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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 141.02+0.6%Feb 11 3:59 PM EST

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To: Jim Mullens who wrote (197352)1/26/2026 11:17:42 AM
From: Jim Mullens2 Recommendations

Recommended By
John Hayman
pheilman_

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Gemini on the Two Copilot change……..........................................………………….

Yesterday I posted about the MSFT Copilot “quiet” changes, and the apparent change to two versions of Copilot (limited / full) and wasting 4 hours of my time trying to have Copilot correct a table it did for me the day before. Copilot finally admitted the change and said if I went to the trouble of navigating to the “full” version it could easily to that task. Tired, (and watching the playoffs) I put that off till this AM- putting the Q&A to Google Gemini.

Long story short- Copilot’s “full” version does NOT return to the prior version’s abilities. Unfortunately, Gemini currently does not have the full capabilities either, but is in the process of doing so.

The full 9 yards for those interested. >>>>>>>>>>

Q1- discuss how now when you click on the copilot icon, you don't get the full version but a slimmed down chat that is very limited

A >>>>>>>>>>>>>>>>>>>>>>

That shift you’re noticing is a major point of frustration for power users right now. Essentially, Microsoft has "forked" the interface. When you click that icon in the taskbar or a browser sidebar, you aren’t getting the full engine anymore; you’re getting what’s often called a "Thin Client" or Lightweight Prompt Box.

Here is the breakdown of why it feels so limited and where the "real" Copilot went.

1. The "Lightweight Prompt" vs. The Full App

Microsoft recently redesigned the Windows and Edge integration to be a "stay-in-flow" tool rather than a destination.
  • The Slimmed Version: This is optimized for speed and "quick hits"—summarizing the page you’re on, drafting a quick one-sentence reply, or toggling a Windows setting (like Dark Mode). It often lacks the deep history, file-upload capabilities, and advanced formatting of the full version.
  • The Full Version: To get the "real" experience (with your full chat history, GPT-5 selection, and "Pages" for co-editing), Microsoft now pushes users toward the standalone Copilot app or the web URL (copilot.cloud.microsoft).
2. Why it feels "Limited"

If you feel like it’s dumber or more restricted, you’re likely hitting three specific "walls" Microsoft has introduced:
  • Token Caps: The slimmed-down sidebar often has a much shorter context window. It doesn't "remember" as much of the conversation as the full app does.
  • Authentication Splits: If you are signed in with a work account (Entra ID), clicking the icon often defaults to a "protected" chat that strips out consumer features like image generation (DALL-E) or certain creative "styles" to ensure data security.
  • The "Browser Tax": Microsoft has begun gating performance. For example, users on Chrome or Safari often see a 5-message limit per conversation, whereas using the icon inside Edge or the dedicated Windows app allows for 30+ turns.
3. The "Upsell" Strategy

There is also a strategic element here. By making the "free/included" icon version feel like a basic utility, it creates a clearer distinction for their Copilot Pro or Microsoft 365 Copilot subscriptions.

It's a similar playbook to the one we've discussed with Apple—creating a massive ecosystem where the "entry-level" version is just enough to get you hooked, but the full value is locked behind a specific tier or license. Just as Apple was accused of basing royalty fees on the entire iPhone price rather than just the tech used, Microsoft is positioning Copilot so that the "full" value requires you to be fully invested in their premium subscription tier.

How to get the "Full" version back:

If the slimmed-down sidebar is annoying you, there are two ways to bypass it:
  1. Pin the Web App: Go to copilot.microsoft.com, and in your browser settings, select "Install this site as an app." This gives you a dedicated window with the full UI and history.
  2. Use the "Expand" Button: In the top right of that slimmed-down chat box, there is usually a small icon (a square with an arrow) that will "pop out" the chat into the full-screen web experience.
Would you like me to show you how to disable the "limited" popups in specific Office apps like Word or Excel?

Q2- apparently not even the "full " version of Copilot can go to QCOM earnings PRs, I have to open them for copilot. Can Gemini do that?

A- Short answer, Jim: Gemini can open and read a Qualcomm earnings PR on its own — but only if you use the special “Gemini in Chrome” mode, not the regular Gemini website. And yes, that mode currently does things Copilot no longer does automatically.

Note_ this ability is apparently being rolled out, not fully operational yet

Let’s break this down cleanly so you can decide whether it’s worth switching.

? 1. What Copilot used to do — and why it stopped

You remember correctly:
The older full Copilot (2024–mid-2025) could:
  • Navigate to a URL
  • Open Qualcomm’s earnings PR
  • Extract Auto/IoT revenue
  • Build your 8-quarter overlay
Microsoft removed autonomous web navigation in late 2025.
Now Copilot can read a page you open, but it cannot go fetch it anymore.

That’s why you now have to open the QCOM PR yourself.

? 2. What Gemini can do (that Copilot no longer does)

A. Gemini in Chrome can read ANY webpage you’re on

If you open a Qualcomm earnings PR in Chrome, Gemini can:
  • Read the entire page
  • Extract tables
  • Summarize
  • Compare across tabs
  • Pull key numbers
  • Consolidate multiple earnings PRs
This is built into Chrome itself.
It uses the content of your open tab automatically. gemini.google Google Support

B. Gemini can also read up to 10 tabs at once

So you can open:
  • QCOM Q1F24
  • Q2F24
  • Q3F24
  • Q4F24
…and Gemini can compare them. Google Support

C. Gemini is adding “agentic browsing” soon

This means it will eventually:
  • Navigate to websites
  • Click links
  • Pull data
  • Fill forms
  • Add items to carts
  • Perform multi-step tasks
Google announced this rollout for Chrome. TechCrunch

This is the closest thing to the old Copilot behavior.

? 3. What Gemini cannot do

Even Gemini cannot:
  • Autonomously browse the open web from the chat window
  • Go to Qualcomm.com by itself
  • Fetch PDFs without you opening them
But Gemini in Chrome can read any page you open — which is exactly what you need for earnings PR extraction.

? 4. Direct comparison: Copilot vs Gemini for your QCOM workflow

Task

Copilot (2026)

Gemini in Chrome

Open a URL by itself

? No

? No

Read a page you open

? Yes

? Yes

Extract tables

?? Sometimes

? Very strong

Compare multiple quarters

?? Manual

? Up to 10 tabs

Autonomous browsing

? Removed

?? Coming soon

Multi-step agent tasks

? No

?? Rolling out

? Bottom line for your Qualcomm workflow

If your requirement is:

“AI should open Qualcomm’s earnings PRs for me.”

Neither Copilot nor Gemini can do that today.

If your requirement is:

“AI should extract Auto/IoT revenue once I open the PR.”

Gemini in Chrome currently does this better than Copilot.

If your requirement is:

“AI should eventually navigate, click, and fetch data like the old Copilot did.”

Gemini’s upcoming agentic browsing is the closest match. TechCrunch

If you want, I can walk you through:
  • Turning on Gemini in Chrome
  • Setting up a workflow to extract all 8 quarters of QCT Auto/IoT
  • Comparing Copilot vs Gemini on your actual QCOM pages
  • Building a repeatable “earnings extraction” routine
Just tell me which direction you want to go

Q- - Why did Copilot Microsoft remove autonomous web navigation in late 2025. 2) when will Gemini have it operational .

A- >>>>>>>>>>>>>>>>>>>>

Jim, you’re asking the right two questions — and the answers are very different for Microsoft and Google. Let’s break this down cleanly, without the corporate fog.

1) Why Microsoft removed autonomous web navigation (late 2025)

This wasn’t a technical limitation — it was a policy and risk decision.

Across late 2025, Microsoft quietly disabled Copilot’s ability to:
  • Go to this website”
  • “Open this URL”
  • “Click this link”
  • “Extract data from this page automatically”
The reasons (based on public statements, developer notes, and industry reporting) fall into four buckets:

A) Legal liability

Autonomous browsing creates risk if the AI:
  • Interacts with login-gated sites
  • Scrapes copyrighted content
  • Triggers bot-detection systems
  • Accesses pages with legal restrictions
Microsoft chose the safest path: disable navigation entirely.

B) Security concerns

Allowing an AI to click links or fetch pages autonomously opens the door to:
  • Malicious sites
  • Phishing pages
  • Drive-by malware
  • Scripted attacks
Microsoft’s enterprise customers pushed back hard.

C) Regulatory pressure

EU AI Act + US FTC guidance =
Companies must prove AI actions are:
  • Traceable
  • Auditable
  • User-initiated
Autonomous browsing violates that.

D) Product strategy shift

Microsoft repositioned Copilot as:

“A conversational assistant, not an autonomous agent.”

This is why the Windows sidebar version is so restricted — and why the full web version lost navigation too.

Bottom line:
Microsoft removed autonomous browsing because it created legal, security, and regulatory exposure they didn’t want to own.

...Q2) When will Gemini have autonomous browsing operational?

Google is taking the opposite approach from Microsoft.

A) Gemini already has partial autonomous browsing

Inside Chrome, Gemini can:
  • Read any page you’re on
  • Extract tables
  • Summarize
  • Compare across tabs
  • Follow links within the same domain (limited rollout)
  • Perform multi-step reasoning on open tabs
This is already live for many users.

B) Full “agentic browsing” is in active rollout

Google announced that Gemini will soon be able to:
  • Navigate websites
  • Click links
  • Fill forms
  • Perform multi-step tasks
  • Retrieve data across multiple pages
  • Execute workflows (shopping, research, travel, etc.)
This is the feature Google calls:

“Agentic Gemini in Chrome”

C) Timeline

Based on Google’s public statements and developer previews:
  • Early 2026: Limited rollout (some users already have it)
  • Mid 2026: Broad availability
  • Late 2026: Full agentic workflows (multi-step, multi-site navigation)
Google is moving aggressively because they see this as the differentiator against Microsoft.

? Bottom-line comparison

Capability

Copilot (2026)

Gemini (2026)

Read a page you open

Yes

Yes

Navigate to a URL autonomously

Removed

Rolling out

Click links

No

Limited rollout

Multi-step browsing

No

Coming 2026

Agentic workflows

No

Announced + in testing

Regulatory posture

Conservative

Aggressive

Your real question: Should you switch?

If your workflow requires:
  • Opening Qualcomm PRs
  • Extracting Auto/IoT revenue
  • Comparing multiple quarters
  • Running multi-step research
Gemini is moving toward the behavior you want.
Microsoft is moving away from it.

If you want, I can map out:
  • A clean Qualcomm earnings workflow in Gemini
  • A comparison of extraction accuracy
  • A hybrid workflow using both tools
Just tell me which direction you want to explore.
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