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Windows users don't want copilot on their taskbar
(windowscopilot.news)
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I'm pretty sure Windows is a key part of their "cloud stuff" strategy. You are right that consumers are not the direct focus of Windows, since they are not the direct paying audience, and that shows in the direction Windows is going, but getting consumers to use Windows is a big part of creating corporate buy in for Microsoft cloud services. Corporate environments will shun Microsoft cloud services if employees can't use Windows, or Windows features run afoul of corporate policies (like blanket LLM bans).