"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 β€” these brutal numbers are why

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

Yahoo Finance

@tante

The Americans want your data. That's why the price is irrelevant