ChatGPT's enterprise success against Copilot fuels OpenAI/Microsoft rivalry

msft had a massive edge. it had exclusive access to models + had web search before anyone.

they flopped this royally, just like windows mobile. they created a shitty ux by shoving it inside the bing app, then they decided to charge for it instead of capturing all enterprise value.

lastly, the product has stalled and missed on their biggest opportunity which is tapping into the data. you can think it's because of how complex it must be, but then openai and everybody else did it.

it's truly a lesson in product mismanagement, once again, from microsoft

It was bound to happen. Corporations always commit suicide once they're successful and it almost always looks the same. It's why I don't invest time in non-free software.

It’s not all over yet.

MSFT is the world’s best 2nd mover and can often make profits on ideas pioneered/launched by other companies before MSFT.

MSFT came late to the cloud party (2011? AWS launched in 2006 IIRC), still they became a big player there (~25% market share in 2025).

Yes they botched Mobile, but to me it looks like they are still in the AI game

(I personally prefer models from Google, Anthropic or OpenAI though).

Microsoft's problem is they still make products. Meta creates $70 billion net profit per year and they don't create much and have minimal overhead.

Just say the quiet part out loud, Microsoft is such a large anti-competitive company they literally don't have to build competing products. Customers are not even going to evaluate other options because it will be bundled with their other mediocre services.

I loved my Windows Phone UX, so simple and reactive.

Netflix and NVIDIA come as counter-example. We're looking at 20-30 years of continuous self-disruption and innovation here.