Consumption-based AI pricing will further expand Microsoft's addressable market

“That’s our job as an industry, and we are focused on it.”

“Nadella urged for robust regulations and standards governing advanced AI systems.”

“I used to always think that alignment would just fall out. I no longer believe that. I think this alignment thing may be a harder, different problem.”

“There has never been a trillion-dollar revenue business, and we may have two of them in the next 5-10 years.”

“has emerged as a significant business with a revenue run rate in the tens of billions of dollars and is now profitable in its own right”

“We’re going to invest to continue being the leader. We can fund this plan, and I think it will forever change the size of Amazon. It will forever change our revenue.”