AI pricing needs to come down to increase adoption, says Jefferies' Brent Thill

Microsoft out with a statement today that the report inaccurately combined the concepts of growth in sales quotas and that aggregate AI sales targets have not been lowered. For more, let's bring in Jeffrey's analyst Brent D. He's got a buyer rating, a $675 price target on Microsoft.Frank, great to have you with us. What do you make of the report. >> I think it's a data point and everything we're seeing in our Microsoft work and I'm at the Amazon conference in Vegas is suggesting that AI demands accelerating ...