Technology

They didn't miss the "wave", they discovered it's just hype and a bubble. They spent a fortune and damaged their core products to try and get in on AI, and have realised it was fools gold that their actual paying customers don't want. This really sums the problem up well:

Out of Microsoft’s 450 million Microsoft 365 user base, the company has only managed to convert roughly 15 million paid Copilot seats. This means a staggering 96.7% of users are rejecting the premium AI features, yielding just a 3.3% paid adoption rate. When viewed against Microsoft’s estimated $37.5 billion quarterly AI spending, this is an alarmingly low adoption rate.

I'm sure I'm like many people - I tried Copilot a couple of times; it's ok to make an email or even document text a bit more concise, but that's really it. I don't find it useful; I do all the actual work and then occasionally get an AI to help make it a bit easier to read very similar to a spell check and grammar check. It's not good enough to do anything else; it bullshits and is error ridden and like all the AI I've tried it's really plateaued. I just really don't see where the value in that $37.5bn spent by Microsoft is.

I certainly wouldn't pay for copilot myself. Instead I object to it being rammed down my throat at work, and Windows 11 just being generally awful but not improved. Microsoft are finally making the right noises but the damage is already done.