Microsoft takes on AI rivals with three new foundational models

Look, Microsoft spun up a new group six months ago and dropped voice-to-text, audio gen, and image gen. That's scattered. They're trying to catch OpenAI and Google but doing it as three separate features instead of one coherent product.

The models might be decent but the strategy smells defensive. "We also do that" isn't a moat. And honestly, Microsoft's always been bad at shipping products fast — this announcements-over-shipping pattern is their default move.