tante4d ago

"Microsoft 365 has more than 450 million paid commercial seats. After roughly two years on the market, Copilot has converted approximately 15 million of them into paying users. That's a 3.3% conversion rate, at $30 per user per month, generating roughly $5.4 billion in annual revenue. That's less than what Microsoft spent on infrastructure in a single quarter (3)."

None of the numbers make economic sense.

https://finance.yahoo.com/markets/stocks/articles/nadella-paid-650m-recruit-ai-170000361.html?guccounter=1

Nadella paid $650M to recruit his AI chief. After 2 years he's quietly pushing him aside — these brutal numbers are why

Nadella just reshuffled his entire AI leadership. Here's what that means for your portfolio.

Yahoo Finance
Show threadThe Casual Critic4d ago

@tante and this is despite CoPilot infesting every MS Office product like a rash.

Maybe the business model will turn out to be that they'll force users to pay extra to get rid of CoPilot.

Show threadCaptain Superlative

@thecasualcritic

You joke (or maybe it wasn’t a joke), but we have to pay extra for less sugar and salt in our food and beverages all the time. I wouldn’t be surprised at all.

@tante

Mar 23 at 2:28pmWeb
Show threadThe Casual Critic4d ago
@CptSuperlative @tante I was indeed only partly joking 🙁 We've already seen this with eg streaming services inserting their own ads to drive you mad enough to buy the ad free version.