The excessive spending was part of the point. The market is watching AI spend very closely. AI spend is a proxy for AI absorption. Expanding your MS contract to

The excessive spending was part of the point. The market is watching AI spend very closely. AI spend is a proxy for AI absorption. Expanding your MS contract to include Copilot for your rank and file doesn't move the meter much. Letting your engineers run up 100k/month shows extreme absorption. The share price increase potentially pays for the entire token bill once Wall Street goes through your earnings.