Microsoft has a problem that they hire the middle block of talent in the market. They do not chase the top 20% most expensive nor the bottom 20% least expensive.
But this also means they end up with average products. They don't have the talent to do something exceptional.
This has worked well for them when they can just come in and copy something (say AWS in Azure) and not pay the innovation cost, but AI seems different for some reason, perhaps in the same way search was. You need the top 20% in order to really be successful.
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