AI is a ten-year investment theme

Microsoft Announces New A.I. Subscription Prices and Closes Deal at Record High

The Copilot subscription service adds AI to the company's popular Office products such as Word, Excel, and Teams.

With Microsoft's monthly additional fee of $30, the monthly fee for enterprise customers can be raised by as much as 83%, bringing in further revenue through regular subscriptions.

People who can't see through that this is an innovation following mainframe, network, internet, mobile internet, and cloud/ SaaS are misplaced.

“AI can be monetized”

“It will be a service that almost everyone uses”

The present is the entrance to that future.

There may be momentum in the short term, but this is an investment theme once every 10 years.