Bingo. MS has so many strengths that should make them relevant — a billion or so Windows installations, ~~Office~~ ~~M365~~ M365 Copilot is still the de facto productivity suite, Azure data centers, the OpenAI deal — and they just can’t get out of their own way because their strategy is “leverage those strengths to cram Copilot down peoples’ throats”

They have no taste. And no aspiration to taste. The industry is moving too quickly for the quasi-monopoly strategy of forcing users to buy their product.

Books will be written about how Microsoft had an amazing strategic position and failed at AI because they never prioritized an actual great product.