Disclosure: Microsoft is a client of the author.

Microsoft’s decision to move away from mixed reality (where it was arguably the leader and market-maker for augmented reality with HoloLens) was a big surprise. And its massive investment in OpenAI and ChatGPT was equally surprising, given the company’s advanced internal AI efforts.

What we’re seeing, I suspect, is a company girding for war — and working to make sure what happened to it when the internet, iPhone, and Google arrived  doesn’t repeat with the arrival of generative AI. 

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