Microsoft Customers Reportedly Ditching Copilot AI Office Tools But Top Analyst Thinks It Is Just 'Growing Pains:' 'The Rub Against AI Is...'
Microsoft Customers Reportedly Ditching Copilot AI Office Tools But Top Analyst Thinks It Is Just 'Growing Pains:' 'The Rub Against AI Is...'
Gene Munster, a renowned tech analyst, has come to the defense of Microsoft Corp.'s (NASDAQ:MSFT) Copilot AI office tools, attributing customer drop-offs to "growing pains."
知名科技分析师吉恩·门斯特(Gene Munster)站出来力挺微软公司(NASDAQ:MSFT)的Copilot人工智能办公工具，将客户流失归因于"成长的烦恼"。
What Happened: While appearing on CNBC's Fast Money on Wednesday, Deepwater Asset Management's managing partner expressed his continued optimism about Microsoft's AI growth story.
据报道，Deepwater Asset Management的合伙人在周三出现在CNBC的Fast Money节目中，表达了他对微软人工智能增长故事的持续乐观态度。
This is despite reports of customers leaving the Copilot AI office tools. "The rub against AI is we're just not seeing the use cases yet. That will change over time," he posted on X, formerly Twitter, along with a clip of his appearance on the show.
尽管有关客户离开Copilot AI办公工具的报道，他在X（前称Twitter）上发帖说：“对AI的批评是我们还没有看到实际使用案例。这种情况将在未来发生变化。”并附上他出现在节目中的片段。
During the conversation, Munster provided context to the situation, pointing out that only about 5 million out of approximately 450 million Office users are using the Copilot AI tools.
在谈话中，Munster为这一情况提供了背景，指出大约4500万Office用户中只有约500万在使用Copilot AI工具。
He stressed that this small user base should be taken into account when assessing the company's positive comments about the product over the past six months.
他强调，在评估过去六个月公司对该产品的积极评价时，应考虑到这个小的用户群体。
He said Microsoft reported during the April earnings call that 60% of Fortune 500 companies were using the AI tools. In the June quarter, the company announced that usage had doubled.
他表示，微软在四月的业绩会上报告称，60%的财富500强公司正在使用人工智能工具。在六月季度，该公司宣布使用率翻了一番。
"No one's going to unseat Office, so, we're going to continue to use Office," Munster said, expressing confidence in the future of Microsoft's AI offerings.
Munster表示：“没有人会取代Office，所以我们会继续使用Office。”他对微软人工智能产品的未来表示信心。
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The rub against AI is we're just not seeing the use cases yet. That will change over time.
— Gene Munster (@munster_gene) September 4, 2024
AI智能的缺点是我们目前还没有看到应用案例。这种情况会随着时间的推移而改变。
— Gene Munster (@munster_gene) 2024年9月4日
Why It Matters: Microsoft's AI assistants, Copilots, have been under scrutiny as they were designed to revolutionize workplaces and reinvigorate Microsoft's Office productivity software. However, previously, the assistant received mixed reviews from early adopters.
为什么重要: 微软的人工智能助手Copilots一直备受关注，因为它们旨在改变工作场所，并使微软办公生产力软件焕发新生。然而，早期采用者对该助手的评价褒贬不一。
Meanwhile, on Wednesday, Microsoft announced the next phase of Copilot innovation which will take place as a livestream event called "Microsoft 365 Copilot: Wave 2" on Sept. 16.
与此同时，微软宣布了Copilot创新的下一阶段，将在9月16日举行名为“Microsoft 365 Copilot: Wave 2”的直播活动。
Microsoft CEO Satya Nadella and corporate vice president of AI, Jared Spataro, will be hosting the event on LinkedIn.
微软CEO Satya Nadella和人工智能企业副总裁Jared Spataro将在LinkedIn主持这一活动。