> According to her, the company’s leadership is strongly focused on B2B strategy, with revenue growth driven mainly by Azure, AI, and enterprise solutions.
> Her perspective was that consumer-facing products are not the primary revenue drivers and, therefore, are not central to executive priorities.
This does not explain why Microsoft then does not consider the consumer products as "stable (somewhat 'legacy') platforms", i.e. no deep changes and improvements will happen anymore (mostly bugfixes, security fixes and smaller improvements) - at least for the next years.
Considering that
- many Windows users would rather prefer a Windows 7 with small iterative improvements to handle new hardware (including performance improvements for new hardware)
- by quite many Windows users even Windows 2000 is celebrated (and many users would still love to use it if it included support for more modern hardware features and some convenience features that were introduced with newer Windows versions)
I can easily imagine that that this development path for Windows and Office would actually be liked by quite a lot of users.
Instead what Microsoft provides is an enshitification of Windows (and Office) with spyware, telemetry, AI slop, ads, changes for the sake of change, ...: this is clearly not what most users want.
I even have a feeling that this development path would be much cheaper for Microsoft than the AI integrations for Windows and Office for which Microsoft has clearly spent an insane amount of money.