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Microsoft: Going Deep with Mostly Borrowed Ideas (MBI) đ”ïžââïžđ©»
Liberty's Highlights
The Impact of AI on Microsoft's Business
I'm curious about how all this AI stuff, this generative AI, these large language models are going to impact Microsoft's business kind of as a whole. We're seeing it everywhere like it started on GitHub with Co-pilot and now apparently every office product is going to have some kind of AI assistant or generative AI team. They're not all going to be included in the price. And so now maybe you pay a few bucks more per month or per seat. If Microsoft does a good job of like optimizing the workloads and making them very differentiated and not too expensive to run, it could almost all fall down to the bottom line.
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