings, analyzing businesses, building...
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    Nicolas Bustamante
    Microsoft 365
    @nicbstme
    Aug 24, 2024
    Coding with AI is ridiculously fast. I shipped the whole marketing website in one day with @v0, @cursor_ai, @shadcn and @AnthropicAI.
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    Nicolas Bustamante
    Microsoft 365
    @nicbstme
    Sep 23, 2023
    @sama talk at the @ycombinator alum meeting is packed like a Taylor Swift concert! SF is so back.
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    Nicolas Bustamante
    Microsoft 365
    @nicbstme
    Mar 21, 2025
    Replying to @deedydas
    I love it! I wish the underlying data was more accurate. I asked @fintoolx to identify data discrepancies and there are a lot: - $NOW number of employees is 26,293 not 22,000 - $NOW FY24 revenue is $10.9B not $8.5B - $NOW Subscription rev Q4 2024 is $2.8B not $2.96B - etc etc
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    Nicolas Bustamante
    Microsoft 365
    @nicbstme
    Mar 8, 2025
    Replying to @deedydas
    Most of the numbers like net income, gross margin etc are wrong. That’s the issue with general agents, the underlying web data is trash and not verifiable
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    Nicolas Bustamante
    Microsoft 365
    @nicbstme
    Aug 26, 2025
    Replying to @tanayj and @theinformation
    Doesn't pass the smell test at all. Also "do not incorporate the costs of running AI models for nonpaying users"
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    Nicolas Bustamante
    Microsoft 365
    @nicbstme
    Feb 2, 2025
    Replying to @karpathy
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    Nicolas Bustamante
    Microsoft 365
    @nicbstme
    Dec 11, 2024
    First PR entirely created by Devin from @cognition_labs. I was a bit skeptical but it works and the onboarding is smooth!
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    Nicolas Bustamante
    Microsoft 365
    @nicbstme
    Oct 13, 2025
    Replying to @rak_garg
    Short embeddings RAG. nicolasbustamante.com/p/the-rag-obit…
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    Nicolas Bustamante
    Microsoft 365
    @nicbstme
    Oct 21, 2025
    Replying to @natolambert
    It's because you can run Qwen on @cerebras at 2500 tokens/secs
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    Nicolas Bustamante
    Microsoft 365
    @nicbstme
    Sep 5, 2025
    I tried several AI assistants to book an international flight: - GPT-5 thought for 5 minutes and then hallucinated a Google Flights URL - @ChatGPTapp agent took 6 minutes but did a better job and found the route - @PerplexityComet found the same route in half the time
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    Nicolas Bustamante
    Microsoft 365
    @nicbstme
    Aug 29, 2025
    Replying to @buccocapital
    Turn the chart upside down; it will look better
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  • user avatar
    Nicolas Bustamante
    Microsoft 365
    @nicbstme
    Oct 2, 2025
    My article on the decline of RAG is at the top of Hacker News: The RAG Obituary: Killed by Agents, Buried by Context Windows. We built vector databases, embeddings, rerankers to help LLMs survive tiny context windows. GPT-3.5 could only read ~6 pages, GPT-4 about 12, while a
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    Nicolas Bustamante
    Microsoft 365
    @nicbstme
    Apr 18, 2025
    Wow @v0 is getting so good! Congrats @rauchg and team. It has completely replaced Figma for our team.
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