It's ok to make short sighted investment decisions based on current market position, especially when one of your biggest bets from the last decade is striking gold in a big way, and you need all hands on deck to reap maximum strategic value during the temporary opportunity window.

In that phase, it makes absolute sense to reduce or cut anything that is not CURRENTLY performing well, in favor of the area that is taking off and needs all the push you can give it. When the gen AI market stabilizes, ideally with Microsoft in a dominant position, it will again be appropriate to diversify bets. That includes pushes for markets where MS can grab 2nd or even 3rd place.