I started the dedicated blog for my The Licensing Guide alter ego a few months ago. The idea was that I could use it for sharing the more factual and detailed information about a fringe topic that not everyone in the Power Platform community enjoys reading about constantly. Similarly, the usual snarky takes of Perspectives might not land that well with folks who are searching for guidance on such commercial topics.
But man, sometimes I just gotta write down how I really feel about the moves Microsoft is making with their licensing. That’s what this week’s Plus-exclusive newsletter issue is going to cover. I’ll tackle these three recent events/announcements:
E7 + A365: the $99 Frontier Worker Suite
Power Apps Per App end-of-end-of-sale
Copilot Chat giveth and Copilot Chat taketh away
Agents dressed as information workers in M365 E7 disguise
It’s hardly a secret that Microsoft wants to expand the Total Addressable Market for its software via moving from licensing human employees to licensing AI agents. Satya has been talking about it across different events. Most recently, his visit to the Morgan Stanley Conference gave us these kind of projections to digest:
Satya Nadella describes a significant expansion of Microsoft's Total Addressable Market (TAM) driven by the transition to an agentic future. He suggests that the market for these new AI-powered tools could be 100x larger than the software tools business Microsoft has competed in for the last 40 years.
From the same interview, we can generate a summary slide that visualizes how Microsoft wants to expand their AI business by moving from current chat mode to co-work / task mode and ultimately the digital worker mode:
Sounds pretty sweet for the investors. What do we get in practice then with the Agent 365 product that has been announced to reach GA on May 1st?
Subscribe to Plus to read the rest.
Become a paying subscriber of Perspectives Plus to get access to this post and other subscriber-only content.
Upgrade