An interesting possibility is if the cost of generation will go down on something akin to the pace of Moore’s Law, then making $10 of revenue and losing $20 per user per month becomes profitable in a little over 3 years, assuming most of the costs are compute.
Throw in a little efficiency gain and the value of learning about the overall space and I think it’s a wise investment for Microsoft to be going full speed ahead here in order to fight to preserve its long term relevance as a tech leader.
Throw in a little efficiency gain and the value of learning about the overall space and I think it’s a wise investment for Microsoft to be going full speed ahead here in order to fight to preserve its long term relevance as a tech leader.