At least from the article, it seems he wants to position Microsoft as someone who provides access to all models including non frontier models in order to democratize access. He sees OpenAI, Anthropic and Google as the AI giants who are trying to dictate the future.

Aside from Office/Teams, a lot of their SaaS apps are more or less replaceable by AI generated code within a few days. Chances are that also comes with fewer bugs and it at least 10x as performant (not an exaggeration, the MS cloud is extremely slow).

Their other more complex software like SharePoint or the power platform will be replaced by other solutions in my opinion. I had to adapt a Power Automate flow yesterday. It is just painful. And buggy as well, even integration with their own services.

That with Microsoft long since have abandoned the strategy to ask what the customer want instead of their latest business model, I think MS will have to rely on their enterprise IT customers.

Why do you think Microsoft is an AI giant? In my books, the AI Giants are: Alphabet, OpenAI, and Anthropic.

I wouldn't rate Meta, SpaceX, or Microsoft as AI giants, even though they have AI products.

Trying and, apparently, failing.

Not really. Microsoft is more of a proprietary software monopolist that has strangled the economy for the past few decades, and they don't want to lose what remains of their lucrative position.

Nonsense. Everybody knows Cthulhu.

MSFT growing to 10x the price it was when Nadella took over, everything done right.