Microsoft(US:MSFT) AI前线·2025-11-21 05:07Core Viewpoint - Microsoft is undergoing a significant strategic shift towards transforming Windows into an "Agentic OS," integrating AI capabilities deeply into user interactions, which has sparked considerable backlash from both developers and regular users [4][5][9]. Group 1: Strategic Changes - Microsoft has unified all Windows engineering teams under Pavan Davuluri to enhance AI capabilities and drive the transformation towards an AI-driven operating system [4]. - The transition to "Agentic OS" represents a radical strategic bet for Microsoft, aiming to embed AI deeply into the operating system rather than offering it as standalone applications [4][5]. Group 2: Leadership and Vision - Pavan Davuluri, a veteran at Microsoft since 2001, has taken on the role of President of Windows and Devices, tasked with redefining the future of Windows [5]. - Microsoft CEO Satya Nadella emphasized the importance of creating AI systems that benefit users and businesses rather than just the platform providers, highlighting a shift in focus towards empowering enterprises with native AI capabilities [6][8]. Group 3: User and Developer Reactions - The announcement of "Agentic OS" has been met with overwhelming criticism from developers and users, who express a desire for a reliable and stable Windows rather than an AI-centric approach [9][10]. - Prominent voices in the developer community have voiced their discontent, suggesting that the current direction of Windows may drive developers towards alternatives like Mac or Linux due to a perceived loss of control [9][10]. Group 4: Current Challenges - Users have reported a decline in Windows' reputation, citing performance issues, a cluttered interface, and intrusive advertisements, leading to frustrations over the direction of the operating system [10][11]. - Microsoft has faced backlash for tightening restrictions on local accounts, making it increasingly difficult to use Windows without a Microsoft account, which has further fueled user dissatisfaction [11]. Group 5: Future Outlook - The concept of "Agentic OS" envisions an operating system that allows both enterprises and regular users to create AI agents for automating tasks, potentially redefining user interaction with technology [12]. - The ongoing debate surrounding "Agentic OS" reflects deeper discussions about the role of operating systems in user decision-making and the trust developers have in Windows [13].