Microsoft is doing well with revenues of $56 billion, and profits of $23 billion in 2023. In a letter released on LinkedIn Satya Nadela, CEO tells shareholders and other stakeholders about the big bet they take on AI. So far, the industry used some platforms, whereas AI is a platform shift. It creates maximum enterprise value. Microsoft has spotted an opportunity which it intends to exploit, and has done risk analysis. Microsoft has invested $10-$13 billions in OpenAI. Microsoft infuses AI into everything it sells.

Of late, industry witnessed shifts such as blockchain technology and metaverse. They invested hugely and quickly. AI is another cup of tea. It will replace some of the existing technologies. AI may replace the browser we use today. Co-pilot can shop, code, analyze, learn and create. Maybe, AI will continue to grow, or it may have plateaued. But Microsoft is in a comfortable position, as Satya Nadela has put MS in the best possible position.