Anurag Rana

But if you are a visualization software or some kind of connector in between, you may not need to have that software.

So there is a lot that's going to happen over the next three to five years.

Yeah, for Microsoft, it's definitely there.

I mean, the only, I would say, the long-term hang-up is, you know, what happens when the open AI relationship breaks through?

I mean, or goes away.

That's the only big risk for Microsoft in the long run.

They'll have to figure out their own LLM by then.

But other than that, I mean, their cloud infrastructure product is pretty good.

And, you know, it's gaining market share.

And according to our calculations, it will overtake Amazon in the next, you know, let's say three odd years or so.

But it doesn't matter if they own or not because they have the IP rights only till I think it's 2032, one of those years.

And after that, they can't use those models after that.

So remember that part of it as well.

The financial part will stay, but it's the actual engine that is driving Copilot that's driving GitHub Copilot or the Microsoft 365 Copilot that you talk about.

That's the intelligence that goes into that model.

Well, they have their own models that are going on.

It's just not as good as whether it's OpenAI or Cloud at this point, but they are putting a lot of effort behind it and most of all leads that.

And that's where we need to see what kind of ROI do we see there?

And do they actually get their act together over the next few years?

Yeah, I was a bit surprised, actually, the 9% number on the software side.