### Microsoft의 AI 야망: 도전 과제와 고객 피드백

### Microsoft의 AI 야망 도전 과제와 고객 피드백
* 🤖 Microsoft는 **Copilot과 같은 생성형 AI 도구에 많은 투자**를 하고 있지만, 회사의 비전과 고객 경험 사이에는 상당한 차이가 있습니다.
* 📊 내부 검토 결과, 회의 요약과 같은 기능은 높이 평가하지만 다른 기능은 비판하는 고객들의 피드백이 엇갈렸는데, 한 CIO는 **Copilot의 파워포인트 생성을 "중학교 프레젠테이션"**에 비유하기도 했습니다.
* 🔒 Copilot의 조직 데이터 스캔 기능으로 인해 **허술한 권한 설정으로 인해 민감한 정보가 노출되는 보안 문제**가 발생했습니다.
* ⏳ 일부 회사는 이러한 문제를 해결하기 위해 **Copilot 배포를 일시 중단**하고 있으며, 이러한 문제를 해결하는 데 **수년이 걸릴 수도 있습니다.**
* 💰 이러한 도구의 비용은 주요 관심사이며, 많은 사람들이 **Microsoft가 상당한 지출을 회수하기 위해 가치를 추가**하려고 하는 만큼 투자가 정당한지 의문을 제기하고 있습니다.
* 🌟 이러한 어려움에도 불구하고 Microsoft는 **AI를 인터넷만큼이나 혁명적인 것**으로 여기며 AI 전략에 전념하고 있으며, 투자자들의 회의론에도 불구하고 이 길을 계속 이어가겠다는 각오를 다지고 있습니다.
* 📈 생성형 AI에 대한 과대 광고로 인해 **Microsoft의 기업 가치는 3조 달러로 크게 상승**했으며, 주요 기술 기업들은 내년에 **3,000억 달러의 자본 지출**을 할 것으로 예상하고 있습니다.
* 👥 직원들은 다른 핵심 비즈니스 영역을 희생하면서까지 AI 도구에 집중하는 것에 대해 불만을 표출하며, 한 직원은 **모든 문제를 해결할 수 있다는 AI의 잠재력에 대한 '집단 망상'**을 지적하기도 했습니다.

Microsoft의 야심찬 AI 투자는 그 효과와 가치에 대한 고객의 회의론과 내부의 불만에 직면해 있습니다.

Microsoft is betting big on AI and spending billions to create generative AI tools like Copilot. The people who are working on the tools though told me there's a big gap right now between what the company envisions and what customers are actually experiencing. I'm Ashley

Stewart, and I cover tech for Business Insider from Seattle. So for this story, we reviewed internal emails and documents. We got a payroll spreadsheet where employees were sharing their salaries. We interviewed 15 Microsoft insiders, plus their customers and competitors. Here's what we found.

Customers like some of the features, like summarizing meetings and email threads. Some of the features they're not as excited about. In July, we heard about a CIO of a Pharmaceuticals company saying that the company was no longer going to use Copilot. Basically, he compared the

tool's ability to generate PowerPoints to basically creating middle school presentations. We've also heard about sort of a security issue, and that issue is more with how customers have set up permissions for their internal systems. Copilot can scan basically all of your organization's information and then pull

up insights for you, answer questions, but what that means for uh companies with lax permissions is sometimes Copilot was surfacing things like salary data or the CEO's emails, things that companies really don't want the average employee to be able to access. So we're hearing of

some customers pausing their deployments for them to fix this issue. The problem is the issue can take years to fix because of how these things work. The price I would say is the biggest complaint because people just in general are wondering if it's worth the money.

and Microsoft is racing to add value to those tools as it tries to recoup its own significant investments in building them. So Microsoft has made a big pivot internally toward AI. Of course, we heard about events during the initial excitement about co-pilot like cooking

for co-pilot where everybody got together and made ARR re that was made by the AI tool. You may have heard this word co-pilot, but one employee I talked to said it felt like there's a group delusion at Microsoft that these AI

tools are basically going to solve every problem, and that's created some frustration among employees who say that, you know, the bread and butter businesses of Microsoft aren't getting as many resources, as much attention. One person told me it felt like Microsoft could only look at one shiny object at a time.

The hype over generative AI has catapulted Microsoft to a $3 trillion valuation. We're seeing significant spending from companies like Amazon and Microsoft, Google, Meta. They are all projected by Morgan Stanley to spend $300 billion in capital expenditures in the next year alone, and I think in

general, we're just seeing a lot of questions from investors about whether all of this spending will actually pay off. Microsoft has no doubt heard about the complaints. They've heard the customer complaints. They see Wall Street losing faith a bit, but the sense I got is that at the top of the company, the

plan is just to stay the course. They see AI in general as as big as the invention of the internet, and as one executive told me, you know, no matter what's happening, they want to stay focused and and execute, and basically, hopefully, their bet will pay off.

Microsoft Is Betting Big On AI. Company Insiders Have Serious Doubts. | Business Insider

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Business Insider

Microsoft's Copilot: Customer Experience vs. Company Vision

Microsoft is heavily investing in AI, particularly generative AI tools like Copilot.

Research involved reviewing internal documents, payroll data, and interviewing Microsoft insiders, customers, and competitors.

Customers have mixed reactions; some appreciate features like meeting summarization, while others are less enthusiastic.

A pharmaceutical company CIO discontinued Copilot use, citing poor PowerPoint generation.

Security concerns exist due to Copilot's access to internal data and lax permission settings, leading to the exposure of sensitive information.

Copilot's Challenges: Pricing and Internal Concerns

Pricing is a major customer complaint; the value proposition is questioned.

Microsoft is actively trying to enhance Copilot's value to justify investments.

Internal concerns exist about over-reliance on AI, potentially neglecting other core businesses.

Employees express frustration about resource allocation, feeling that focus is too narrow.

Industry-Wide AI Investment and Microsoft's Strategy

Massive AI investment across tech giants (Amazon, Microsoft, Google, Meta) raises investor concerns about return on investment.

Microsoft acknowledges customer complaints and Wall Street's concerns.

Despite challenges, Microsoft plans to maintain its AI focus, viewing it as transformative as the internet.