If Google and Microsoft have gone dormant in this space, I have to think it’s because they haven’t been seeing any ROI, either. Possibly because customers have been so underwhelmed.

I’ve been using Office Copilot more or less since it was released, and the general opinion around the office is that it’s a huge waste of time. The auto-transcripts produce 3 pages of fluff when previously someone would send 3 sentences’ worth of what actually mattered. The auto-drafted documents rarely add anything meaningful beyond what was already in the prompt. The question answering and research tools are only as good as Sharepoint/Confluence/Jira/etc’s pre-existing search feature, and therefore untrustworthy, etc.

What made Anthropic exciting was they had locked onto a use case that reliably generates positive value: coding. Not much else has proven, from a business perspective, to be anything more than an exceptionally buzzworthy money pit.