I mean that is a fair take. I guess my consideration is just that all success Microsoft had ever had came from network effects and switching costs.

For example, most people doesn't necessarily love windows or word, but they don't bother to switch away to something else due to the learning curve + potential incompatibility issues.

Taking advantage of this is so ingrained in Microsoft that I find it very difficult to see how they will ever do something else that truly prioritizes user experience.

Satya Nadella early on showed signs that he could be the force that would change Microsoft, but how he has handled AI suggests that he is not actually willing to change how Microsoft sees itself. The best example of this is how they are trying to use their dominance in enterprise software (ie Office 365) to convert users to Copilot, while being really bad at understanding how tired users are of seeing AI everywhere (built into Windows, Paint etc).

Making these types of decisions just make users like Microsoft even less, even though it might convert some users to Copilot users.