Thinking hard about how CoPilot fits into the MS ecosystem (Power BI, SharePoint, Dynamics, Office entrenchment, etc), and how their consultant mills work, I’m convinced there’s a meaningful space for unnecessary, unpopular, or suboptimal LLM solutions that can still be wildly profitable for MS.

Like, just because the outcome sucks and the solutions are user-hostile, let’s not assume the decision makers are dummies. I see profit motives as the likely delta between their decisions and our userland expectations.

Let me run the MS LLM department and I could easily explain to the board why we’re about to see a big upsurge Azure, office 365 integrated, and MCP-based solution spending… hint: it’s because the machine god will tell the consultants AND the customer those solutions are what’s SmartGood. We’ll sell ‘em a box that tells ‘em what to buy (lul, subscribe to!), the profitability part kinda writes itself.

Their shareholders never wanted AI.

Their shareholders wanted MSFT stock price to go up.