harnessed by incumbents and upstarts alike. Microsoft is integrating Copilot across the stack. Zoom and Canva are layering GenAI into user-facing workflows, while Databricks is infusing GenAI into 12/24223 Enterprise SaaS Incumbent AI Rollouts = Zoom AI Companion – 9/23 Note: AI Companion MAUs are estimates based on company disclosures. As of 7/30/24, Zoom disclosed they had 1.2MM accounts with AI Companion in the launch month. Source: Zoom announcements (9/23. 10/23, 2/24, 5/24, 7/24, 9/24, 12/24) Zoom AI Companion – 9/23-12/24, per Zoom Growth in monthly active users of Zoom AI Companion accelerated to