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One thing I thought maybe I could share

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to get us started is BCG was
looking at some recent data and

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we found that the spend in AI last year

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was a 100% higher than the previous year.

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And then you say, okay,
well is that a blip?

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Is that a bubble?

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And we did some research
with CEOs and found no,

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that CEOs, 94% of them,
are planning on spending

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as much on AI next year.

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And they say that's
irrespective of the ROI.

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Okay, so they believe they must
invest in AI for the future.

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And so on the one hand, companies
are continuing to invest.

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And on the other hand, for
those that are doing it well,

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it's really, really working.

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I would love your perspective

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from a Microsoft angle.

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What are you seeing there?

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Well, it's great to hear the data

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is actually in line
with what we're seeing.

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So I think we're seeing
that our companies,

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our customers, are trying to figure out

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what's the right approach for them.

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And I will tell you that the ones

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that we really believe are
probably in the category

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that you're describing,

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are the ones that are thinking AI first.

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And what we mean by that are,

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we talk about a frontier firm,

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sometimes is the way we think about it,

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is that they're starting
sort of with the human

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at the center

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and that they don't think
necessarily right about,

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oh, what's the business process.

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But first they say, okay,
how do we enable our humans,

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how do we create the
ambition for that human,

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to do more and better things?

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And so with that, they
kind of have that frame

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and then they say, okay, with that frame,

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how do I think about a framework

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or an approach that I want to take

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to make sure that I am
executing in every way

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that I possibly can?

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And so often they build a framework

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around sort of four key pillars
is how we normally see it.

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And these four pillars really help them

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think across their organization.

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The first pillar is really
the employee experience.

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And back to kind of AI first
starts with the employee.

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The employee is closest to the work.

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So they're going to know exactly
where the opportunities are.

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But are you enabling them in a way

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that they can really be effective?

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They use AI at home, they
want to use AI at work.

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They want to work on things that
are important and meaningful.

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So they focus there.

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They also think about the
customer experience, of course.

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How do we engage the customer better?

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How do we make sure that
we are personalizing things

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to that particular customer?

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How do we make sure that
we are responding to them

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in a more effective way?

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AI can enable all of
those types of things.

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Then we think about business process.

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And this is one of my
favorites because it's meaty.

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And this is really about
looking at a process end to end.

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A lot of people think in
the context of an org chart.

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Business process happens in
the context of a work chart.

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And so we often say, think
about the process end to end.

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That could be supply chain,
that could be claims processing.

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When you look at that process,

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are there areas to

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really take that process and apply AI,

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apply agents, perhaps,

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find ways to make that
process more efficient?

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Tremendous amount of
opportunity for customers there,

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not only in savings, but just again,

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in a more effective way to work.

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And the final one is around
bending the curve in innovation.

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And we see this in many areas,

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but this is really
capabilities to leapfrog.

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We see it in health care, we
see it in pharmaceuticals.

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It's just incredible the things
that we can do with AI today

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around diagnosing disease,

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around finding it earlier in the cycle

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so that you have a better chance

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of an positive outcome for a patient.

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All those things are pretty incredible

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in the context of what
we can do in that space.

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So it's all those things
together in this framework.

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And again, really thinking
about keeping companies safe.

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So we care a lot about
security and you do too.

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Making sure that we are
focusing on this ambition

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and this potential for
all of our employees

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and the companies at heart.

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And doing it in a way that
really creates outcomes

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and value for the customer.

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(lively music)