Far be it from me, someone of average intellect, to question a genuinely smart person, but in no universe should anyone use the words “real time”, “fresh”, or “constant” to describe SEC filings.
Satya Nadella reveals his coding agent pulls every hyperscaler and neoclouds' SEC filings into a dashboard that refreshes every day for real-time ROIC
"And this is the other aspect of it, which is the enterprise context combined with the world's context. In fact, I go to the SEC filings of every cloud provider, hyperscaler, each of these neoclouds. It's in real time."
"I have a data runner in Fabric that brings all that data, puts it into a semantic model that then gets read by my coding agent and then surfaces it as a dashboard. And every day it's fresh."
"So I have the entirety of every SEC filing that goes out there, plus all of my internal analysis constantly coming together, giving me real-time ROIC by layer."