Pure speculation, but I feel the inference money is tiny compared to the speed and permanence of Office integrations MCP enables through the consultancy swarm.

MCP lets you glue random assed parts of services to mega-ultra-high critical business initiatives with no go between. Delivered through a personalized chat interface that will tell you how sexy you are and how you deserved to win at golf yesterday… from salesman to auto interface to forever contract in minutes.

MS sells to insecurities of incompetent management and facilitates territory marking at the expense of governments and societies around the world for mega bucks. MCP, obvious as it is technically, also lets them plug a library into existing services for a quick upgrade then an atomized upsell directly to the chat interfaces of upper management.

Microsoft’s CEO has talked about his agent swarm. Much like RPA this woo appeals strongly to the barely technical.