I'm not assuming, the whole narrative goes like "software development is a solved problem and a sunken cost" Ok if the cost is low why not then? It makes sense to improve your product and strenghten your market position

> Ok if the cost is low why not then?

There are still budgets that constrain on how much you can achieve.

If Microsoft thinks using AI to add more AI features will be more profitable than increasing performance, the that's where they'll spend their budget.