Microsoft has a problem: lack of demand for its AI products

I think the biggest revelation of the last 3 years or so is that Microsoft does not have either the will or the talent (or both) to effectively execute anymore. Everything it currently stands on is a legacy product with roots in the Ballmer or Gates eras. They owe their Azure footprint and "success" today to Ballmer.

Their inability to produce anything useful with Copilot is the largest example of this, but there are others. They are getting lapped by a ~300 person software company in the race to consumer-ize an x86 PC a into turnkey gaming platform, even with $100 billion in game studios and owning the API that every major game is developed against. Their footprint in education is gone, completely replaced by Google who not only produced an operating system that could be effectively run and managed on commodity hardware, but also developed the centralized functions for school administrations to use to manage classrooms at scale.

The consumer situation for Microsoft right now might be even worse than it was when Nadella took over.

I don't have data to support it and I know AD was a gamechanger but I feel like Microsoft pumping free software to educational institutions was the main driver for it's adoption in the corporate world. When every person who kind of knows how to use the computer, can use MS windows and office and has to be retrained to use anything else, it's a no brainer to just give users what they know.

Three years? Try 20.