Ten years ago, Apple released a major MacOS update (10.9) and said “Ya know what, it’s free from now on. No more charging for OS updates.” And Microsoft quietly and collectively soiled its underthings.
(Of course iOS and Android had already gone there. But MS could pretend that mobile was a separate market. Ditto Linux.)
There’s a twisty but I think clear line between that day and MS announcing a new Clippy keyboard button. They have to believe in AI because they have no other story to tell.