[screye]

If AI winning means that data center companies win out, then the wins for Azure will more than make up for the death of Office.

I am surprised that Microsoft's own copilot product is so far behind though.

[boringg]

Aren't they providing a wrapper for the work of another company? IE msft isn't actually doing any foundational work thus they can't meaningfully move product capability, just wait for the model to improve and integrate it?