Earlier quoted context omitted.
Enterprise sales will be the answer. Microsoft will have some story that convinces an exec eight levels up the org chart from the normal users that this is an essential product they need to overpay for. Given their existing relationshipsand immense sales team they'll probably have success.
That story is data governance. Corporate already have a data-agreement with MS, storing all their data there. Github copilot is covered by that, while a individual agreement with e.g. anthropic needs lawers involved.
Many of these enterprises are grid-locked with the IT department and AI usage.