# Bryn Talkington, managing partner at Requisite Capital Management, said Copilot “feels like Teams.

*fintech · news · 2026-04-10 · Benzinga*

## Key points

- Requisite Capital Management is replacing Microsoft Copilot with Claude due to user dissatisfaction.
- Copilot had 6 million daily users in March, trailing Claude's 9 million and ChatGPT's 440 million.
- Talkington warns Microsoft shares may fall if Azure cloud growth is below 37% in April earnings.
- Apple's CapEx is down about 15% year-over-year, showing rare capital discipline among mega caps.
- Bank of America data shows energy sector had its largest outflow since July 2024.

**Companies:** Microsoft, Apple, Alphabet Inc., Marathon Petroleum Corporation
**Countries:** United States

[Read the full story on Benzinga](https://www.benzinga.com/markets/equities/26/04/51763772/microsofts-copilot-feels-like-teams-why-this-fund-manager-is-swapping-it-for-claude)

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