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0:43
Sundar just attacked the entire $5.4B Microsoft Copilot pricing thesis and the market hasn't repriced for it.Look at the icons in that announcement image. W for Word. X for Excel. The footer disclaims Microsoft's trademarks. Google put their competitor's product icons inside their own product launch. The shipped capability matches the icons: prompt Gemini, download a .docx, .xlsx, .pptx, or .pdf, never open Office.Microsoft's Copilot economics rest on one assumption: AI productivity happens insi
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