Gregory's Server@da_667 So I'm writing this up properly, but MS Earnings Statements show their adventure has not been punished by the market. In the case of cloud, growth outstripped everything else, so I guess everyone really is drinking the Kool-Aid.
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 @da_667 I'm not saying they're directly profiting from the models. I'm saying they're not being punished for it in any meaningful way. But it's worth noting that end users are not the customers for their cloud services, and we actually have reason to believe that those business may indeed want AI for the same religious reasons.  @mttaggart End users are *definitely* not the (primary) customer for Microsoft's cloud products. Some end users are also customers, but they get what the big-ticket customers ask for and pay for. Aunt Jane isn't going to have any meaningful impact on the direction of development of anything at Microsoft, even by getting their top-tier subscription. The CTO of a Fortune 500 company very well might. |
@mttaggart correlation isn't causation, I think. There is a lot of sleight of hand going on here with Microsoft having tried to charge for AI services (e.g. github copilot) and just integrating AI into cloud services that nobody asked for (e.g. Microsoft 365 co-pilot). They aren't charging money for these services, just shoveling them out with whatever other stuff MS customers buy.