Microsoft Sidelines $650M AI Hire as Copilot Hits 6M Users, Fund Down 17%
Satya Nadella unified Microsoft’s consumer and enterprise Copilot under Jacob Andreou, sidelining Mustafa Suleyman after a $650M hire two years ago as Copilot reached 6 million daily users, a 3.3% conversion of 450 million M365 seats generating $5.4B annually, while MSFO fund tracking MSFT is down 17% YTD.
1. AI Leadership Restructure
On March 17, Microsoft merged its consumer and enterprise Copilot teams under executive Jacob Andreou, reducing Mustafa Suleyman’s role to focus solely on long-term superintelligence initiatives despite his $650 million recruitment in March 2024.
2. Copilot Adoption Metrics
Copilot reported about 6 million daily active users by early March 2026, converting 3.3% of 450 million Microsoft 365 commercial seats into 15 million paid users at $30 per month, generating roughly $5.4 billion annually, while market share slid from 18.8% to 11.5%.
3. MSFO Fund Performance
MSFO, an exchange-traded fund exclusively holding Microsoft shares, has fallen 17% year-to-date by mid-March 2026, mirroring the underlying stock’s pullback and highlighting investor concerns over AI product traction.