It does feel like without a compelling AI product Microsoft isn't super differentiated. Maybe Satya is right that scale is a differentiation, but I don't think people are as trapped in an AI ecosystem as they were in Azure.
Lol. You don't think that Microsoft has _a_ compelling AI product? The new version of 365 Copilot is objectively compelling, even if it is a work in progress. And Github Copilot is also objectively compelling.
Lol. You don't think that Microsoft has _a_ compelling AI product? The new version of 365 Copilot is objectively compelling, even if it is a work in progress. And Github Copilot is also objectively compelling.