[jukkan]

8 million active users after almost 2 years from making the $30pupm license available. Less than 2% of Microsoft 365 paying customers choosing to pay extra for Copilot. It's not difficult to see why Microsoft themselves have stopped reporting on AI revenue, as well as not disclosing any official numbers on M365 Copilot sales. Luckily, a source leaked these figures for Ed Zitron to report in his newsletter.

[leakycap]

Part of the reason is Microsoft's borgy/corpo-confusing service levels.

I have a paid 365 account and couldn't determine from logging in or account info screens if I was on paid or just the freemium version with my 365 plan

In testing out what I did have access to with Copilot, it was incredibly bad compared to ChatGPT or Claude, so I decided not to pay for Copilot whenever I see an ad for it.

[jukkan]

Funny how renaming standard Office apps to "Microsoft 365 Copilot" in mobile apps, web home page for office.com etc. did NOT make people realize they should buy an additional $30 plan called "Microsoft 365 Copilot" to actually get to use all features of Microsoft 365 Copilot.

If only MS could have asked Copilot whether their naming strategy makes sense.

[PeterHolzwarth]

I don't know, does it matter? What I mean is that the product only just, in the grand scheme of things, got rolled out. MS isn't under some instant pressure to make loads of cash off this new feature. Year by year, people will just become used to having a tool, part of their OS, that they can ask questions to to get some general information on whatever topic.

It's easy to pick an arbitrary date and point out the lack of profit. But why don't we pick a date a year from now? Or three years. Or five years.

I think over time users will come to assume that their computing device has, as part of the many tools on it, a tool that they can ask about stuff and get general answers.

Is it profitable right exactly now? No. But I suspect it will become completely commonplace in a few years, and not even worthy of note or comment for the average user.

MS isnt some cash-strapped startup that needs to post instant profits right this moment.

[wkat4242]

> MS isnt some cash-strapped startup that needs to post instant profits right this moment.

Hmm no, but they are clearly under pressure. Integrating Copilot Chat in office was a pretty big move, and the constant rebranding of everything also feels like they have zero vision and are losing control and scrambling to fix it.

I wonder if Copilot Chat in office will really convince users though. As it doesn't have access to Graph it will lose some of the most valuable 'intelligence'. And thus users will try it, get convinced it's pretty useless and be more hesitant to pay for a license in the future.

[rcarmo]

I’m pretty sure those figures aren’t global, since very few people at Microsoft have access to that kind of data outside their area of direct accountability.