Will ChatGPT help Microsoft Teams kill Zoom (ZOOM)?
An example of such an autonomous system is large language models powered by GPT-3.5. Microsoft (MSFT) is adding those large language models to the newest version of Microsoft Teams.
I think teams with GPT-3.5 could be Microsoft’s Zoom killer. For instance, Teams Premium now contains intelligent recap. Intelligent recap automatically generate meeting notes.
They claim intelligent recap can identify the highlights of the meeting. Additionally, they claim intelligent recap can identify the information most important to the user. Another feature they call AI-Generated chapters can divide a meeting into sections so users can pick the most relevant content. AI-generated tasks allow users to identify the assignments from the meeting.
Hence, Teams Premium frees people of the need to attend many meetings. Millions of employees waste time at s at meetings. I predict Teams Premium will be popular because people hate meetings.
Consequently, I think Teams Premium is a threat to Zoom (ZOOM) and other video software. OpenAI’s large language models could help Microsoft dominate video meetings.
I think Teams Premium could become a revenue generator for Microsoft (MSFT) because of subscriptions. Microsoft plans to sell $7 to $10 Teams Premium subscriptions, The Verge reports.
How Much Money is Microsoft (MSFT) making?
Hence, Microsoft Inc. (NASDAQ: MSFT) could have an enormous new moneymaker on its hands. Value investors need to take notice because Microsoft is already an enormous moneymaker.
For example, Microsoft reported $52.747 billion in quarterly revenues on 31 December 2022. Impressively, the quarterly revenues grew from $51.728 billion on 31 December 2021. However, Microsoft’s revenue growth fell to just 1.97% in the quarter ending on 31 December 2023, Stockrow estimates.