Microsoft is still going to win because they are the no risk option for many businesses but wow I might actually be embarrassed to be part of these efforts. I hate to use such hyperbolic language too but they have continued year over year for the past 3 years failed to deliver in AI. From the useless frameworks they have been building on the Azure side, the partnership with Anthropic where they are still building copilot to be uniquely their own (and confusing) and now this. It is extremely interesting to watch this unfold!
The thing is that I have to agree with you. It'll take Microsoft killing a large enough company for execs to start taking notice.
Huh? Every enterprise uses MSFT. They aren't going anywhere.
How's your IBM mainframe doing, these days? Wait, you use Watson, right?
IBM still exists. They're the perfect example of how far a corporate behemoth can keep rolling after it effectively dies.
Microsoft is effectively dead.
It's easier and less hassle to use Linux desktop environments than to wrestle with Windows bullshit. Their flagship product is a sad joke, their leadership is flailing for purpose, and their entire corporation is bloated and unable to focus on anything meaningful.
That doesn't mean they'll disappear tomorrow, or in 5 years, or even in 20. They've already lost whatever relevance they had, and will have to fight to get it back. There will be something called Microsoft still churning recognizably Microsoft slop, because they have a lot of money and resources with which to continue flailing.
It's the year of the Linux desktop, and Windows has fallen.
> ... but they have continued year over year for the past 3 years failed to deliver in AI.
The vibes may not be with them but enterprise adoption seems to be:
https://www.a16z.news/p/leaders-gainers-and-unexpected-winne...
At $37B they also have the highest publicly disclosed AI ARR in the industry, so the article above is probably not too wrong. Sure it can all go sour in the future, but so far they seem to be doing better than most in the industry.
MSFT has never done too well on the vibes meter, but also it seems vibes don't matter as much in enterprise.