[edanm]

> Do you expect this to influence their profits significantly? If yes when?

(Context - former Autodesk employee, though obviously all views here are my own, and I'm not commenting on anything I had any involvement in or direct knowledge of - only publicly available information.)

Look up where Autodesk's profits come from sometime, and you'll see that 3d animation is close to meaningless to Autodesks's bottom line, at least in terms of direct profits. I just asked ChatGPT and assuming it's accurate (I haven't double checked but it fits with what I vaguely remember), the Media & Entertainment product families, which include 3ds Max, Maya etc, make up only 5% of total revenue, as opposed to: Architecture, Engineering, and Construction (AEC) (48% of revenue), AutoCAD and AutoCAD LT (25% of revenue) and Manufacturing (MFG) (20% of revenue).