Helpful chart to draw conclusions

Edit: Or better still, convince all of their customers to throw away perfectly good hardware and upgrade to one with a single extra chip, creating a hazardous waste epidemic for landfills as a nice side effect. It's especially important to do this in the middle of a RAM and HDD shortage.

Really, I'll just never be half the great business strategist that these guys are. <sigh>

But this also means they end up with average products. They don't have the talent to do something exceptional.

This has worked well for them when they can just come in and copy something (say AWS in Azure) and not pay the innovation cost, but AI seems different for some reason, perhaps in the same way search was. You need the top 20% in order to really be successful.

It is going to be very hard for OpenAI or Microsoft to compete with this now that Google has gotten their act together.

Satya’s days are numbered. The OpenAI investment will be a very costly and painful lesson.

ChatGPT respects privacy and allows for maintaining history while also opting out of using ones data for model training

However; their azure offerings are somewhat decent. AI Search is getting quite decent, access to Open AI models served through foundry is quite the differentiator (although the rate limits are an issue), their reference architectures are very helpful and their ancillary services, like document intelligence integrate well.

I'm a bit worried that their marketing dept has gotten their crappifying and obfuscating eyes set on those services though, given the recent rebranding of Foundry and what not, but the underlying services are decent.

Every procurement team is going to point to copilot, saying it’s included with the other Microsoft services a company is already paying for, so duplicate AI products won’t be approved for purchase.

Microsoft is laying claim to the desktop real estate, so in a few more generations of the technology, they’ll have the customers and competitors will already be starved out.

When the internet came out, did many legacy companies lead the way with online experiences, figuring out what the real killer apps now that everyone was connected were? I don’t know for sure, but I doubt it, I think it gave rise to some of the present crop of big tech, and others reinvented themselves after the use cases were discovered.

All that to say, I expect the same here. In 10 years there will be AI uses we take for granted, built by companies we haven’t heard of yet (plus the coding apps) and nobody will talk about stupid “rephrase with AI” and other mindless crap that legacy companies tried to push.

Nadella has done a lot of listening through is CEO reign but it looks like MS is back in a "don't listen to customers, tell them what they'll get" phase.

On iOS, you type a message and send, and... nothing.

That monkey face simply won’t go away.

Like, I have a 'Copilot' button prominently displayed in my New Outlook on MacOS (the only platform where the app-with-that-designation is sort-of usable), and it's a dropdown menu, and it has... zero items when expanded.

I asked my 'Microsoft 365 Bing Chat AI Bot Powered By ChatGPT<tm>' about that, and it wasn't able to tell me how to make that button actually do something, ending the conversation with "yeah, that's sort-of a tease, isn't it?"...

Oh, well, and I actually also have a dedicated Copilot button on my new Lenovo laptop powered-by-Windows-11. And, guess what, it does exactly nothing! I can elect to either assign this button to 'Search', which opens a WebView2 to bing.com (ehhm, yeah, sure, thanks!) or to 'Custom', in which case it informs me that 'nothing' meets the hardware requirements to actually enable that.

So, my question to anyone in the Microsoft C-suite: have you ever tried to, like, actually use, like anything that you're selling? Because if you would have, the failings would have been obvious, right? Right??