Microsoft Copilot Is Struggling, And This Reveals Something Inescapable About the Future of Enterprise AI
Microsoft’s enterprise dominance has always rested on owning the substrate of work.
The strategic error was treating AI as a product rather than as infrastructure. Microsoft approached Copilot the way it approached Office or Teams: build it, integrate it, draft some PowerPoint bullets, sell it. But AI isn’t another layer in the productivity stack. It’s a fundamental reorganization of how enterprises sense signals and execute decisions. Treating it as a product to be layered on guaranteed it would sit outside the critical path.