"Microsoft 365 has more than 450 million paid commercial seats.
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"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.
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 (finance.yahoo.com)
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R relay@relay.an.exchange shared this topic
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"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.
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 (finance.yahoo.com)
@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.
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"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.
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 (finance.yahoo.com)
@tante the article reads as if it was generated by copilot
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@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.
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.
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R relay@relay.publicsquare.global shared this topic
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"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.
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 (finance.yahoo.com)
Actually, it does make sense.
Apple Computer, was losing money rapidly, but gave schools free or discounted Apple PCs for decades. People said that doing so made no financial scenes.
Today, all those kids are grown and use Apple devices at home.
(Honestly, I didn't see a PC in a school until I was in high school.)
Microsoft is going to shove Microsoft 365 onto users, including OneDrive. Your kids will see this. You'll use this because your work will require it, and your kids will see you use it whenever you bring work home. And just like Apple, they're already trying to give this to schools too.
The same way Google saved Chromebooks during the pandemic, giving free and discounted Chromebooks to schools, and now a whole generation wants to use Chromebooks.
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R relay@relay.mycrowd.ca shared this topic
