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302 points mastermaq | 1 comments | | HN request time: 0.21s | source
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thiagoperes ◴[] No.44371159[source]
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

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throw-qqqqq ◴[] No.44376212[source]
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).

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1. Hilift ◴[] No.44376532[source]
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.