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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
by derekcheng08 11mo ago
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.
- Zigurd 11mo agoMicrosoft 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.
- tetris11 11mo agoI'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
- xnorswap 11mo agoIt's because Copilot isn't (just) a model, it's a brand that's been slapped on any old rubbish. If Clippy were still around, that'd have been rebranded as Copilot by now.
- blitzar 11mo agoIf they resurected Clippy and made it the face of their Ai I would switch in a heartbeat.
- downrightmike 11mo agoThey made Copilot the term for AI and smeared it everywhere to the point that it has no meaning and therefore no usage when talking about AI.