Microsoft lets bosses spot teams that are dodging Copilot
theregister.com
Microsoft lets bosses spot teams that are dodging Copilot
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Re: Microsoft lets bosses spot teams that are dodging Copilot
#2They’re so desperate to make it work.
> “A source that has seen materials related to sales has confirmed that, as of August 2025, Microsoft has around eight million active licensed users of Microsoft 365 Copilot, amounting to a 1.81% conversion rate across the 440 million Microsoft 365 subscribers.”
Microsoft 365 Copilot's commercial failure - https://news.ycombinator.com/item?id=45476045 - October 2025
Re: Microsoft lets bosses spot teams that are dodging Copilot
#3They’re so desperate to make it work. > “A source that has seen materials related to sales has confirmed that, as of August 2025, Microsoft has around eight million active licensed users of Microsoft 365 Copilot, amounting to a 1.81% conversion rate across the 440 million Microsoft 365 subscribers.” Microsoft 365 Copilot's commercial failure - https://news.ycombinator.com/item?id=45476045 - October 2025
At this point its a sunk cost fallacy
Re: Microsoft lets bosses spot teams that are dodging Copilot
#4They’re so desperate to make it work. > “A source that has seen materials related to sales has confirmed that, as of August 2025, Microsoft has around eight million active licensed users of Microsoft 365 Copilot, amounting to a 1.81% conversion rate across the 440 million Microsoft 365 subscribers.” Microsoft 365 Copilot's commercial failure - https://news.ycombinator.com/item?id=45476045 - October 2025
At this point its a sunk cost fallacy
Yeah Im just waiting for this to finally play out.
If you understand product design, economics, corporate finance and various other disciplines well - its obvious what is going on.
MSFT wants to juice their numbers for the next earnings call to keep the mania going. Zzzzzzzzzzz
Ive spoken to people who work in the finance sector - portfolio management and tax audit - they laugh hysterically at how bad the tools are (copilot in particular) and resent how much they are being pushed down on them.
Re: Microsoft lets bosses spot teams that are dodging Copilot
#5They’re so desperate to make it work. > “A source that has seen materials related to sales has confirmed that, as of August 2025, Microsoft has around eight million active licensed users of Microsoft 365 Copilot, amounting to a 1.81% conversion rate across the 440 million Microsoft 365 subscribers.” Microsoft 365 Copilot's commercial failure - https://news.ycombinator.com/item?id=45476045 - October 2025
At this point its a sunk cost fallacy
I think it's more nuanced than that. Microsoft is desperate for growth in a growth challenged macro, and Nadella has guided valuations and stock targets that are simply unobtainable without this growth. That's one part of the AI slop shovel. The second part is institutions that are desperate to cut labor costs or find other efficiency gains to maintain historical financial performance targets during ZIRP that are simply no longer obtainable. They are willing to push their workers through the sausage machine of "AI" to try to make it happen.
And so the performance art must continue, at least until the AI investment music stops. Your options are get rich if in a position to (due to irrational exuberance and unsophisticated capital investment), or play along until the facade falls to keep your job. "It is what it is."
Re: Microsoft lets bosses spot teams that are dodging Copilot
#6Earlier quoted context omitted.
At this point its a sunk cost fallacy
I think it's more nuanced than that. Microsoft is desperate for growth in a growth challenged macro, and Nadella has guided valuations and stock targets that are simply unobtainable without this growth. That's one part of the AI slop shovel. The second part is institutions that are desperate to cut labor costs or find other efficiency gains to maintain historical financial performance targets during ZIRP that are sim…
Yes but the sunk cost is also driving that - the investment has to show growth in cashflows, to the extent it is beating the hurdle rate to add value.
Re: Microsoft lets bosses spot teams that are dodging Copilot
#7Earlier quoted context omitted.
I think it's more nuanced than that. Microsoft is desperate for growth in a growth challenged macro, and Nadella has guided valuations and stock targets that are simply unobtainable without this growth. That's one part of the AI slop shovel. The second part is institutions that are desperate to cut labor costs or find other efficiency gains to maintain historical financial performance targets during ZIRP that are sim…
Yes but the sunk cost is also driving that - the investment has to show growth in cashflows, to the extent it is beating the hurdle rate to add value.
Ahh, Microsoft's AI capital investment sunk cost fallacy, certainly, I agree with that. The stock will be punished when the investment does not show cashflow returns for sure.
MSFT: Microsoft CEO Offloads $75 Million in Stock Amid AI Boom - https://finance.yahoo.com/news/msft-microsoft-ceo-offloads-7... - September 5th, 2025
Re: Microsoft lets bosses spot teams that are dodging Copilot
#8I guess teams that are clever enough to avoid Copilot are also clever enough to write a script to call it on repeat in the background, while they are doing something more useful.
Autonomous agents are all the rage anyway, isn't it?
Re: Microsoft lets bosses spot teams that are dodging Copilot
#9I guess teams that are clever enough to avoid Copilot are also clever enough to write a script to call it on repeat in the background, while they are doing something more useful. Autonomous agents are all the rage anyway, isn't it?
> guess teams that are clever enough to avoid Copilot are also clever enough to write a script to call it on repeat in the background
Perhaps this and also filling onedrive free space with random noise, to waste MS some storage in addition to CPU/GPU cycles.
Re: Microsoft lets bosses spot teams that are dodging Copilot
#10I would tell them if only they'd ask, absolutely no issue here being the control group. Push the issue, well: Copilot can enjoy /dev/urandom