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Absolutely - they're in the catbird seat, and it makes sense that they would focus on AI/LLMs in earnings commentary to highlight potential future growth. But f
by npilk 3y ago
Absolutely - they're in the catbird seat, and it makes sense that they would focus on AI/LLMs in earnings commentary to highlight potential future growth. But for now, Bing is still tiny compared to Azure, O365, Teams, etc., which is what drove their growth this quarter.
However, I'm guessing those 'legacy' products are also benefiting from some positive brand association based on the last 3-6 months or so. Basically, even if they haven't yet realized meaningful revenue directly from Bing Chat/LLMs/AI-enabled products, they may already be capturing some meaningful indirect benefits through their other products.