"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 maybe we have reached the Point, where buying the Market at any prices is inevitable to beat the competition.

Ever played Monopoly up to this Point? Typically, the Game ends soon...

@hsmolin @tante

It then hinges on who flips the board first.