The AI monetization story is beginning to materialize. If Microsoft integrates models like Kimi into Copilot, the opportunity extends beyond just adding AI capabilities. It could open up multiple layers of software revenue: traditional licensing, per-seat upgrades for Copilot access, and additional usage-based pricing for AI inference.
The larger opportunity might be in efficiency. Running Copilot on lower-cost models while maintaining premium pricing could gradually improve margins over time.
The AI transition is already underway, and $Microsoft(MSFT)$ looks well-positioned to capture a significant part of it.
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