Anyway, why does Microsoft bottleneck itself when it could have 10 different AI teams. That's why 10 new AI startups can achieve what these behemoths can't.
Microsoft already suffers from lack of software consolidation. It costs a lot of money to maintain 10 different tech stacks. Not to mention having separate security/privacy review processes for each.
We are talking multitrillion company here, money shouldn't be an issue. Though you prove my point, they lack coordination. Also AI lacks coordination and strategy and won't solve BigTech management problems any time soon. Best they can try is providing tools trying to capture what others, that are actually inventive, can do. That's why they will stay at Azure level.