Super interesting how this arc has played out for Microsoft. They went from having this massive advantage in being an early OpenAI partner with early access to their models to largely losing the consumer AI space: Copilot is almost never mentioned in the same breath as Claude and ChatGPT. Though I guess their huge stake in OpenAI will still pay out massively from a valuation perspective.
Microsoft seems to be actively discarding the consumer PC market for Windows. It's gamers and enterprise, it seems. Enterprise users don't get a lot of say in what's on their desktop.
I'm not even sure if it's gamers anymore, given how they're throttling local compute with buggy updates. Though maybe that's a strategy to increase demand for cloud gaming... shoot the left foot so that the right foot can hop