@sil I suspect that now that Google is seriously getting into the game (with "AI" enabled adtech obviously), xAI further enshittifying social media etc., Satya is trying to differentiate (we are after responsible, economically useful AI), a bit like Apple for a while played the privacy card.
But it is indeed awkward because good applications don't grow on trees. They oversold LLM's (using the undeniable "wow" factor) in an incredible (for such large entities) fake-it-till-you-make it strategy.