MSFT's 3,000x Market Value Added To Gen AI Revenue Multiple
tek2day.substack.com
MSFT is enjoying a 3,000x MVA to Gen AI Revenue multiple. Let’s assume that MSFT added 500K Copilot Pro subscribers in the March 2024 quarter and that it will add another 500K Copilot Pro subscribers in the June 2024 quarter.
MSFT's 3,000x Market Value Added To Gen AI Revenue Multiple
MSFT's 3,000x Market Value Added To Gen AI…
MSFT's 3,000x Market Value Added To Gen AI Revenue Multiple
MSFT is enjoying a 3,000x MVA to Gen AI Revenue multiple. Let’s assume that MSFT added 500K Copilot Pro subscribers in the March 2024 quarter and that it will add another 500K Copilot Pro subscribers in the June 2024 quarter.