Guillaume Chereau
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gchereau.bsky.social
Guillaume Chereau
@gchereau.bsky.social
100 followers 490 following 58 posts
Tu no tiene la culpa mi amor que el mundo sea tan feo
#cyber #geopolitics
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gchereau.bsky.social
a man is laying on a bed with his arms outstretched and says `` i have this nagging feeling this has happened before ''
ALT: a man is laying on a bed with his arms outstretched and says `` i have this nagging feeling this has happened before ''
media.tenor.com
October 11, 2025 at 6:48 PM
gchereau.bsky.social
Journaliste politique, un sport de combat, comme dirait le sociologue 😆
October 9, 2025 at 5:37 PM
gchereau.bsky.social
Faudrait passer l'émission Les Indiscrétions sur le Média en quotidienne avec toute les dingueries qui tombent tous les jours
October 9, 2025 at 3:58 PM
Reposted by Guillaume Chereau
edzitron.com
Even Microsoft is failing at AI. I can exclusively report that in August, Microsoft had 8 million active paying licenses for Microsoft 365 Copilot, a product with 440 Million customers. Even if they have 4 million inactive ones, that's a 2.72% conversion rate.
www.wheresyoured.at/the-case-aga...
Even Microsoft Is Failing At AI, With Only 8 Million Active Paying Microsoft 365 Copilot Subscribers Out Of 440 Million+ Users Before I go any further, let’s establish some facts: In its last quarterly earnings, Microsoft made $33.1 billion in revenue in its Productivity and Business Processes segment, which includes Microsoft 365 (Word, Excel, PowerPoint, and so on), LinkedIn, its “Dynamics” business products, and its lucrative Microsoft 365 commercial division. As of January 2024, Microsoft’s Office 365 commercial seats grew to 400 million paying subscribers, and The Information reported in September 2024 that these had reached 440 million. Organizations generally pay for a particular SKU (product code) that includes a series of different pieces of software, accessing things like Word, Excel, PowerPoint, SharePoint (an internal document management system) and other business apps. Microsoft offers two SKUs for Copilot for commercial users — a free one called “Copilot Chat,” and “Microsoft 365 Copilot,” a $30-a-month subscription, paid annually, on top of your Microsoft 365 subscription. All of this is to say that Microsoft has one of the largest commercial software empires in history, thousands (if not tens of thousands) of salespeople, and thousands of companies that literally sell Microsoft services for a living. And it can’t sell AI. 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. This would amount to, if each of these users paid annually at the full rate of $30-a-month, to about $2.88 billion in annual revenue for a product category that makes $33 billion a fucking quarter. And I must be clear, I am 100% sure these users aren’t all paying $30 a month. The Information reported a few weeks ago that Microsoft has been “reducing the software’s price with more generous discounts on the AI features, according to customers and salespeople,” heavily suggesting discounts had already been happening. Enterprise software is traditionally sold at a discount anyway — or, put a different way, with bulk pricing for those who sign up a bunch of users at once. In fact, I’ve found evidence that it’s been doing this a while, with a 15% discount on annual Microsoft 365 Copilot subscriptions for orders of 10-to-300 seats mentioned by an IT consultant back in late 2024, and another that’s currently running through September 30, 2025 through Microsoft’s Cloud Solution Provider program, with up to 2400 licenses discounted if you pay upfront for the year. Microsoft seems to do this a lot, as I found another example of an offer that ran from January 1 2025 through March 31 2025. An “active” user is someone who has taken one action on Copilot in any Microsoft 365 app in the space of 28 days. Now, I know. That word, active. Maybe you’re thinking “Ed, this is like the gym model! There are unpaid licenses that Microsoft is getting paid for!” Fine! Let’s assume that Microsoft also has, based on research that suggests this is the case for all software companies, another 50% — four million — of paid Copilot licenses that aren’t being used. That still makes this 12 million users, which is still a putrid 2.72% conversion rate. So, why aren’t people paying for Copilot? Let’s hear from someone who talked to The Information: “It’s easy for an employee to say, ‘Yes, this will help me,’ but hard to quantify how. And if they can’t quantify how it’ll help them … it’s not going to be a long discussion” over whether the software is worth paying for, Thompson said. Microsoft 365 Copilot has been such a disaster that Microsoft will now integrate Anthropic’s models in an attempt and make them better.
September 29, 2025 at 5:37 PM
gchereau.bsky.social
Rire ou pleurer je ne sais plus
September 9, 2025 at 8:39 PM