[keeda]

> ... but they have continued year over year for the past 3 years failed to deliver in AI.

The vibes may not be with them but enterprise adoption seems to be:

https://www.a16z.news/p/leaders-gainers-and-unexpected-winne...

At $37B they also have the highest publicly disclosed AI ARR in the industry, so the article above is probably not too wrong. Sure it can all go sour in the future, but so far they seem to be doing better than most in the industry.

MSFT has never done too well on the vibes meter, but also it seems vibes don't matter as much in enterprise.

[soundworlds]

This is likely more to do with data security than feature set. M365 Copilot is the only provider that offers some level of confidence that data will stay within tenancy bounds.

For a lot of businesses outside of the US, using other cloud models is considered a serious data risk.

[infecto]

Right but that’s my point of them winning. They power the world’s businesses which have data agreements in place already and they have restructured renewals now to throw in copilot. People are not using it because it’s great but it’s all that’s available for a large number of orgs.