Copilot "will cost $30 per user per month on top of what most business customers already pay." So it's almost double what business users pay today per user.

Thank you, mechinv, for getting this board going. So much interesting stuff going on at Microsoft under Satya Nadella, I look forward to the conversation here.

I don't know how much visibility we'll have into Copilot uptake rates, but they should offer insight into just how indispensable AI seems to enterprises at this stage. On the one hand, you can see a lot of productivity value in giving employees these tools. On the other, doubling enterprise spend on Microsoft's office suite, presumably unbudgeted, seems like it could be a problem for companies carefully watching their spending.

With the odds of the Activision acquisition closing later this year now very good, Microsoft will go from zero to 60 in mobile gaming, another big growth opportunity.

At $355 per share, the stock is up nearly 50% this year. The trailing P/E is 38. The company is a monster, but I can't help thinking the stock has gotten a little ahead of itself.