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Satya Nadella insists people are using Microsoft’s Copilot AI a lot

Read the full articleSatya Nadella insists people are using Microsoft’s Copilot AI a lot on TechCrunch

What Happened

With Microsoft spending many billions on data centers, and rumors that no one is using its AI, CEO Satya Nadella shared some usage numbers.

Our Take

"Insists" is doing some heavy lifting in that headline. When CEOs need to say something is being used "a lot," it's because the numbers don't speak for themselves. Microsoft's dumped tens of billions into OpenAI, plugged Copilot everywhere, and still can't show product-market fit. The problem? Office users don't want generative UI in their spreadsheets; they want better spreadsheets. Satya's banking on enterprise lock-in (you're already on Teams), but that's not adoption, that's hostaging. Show me metrics of people *choosing* Copilot, not activation numbers.

What To Do

If you're selling to enterprises, Copilot adoption isn't a decision-maker; integration cost and data privacy are.

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