4 ms·
Great point. Time to do research on how much GitHub contributes to msft earnings. Really does seem like they’re on the verge of a huge jump
by wysewun 4y ago
Great point. Time to do research on how much GitHub contributes to msft earnings. Really does seem like they’re on the verge of a huge jump
- moonchrome 4y agoThey are bragging about 1m developers on copilot, let's say 20$/m to be generous - that's 20m$/month - they probably have larger single client revenues than that and I doubt copilot is high margin (I bet I spend more than 10$/month in compute by the queries I generate). Unless this goes to hundreds of dollars/month (which I would pay if it was a good experience) I don't see this making a dent.
- mewpmewp2 4y agoProbably it will be using license for enterprises with decent margins, and it will be much higher cost then. Soon it's no-brainer for all enterprises to buy. I truly think that a little bit more time and engineering costs would be down 80% - 90%, because of all this tooling.
- DeathArrow 4y agoMaybe they think of waiting until everyone uses Copilot and then jack up the price. But that wouldn't quite work.
- theptip 4y agoThe upsell is easy to envision though. Just like GitHub. If developers all use it for their own projects, you have a viral growth engine. And you can charge a lot more for the enterprise license. SAML, fine-tuning on your private repos, etc. - this could be a very expensive seat with all the options added.
- moonchrome 4y agoThey already have enterprise licenses at 20$/month I generously quoted above (personal is 10$/month), and I think they might have a tough sell when you consider privacy/IP concerns. I think they are just trying to establish themselves in the market and how the market will play out will be seen over the coming years.