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How Did Microsoft Become the Clear Leader in AI?

“Nadella’s team hasn’t disclosed pricing on the forthcoming Copilots, but they definitely won’t be free. GitHub’s version starts at $10 per user per month, and Copilots for Microsoft’s office apps could be similarly priced, translating into as much as $48 billion in extra annual revenue within the next four years, according to Kirk Materne, an analyst with Evercore ISI. In a research note published on June 2, he estimated that Microsoft’s revenue from OpenAI-powered features could hit $99 billion by 2027. That would be like adding three Netflixes to the top line of the world’s second-most-valuable public company.”

https://www.bloomberg.com/news/newsletters/2023-06-15/how-did-microsoft-and-openai-become-ai-leaders

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