It does feel like without a compelling AI product Microsoft isn't super differentiated. Maybe Satya is right that scale is a differentiation, but I don't think people are as trapped in an AI ecosystem as they were in Azure.
Their hyper scale data centers are super compelling. And they get OpenAI IP for some time. I don’t think we’ve really seen what they want to launch on the product side yet.
Satya mentioned recently that computer use agents use like 5x the windows license time on azure over a single person - they see a lotttt of inference growth coming and its multiplicative in that it uses their compute and azure infra.
Lol. You don't think that Microsoft has _a_ compelling AI product? The new version of 365 Copilot is objectively compelling, even if it is a work in progress. And Github Copilot is also objectively compelling.
