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Microsoft is providing the compute, the capital, and if 365 Copilot takes off, also the consumers.

Microsoft has a mote. Oai does not.



365 is not taking off. Numbers are average at best. Most companies now pay 20/user/month extra, and whilst the sentiment is that it likely kina is somehow worth it, nobody claims it would be better than break even. Many users are deeply disappointed with the overpromising in powerpoint and excel. Sure it's quite useful in outlook and the assistant is great to find files in scattered sharepoints, but that's the limit of my value with it.

OpenAI copilot, not microsoft copilot, actually looks like a stronger product and they're going full force after the enterprise market as we speak. We're setting a demo in motion with them next month to give it a go.

We'll have to wait for the first one to crack Powerpoint, that'll be the gamechanger.




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