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Inside Microsoft’s high-stakes push to win back its AI lead

2 min read

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Sheryl Estrada.

Microsoft was once the undisputed front-runner of the generative AI boom, fueled by a $13 billion OpenAI bet.

Key facts

Summary

“Microsoft lost its way in the AI race. He takes readers inside CEO Satya Nadella’s January 2026 prototyping sessions with the team that built Copilot Tasks—the company’s bet on a true computer-using agent. He writes: “The fact that Nadella is spending so much time with the teams building AI products, even rolling up his sleeves and building prototypes himself, says a lot about Microsoft’s current predicament. Microsoft shares have slid from their all-time high as investors reprice the software complex through what Wall Street is calling the “SaaSpocalypse,” a name for the brutal repricing of subscription-software multiples in the face of AI coding agents. Nadella has been CEO for over 10 years and as Kahn points out, he steered Microsoft through the desktop to cloud shift.

Read full article at Fortune Technology →

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