It seems like everyone except MS themselves knows why: they got tunnel vision from Azure and AI, and completely forgot about what actually made them successful.
Hell they even burnt down one of the most famous brands in the world, MS Office, for zero reason other than to try and whitewash their Copilot name. The marketing guys who made that decision urgently need to find another line of work, because literally a Labrador licking his balls all day would have resulted in a better outcome.
The PMs are completely asleep at the wheel, when they aren't actively self-sabotaging.