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Comment by voidfunc | Hacker News Reader

The big winner for AI at the end of the day is going to be Microsoft and Microsoft-like companies that can integrate AI and Copilots into existing tools, with an understanding of how those tools are used by daily users and without significantly increasing prices.

The rest of it? Mostly useless.

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Incumbents (Google, Microsoft, Adobe) seem to broadly struggle at reasonable integration of AI. Just look at windows/github copilot compared claude desktop or cursor.

Huh? I would assume incumbent GitHub Copilot has way more (paying) users than all of Anthropic's B2C products combined. Is that wrong?

A recent report had OpenAI and Athropic's API revenues as roughly equal, but OpenAI having considerably more chat subscriber revenue.

Copilot almost certainly won't be using Open AI's APIs though.

I'm kind of shocked by this comment. Microsoft seems to be dominating the industry, with copilot having over 1.5 million users.

Copilot is ridiculously easy for a CTO/IT to enable for an entire org. That doesn't mean it's providing the level of value that Cursor is. It's just like the number of "users" Microsoft Teams has, is implicitly tied to the number of Office/Outlook customers. Whether or not people actually use the tool is frankly unrelated to how many customers they can report as "using" a tool.

It randomly showed up on my Windows machine after an Edge update. This reminds me of how Internet Explorer was once the most popular browser.

The rub is that the last-mile owners (Microsoft, Google, Apple, Facebook) can afford to ship last and still win.

Do people not use Apple Maps because it came out years after Google Maps?

What? Adobe's generative AI is nuts.

It feels like a lot of big companies will lose money on AI for a while since they need it to stay relevant but it doesn't seem to be generating all that much in profits yet.

> The big winner for AI at the end of the day is going to be Microsoft and Microsoft-like companies that can integrate AI and Copilots into existing tools, with an understanding of how those tools are used by daily users and without significantly increasing prices.

Don't forget Nvidia...

so far the only, like ONLY, valid benefit i've gotten from Copilot and AI in the workplace is some basic syntax checking for scrips, and improved search features for internal documents.

The former is mostly a parlor trick, while the latter is a massive improvement over Confluence and Sharepoint's search. That's not so much AI win as it is how crappy their built-in search is.

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