Aakash Gupta and Techmeme point to weak paid Copilot penetration and integration execution as a core issue, while Allie K. Miller argues current connectors and computer use are too limited and slow for real inbox triage.
Microsoft's stock just had its worst quarter since the 2008 financial crisis. Down 23%. Worse than every other Mag 7 name. And this screenshot explains why.
Sources: Microsoft's Judson Althoff said Copilot sales hit "some pretty big audacious goals" in Q3; only 3% of customers were paying for Copilot as of January
My hot take is that this is only a 15% productivity gain for M365 users.
But computer use is too slow (on purpose) for actual inbox triage. And this connector only really has Read access.
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