You may not like to hear this, but Microsoft is going to ram Copilot — the new “operating system for work” as
@satyanadella called it today — down the throat of every enterprise in the world. It’s going to be a damn good harness. This strategy is going to work and they will be a $5t company within a year.
They’ve been quietly adding brilliant product leaders (notably
@jacobandreou) who has better design instincts than almost anyone else in large cap tech today. He was Evan’s key deputy at Snap and responsible for almost everything that worked on their march through hell to 500m DAUs.
Microsoft finally started to ship decent models this year. MAI is not SOTA, but it’s a class of models that are efficient, specialized, and tunable. For complex work, they send you off to ChatGPT or Claude, which they will happily serve you on Azure, a business that is ripping with 43% yoy growth.
Muse and (and now Grok Bot) have shown us that a great harness doesn’t require an extraordinary model to be game-changing. Ecosystem integration, disciplined product design, access to tools, and more than anything else — user trust — is what it takes.
Anyway, I think about this chart a lot.