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...'
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. 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."
知名科技分析師吉恩·門斯特(Gene Munster)站出來力挺微軟公司(NASDAQ:MSFT)的Copilot人工智能辦公工具，將客戶流失歸因於"成長的煩惱"。
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.
據報道，Deepwater Asset Management的合夥人在週三出現在CNBC的Fast Money節目中，表達了他對微軟人工智能增長故事的持續樂觀態度。
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.
儘管有關客戶離開Copilot AI辦公工具的報道，他在X（前稱Twitter）上發帖說：「對AI的批評是我們還沒有看到實際使用案例。這種情況將在未來發生變化。」並附上他出現在節目中的片段。
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.
在談話中，Munster爲這一情況提供了背景，指出大約4500萬Office用戶中只有約500萬在使用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.
他強調，在評估過去六個月公司對該產品的積極評價時，應考慮到這個小的用戶群體。
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，微軟在四月的業績會上報告稱，60%的財富500強公司正在使用人工智能工具。在六月季度，該公司宣佈使用率翻了一番。
"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：「沒有人會取代Office，所以我們會繼續使用Office。」他對微軟人工智能產品的未來表示信心。
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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智能的缺點是我們目前還沒有看到應用案例。這種情況會隨着時間的推移而改變。
— 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.
爲什麼重要: 微軟的人工智能助手Copilots一直備受關注，因爲它們旨在改變工作場所，並使微軟辦公生產力軟件煥發新生。然而，早期採用者對該助手的評價褒貶不一。
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.
與此同時，微軟宣佈了Copilot創新的下一階段，將在9月16日舉行名爲「Microsoft 365 Copilot: Wave 2」的直播活動。
Microsoft CEO Satya Nadella and corporate vice president of AI, Jared Spataro, will be hosting the event on LinkedIn.
微軟CEO Satya Nadella和人工智能企業副總裁Jared Spataro將在LinkedIn主持這一活動。