AI Adoption Broadens but Profit and Productivity Evidence Remains Limited

Microsoft's reported 30 million paid Copilot seats and shift toward usage-based billing provide stronger monetization signals, while Google's claimed billion-user Gemini app scale reinforces the importance of distribution. However, product claims and variable usage estimates do not establish active adoption, retention, customer ROI, pricing power, inference economics or incremental margins; reported daily usage near 12% remains a caution.