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Comment by airstrafer

2 hours ago

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.