Microsoft’s $70 Billion Business Model Has an AI Problem Nobody Is Talking About
Microsoft’s enterprise subscription business generates roughly $70 billion per year — built on the assumption that one human equals one licence. Now AI is doing an increasing share of that cognitive work. For the first time, an analyst argues that Google has identified a structural vulnerability in Microsoft’s core business that it could not previously exploit. This is the most important Microsoft story of the week. Published by gafam.ai — The European Eye on Big Tech & Artificial Intelligence.