Comment by wolvoleo
23 days ago
The market isn't AI everything. Only 1.8% of office subscription holders think it's worth paying for copilot.
https://www.perspectives.plus/p/microsoft-365-copilot-commer...
The free Copilot chatbot stands at about 1%: https://www.windowslatest.com/2026/01/09/is-microsoft-losing...
The stockmarket is AI everything and is more important. Investors can send the share price down far more easily than users can switch to another OS.
But it can also evaporate in an instant. An actual userbase doesn't.
That is why they do not worry about the userbase.
The share price might go down tomorrow and wipe out the value of management's options. The userbase cannot just do that.