Makes sense given what Nadella recently said:

- Self claiming some AGI milestone is "non-sensical benchmark hacking"

- The AI model race won't be winner-take-all

- The real benchmark is if the world is growing at 10%

MSFT is putting its focus on AI adoption in the app layer and "at-scale consumer properties"

Full conversation: https://www.youtube.com/watch?v=4GLSzuYXh6w