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 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