Ed Ludlow

I grew up in the generation of people that learned computers using Microsoft Word and Excel and PowerPoint, etc., etc.,

Irrespective of what I use today, I don't use that.

I use ChatGPT, Gemini, Claude.

The totality and functionality of those platforms makes that kind of suite of software obsolete, and I'm certainly not paying for it.

How big a sort of existential question is that for Microsoft?

And how reliant is it, sorry to have a long question, how reliant is it for Copilot being a success, therefore?

Yeah, I think there are multiple ways to tackle this problem.

I do think there is a disconnect between the consumer facing market and the enterprise facing market where we see this at our own organization in order to get really good AI tools in the hands of people who work at enterprises.

You need enterprise-grade security, reliability, depth of functionality.

There are a number of systems that have to ultimately connect to build you something that is sustainable and durable over time.

So I do think Copilot is one of the key ways that Microsoft is addressing this problem.

But there's also something like Foundry,

Microsoft Foundry allows you to actually benchmark LLMs against each other and pick where you are on the frontier of cost and performance in a way that's quite differentiated today.

And so there are multiple ways, whereas with the infrastructure layer, the platform layer, the application layer, over time that will come together.

And one of the things that we wanted to highlight today is just the strategic totalness and completeness of how Microsoft is thinking about this.

Gabriela Borges of Goldman Sachs, it's been brilliant to have you on Bloomberg Tech.

It's my pleasure.

Thank you for having me.

Let's get over to Meta.

Thank you.