Analyst: Microsoft has the enterprise distribution to monetize agentic AI but Copilot still adds no value on top of tokens
thedealdirector · x · 2026-11-06
A detailed investor thread argues Satya Nadella has gone from industry-best CEO to leader without direction in 24 months. Microsoft sits on many large enterprise seat contracts, yet Anthropic's S-1 shows tens of billions in agentic revenue while touching <0.1% of Fortune 500 spend — and Microsoft is only now moving to consumption-based pricing for agentic work without proving its Copilot harness adds value. A quoted thread adds that AWS, having given up on the AI application layer, is positioned to acquire distressed neoclouds next year, with power sites and grid interconnects (time-to-power) as the real prize, while GPUs are less attractive due to fast depreciation and Nvidia generation lock-in.
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