Their shareholders never wanted AI.

Their shareholders wanted MSFT stock price to go up.

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.