"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

@tante

All the kids wanted to the be first one to be besties with the new artificial superintelligences being made, but because consciousness is probably many orders of magnitude more complex than any materialists or technologists are willing to admit, all they got was a shitty chatbot with a sophisticated parser

Nadella is quietly writing down this 1000x Surface fiasco so when the economy nosedives, fiscal structures constrict, and all the free money evaporates, MSFT can limp into the future