Copilot Chat Adoption: Disappointing Numbers for Microsoft

Microsoft invested $37.5 billion in AI in the last quarter, but only 3.3% of Microsoft 365 and Office 365 users who use Copilot Chat are willing to pay for the service. This figure contrasts with the CEO's emphasis on the strategic importance of AI for the company.

AI Market Context

The artificial intelligence market is rapidly expanding, with companies in every sector exploring the potential of large language models (LLMs) and generative AI solutions. The adoption of tools like Copilot is seen as a key indicator of market maturity and the ability of companies to monetize AI investments.

Implications for the Future

The low conversion rate of Copilot Chat users raises questions about Microsoft's pricing strategy and the actual perceived utility of the service by users. It will be interesting to see how Microsoft intends to improve the paid adoption of Copilot and how this will influence future investments in the artificial intelligence sector.