Comment by dist-epoch
11 hours ago
Don't worry, they are ahead of this.
Satya said some time ago that they expect soon to have more agents using Microsoft software than humans, and are working on transitioning their focus from serving humans to serving agents.
https://www.news18.com/business/satya-nadella-announces-micr...
This sentiment is also why Microsoft crushed earnings this quarter. Their AI play is to create corpo-slop AI middleware, which sits between AI models and enterprise applications. Sure, others can go and build harnesses which can generate MS office documents, but MS is already doing it, and conveniently such harnesses will come with everyone's existing Microsoft 365 subscription.
The analogy is IBM. Just like IBM helped every old-money corporation on the planet figure out the whole "computers" thing 50 years ago, MS will help everyone solve the "AI" thing. The software will suck and will not really innovate, but it will make a ton of money
> The software will suck and will not really innovate, but it will make a ton of money
Microsoft’s goal isn’t to provide high quality software that outperforms other software, their goal is to provide an obvious and reasonably proximate answer to clueless execs trying to check things off of a procurement list so that existing contracts can snowball and competition is excluded.
We, collectively as a global species, really lost out when MS wasn’t divvied up in their anti-trust trial. Office as its own corporate entity would be in a radically different place right now, as would their enterprise customers.
So they will switch to per-agent pricing instead of per-user. Fine, but that doesn't change the fact that Microsoft Office will become a just bunch of viewers as far as human usage is concerned. As far as generating Office documents, you can do that without using any Microsoft code.
This is one that's already true and "everyone" hasn't figured it out yet. But you don't really even need Office as a viewer, PDF is fine (for printable/portable fixed-layout) or just HTML. "Office" is a product that doesn't need to exist anymore, at least for the core apps. For day-to-day office work, you probably shouldn't be using those legacy apps, you should be reviewing portable document formats and asking an agent to make the revisions that you want.
> For Microsoft, this shift means products like M365 will act as the foundational layer where AI agents operate. Users will still need places to store documents, manage projects, search files, and track workflows
They bet on the online office suite (M365).
... and without the license, crucially!
But why would openai and antrhopic pay them if they already libreoffice for free and why would users pay if they already have an Ai subscription