00:00 Speaker A What are you seeing as far as uptake from uh enterprises when it comes to these different AI offerings. You know, Microsoft has co-pilot, you know, built into to 365, uh, you know, it it allows you to work throughout, you know, the different suites, uh the the the suite itself, whether that's, you know, with Word or or Outlook. What what's the uptake been though for for enterprise ...
00:00 Speaker A What are you seeing as far as uptake from uh enterprises when it comes to these different AI offerings. You know, Microsoft has co-pilot, you know, built into to 365, uh, you know, it it allows you to work throughout, you know, the different suites, uh the the the suite itself, whether that's, you know, with Word or or Outlook. What what's the uptake been though for for enterprise users? 00:20 Speaker B Yeah, I think we've been super impressed. Just in the last year, we've seen a 10x increase in the daily active users for M365 Copilot. 90% of the Fortune 500 are using M365 Copilot. So, I think we're in a very rapid adoption phase and diffusion of these tools at work. 00:36 Speaker A And, you know, I think a lot of people when they think Microsoft and AI, they, you know, they think OpenAI. You guys have that that big deal together. You've been working uh side side side uh you know, hand-in-hand for for some time now. Now we're we're talking Anthropic. I guess what does that mean for for Microsoft? Does it mean, you know, a pivot to more models? What what does that look like? 01:00 Speaker B Yeah. Our big focus is we're going to be multi-model and we're going to use the right AI model for the job. So, for example, inside of M365 Copilot, we have an auto router. It'll choose in some cases, it may use an OpenAI model, other cases it may use an Anthropic model. Um and the real magic comes when you take those models and you join it together with your office data, that work IQ that we have. 01:21 Speaker A And is that, I guess, you know, when when you go in yourself, it does that auto routing. Can you select whether you want OpenAI or or if you want Anthropic's models when you're just, you know, kind of navigating on your own? 01:34 Speaker B Yeah, and end users can go pick from, we have like a drop-down, you can go choose, of course, but we try to keep auto because the best model for the job may change on a day-to-day basis or a month-to-month basis. Like ...