Microsoft's software business has a tailwind in AI, says Melius' Ben Reitzes

Joining us now is Ben Ritz from Melius Research. Ben, good to see you. Now, this is probably confusing to a lot of people because AI is software, but the way it's been sold to businesses for generations now is based on seats.How many people are using it. AI and agentic AI seems to me could mean software operating software instead of as many people and that blows up some business models. Oh yeah. Oh yeah.We're just in the beginning of this and I don't think the SAS guys know what's hitting them. Um, and uh, ...