Super interesting how this arc has played out for Microsoft. They went from having this massive advantage in being an early OpenAI partner with early access to their models to largely losing the consumer AI space: Copilot is almost never mentioned in the same breath as Claude and ChatGPT. Though I guess their huge stake in OpenAI will still pay out massively from a valuation perspective.

It's because Copilot isn't (just) a model, it's a brand that's been slapped on any old rubbish.

If Clippy were still around, that'd have been rebranded as Copilot by now.

Microsoft seems to be actively discarding the consumer PC market for Windows. It's gamers and enterprise, it seems. Enterprise users don't get a lot of say in what's on their desktop.

They made Copilot the term for AI and smeared it everywhere to the point that it has no meaning and therefore no usage when talking about AI.