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Does anyone have a prediction for how this translates into Microsoft's bottom line? I'd imagine it is mostly increased Azure sales with a few Visual Studio lic
by PaulWaldman 4y ago
Does anyone have a prediction for how this translates into Microsoft's bottom line? I'd imagine it is mostly increased Azure sales with a few Visual Studio licenses.
- epolanski 4y agoBingo, exactly what I'm thinking. Sure, they get more developers to use their software, but to how much money does that translate considering the tens of billions they have spent? Not sure how does that helps Azure by the way. It helps GH more than anything.
- toyg 4y agoAzure/subscription sales is what they care about anyway. Everything else is a commodity.
- ren_engineer 4y agoI could see them selling an absurdly expensive enterprise on-prem copilot that is tuned for a company's codebase and able to be customized to some extent. If they can show how much it improves productivity it would be an easy sell. Plus tightly integrate everything with Azure like you said Bill Gates was also talking about company AI's that "attend every meeting" and are involved even in non-technical areas via Office. Microsoft seems all in on this
- arlcode 4y agoThey have some great products in there (probably) but most likely they expect some of their attempts to fail (it's to be expected). It's a "bet the retirement fund but not the farm" situation where they invest a lot of money to see what stick. They are in a great position to do that and burning a few millions in the process might be worth it.