Even after putting their thumb on the scale, the numbers are still dismal. Not even a 2% conversion rate.

Are Microsoft just in to deep at this point? They killed one off their flagship brands (Office) in favour of Microsoft 365 Copilot, shouldn't someone be fired for that decision at this point?

I'm looking forward to the books and article in 10 - 20 years time, attempting to explain what happened internally at Microsoft these past years.

So, if you're a Microsoft 365 Business user, you now get "Microsoft 365 Copilot Chat" for free, which is just a standard web interface for interacting with Copilot (not to be confused with GitHub's Copilot, which is also owned by Microsoft, but I digress).

But, if you pay for an upgrade from M365 Copilot Chat to M365 Copilot-without-the-chat, then you also get an AI button in Microsoft 365 apps (Outlook, Teams, Word...)!

Realistically this shouldn't be a surprise to anyone that ever owned or at least considered purchasing an Xbox, or even worse ever had to interact with Azure.

Investment-wise, none of the large companies invested in AI can afford the bubble to pop.

They're just going to ride the tiger out.

Presumably the hyperscalers can begin conflating the number of “agents” created with “boring jobs eliminated” and thus herald the industrial revolution.

But first: Your subscription price is increasing and now includes 5 Agents.

My only worry is about the huge impact on rank and file employees when they issue the "we are re-aligning our strategic direction/priorities and we are focusing on effective resource utilization" pr statement.

For our company of >30 people this amounted to a ~$7k/mo increase.