Chubby♨️@kimmonismus · X前微软高管指出，尽管微软每季度投入巨额资金于AI，但其Copilot等产品的实际用户付费率极低，未能有效激发市场热情。硬件厂商在笔记本电脑中内置NPU芯片，却未能催生出具有吸引力的杀手级应用，这反映出即使是擅长分发的巨头，若产品本身缺乏足够的拉动力，也难以取得成功。与此同时，该高管也强调微软在企业市场拥有的强大护城河依然稳固。这种矛盾的现状，使得未来18个月对微软AI战略的走向至关重要。
Former Microsoft VP says Microsoft missed the AI wave like the internet and mobile， as Copilot scales back in Windows 11
Microsoft spent $37.5B per quarter on AI. Less than 3.3% of Microsoft 365 users pay for Copilot.
OEMs stuffed NPUs into every laptop， and not a single k1ller use case materialized in Windows or Office.
That's a distribution-first company learning that distribution doesn't work when the product doesn't pull.
However： The same former VP who calls this a failure also says Microsoft's enterprise moat is unbreakable. Both things are true simultaneously and that tension is exactly why the next 18 months matter more than the last 18.