Microsoft: Maybe if Windows 11 didn't suck our stock wouldn't be in the toilet
It's bad you know
That Engineer blowed no whistle at all
No Fireman he rang his bell
It’s bad you know
She’d asked me why
I just went on’ told her
It’s bad you know
It’s bad you know
New Microsoft Strategy: Fix all the stuff they broke before their last customer quits
Microsoft is suddenly removing its crappy Copilot “AI” from many of the places it’s spent the last two years jamming it in without an invitation. And for a very good reason:
Turns out that jamming Copilot into Notepad, Outlook Mobile and every other crack and cranny in the Windows ecosystem did not result in new streams of AI revenue. No, it resulted in loyal customers rage-quitting the platform.
The problem for Microsoft is that Redmond has bet its future on Copilot, investing tens of billions of dollars and jamming it into every product: Windows, Word, Excel, Teams, Copilot summaries on Bing searches…
And everyone hates it.
Despite all those billions and Microsoft’s enormous base of established applications, Copilot’s active users actually fell 39 percent from July to January to 33 million active monthly paid users. Google’s Gemini, meanwhile, jumped 237 percent to 650 million users. And ChatGPT dwarfs all the competitors combined, up 200 percent to 900 million active weekly users and 55.2 percent of the paid subscriber market.
Microsoft’s real problem is that while its Windows 11 installed base of a billion users sounds like a big number, it’s a distant third to 1.5 billion iOS users and 3.9 billion Android errors. And it’s only getting worse for Microsoft; PC sales are projected to drop more than 10 percent this year. And Microsoft is losing share in the shrinking desktop market.
Meanwhile competition is heating up. Apple’s $599 Macbook Neo is selling as fast as Cupertino can make them.
Oh, and it’s running an iPhone mobile processor, not a laptop chip.
From an older 2024 iPhone. The Neo is running the iPhone 16’s A18 chip; the A19 in the current iPhone 17 is 15 to 20 percent faster.
Apple didn’t need that power to make the Neo a success.
Microsoft’s K2 initiative may slow down customers rage quitting Windows 11. But it won’t slow the collapse of Redmond’s bread-and-butter desktop and laptop markets.
The Perfecting Equilibrium Digest, April 29, 2026
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My brain is a peculiar place; it likes to play word association, and then play back songs with those words. Here are the songs playing in my mind as I wrote these articles.
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