Enterprise software vendors haven’t been thrilled about the narrative that they aren’t directly monetizing generative AI so the narrative is subtly being flipped. With Wall Street analysts increasingly scrutinizing capital expenditures over generative AI without direct monetization, Microsoft CEO Satya Nadella and CFO Amy Hood shifted the argument a bit. Enterprise software
Enterprise software vendors haven’t been thrilled about the narrative that they aren’t directly monetizing generative AI so the narrative is subtly being flipped.
With Wall Street analysts increasingly scrutinizing capital expenditures over generative AI without direct monetization, Microsoft CEO Satya Nadella and CFO Amy Hood shifted the argument a bit. Enterprise software vendors needed to bring some nuance to the genAI conversation since they haven’t benefited from it.