Comment by keeda

Hmm, my first thought was, 1.81% of 440M enterprise customers after two years sure sounds bad, but I had no reference frame to compare to. That's 8 million users, which is negligible compared to ChatGPT numbers, but it is also an enterprise tool, not a consumer product. So I thought it may help to recontextualize this number to the realm of adoption of enterprise tools, maybe even specifically Microsoft enterprise tools.

So I thought, maybe the Copilot GTM is probably following the same strategy as another enterprise tool that was pushed onto its existing customer base: Teams. So I went looking for data on the rate of Teams adoption.

Interestingly, the sources I found suggest that Teams also had 8 million users in 2019, two years after release!

https://www.demandsage.com/microsoft-teams-statistics/

https://www.businessofapps.com/data/microsoft-teams-statisti...

Note, this was before Teams got a massive boost in early 2020 during the Covid push to remote. And for all the hate MS Teams gets, we see where it is today.

So maybe this is just following the normal curve of adoption of Microsoft products. Maybe it's even doing better than Teams, considering Copilot is not free, as Teams was at launch.