He is nervous because the two groups that they count on to reliably buy their shit, gamers and corporations, are seriously looking into the readily available free alternatives. If they lose them chasing AI, Microsoft is done. They have no way to recover from that.
It’s not as hard to become unlocked as you might think. All it takes is someone in IT knowing enough accounting to show how much they can save next quarter switching to Linux servers.
He is nervous because the two groups that they count on to reliably buy their shit, gamers and corporations, are seriously looking into the readily available free alternatives. If they lose them chasing AI, Microsoft is done. They have no way to recover from that.
Corporations are locked into the Azure cloud, Excel and PowerPoint.
Not copilot though.
It’s not as hard to become unlocked as you might think. All it takes is someone in IT knowing enough accounting to show how much they can save next quarter switching to Linux servers.