AWS was not great in its first 5 years. Its capabilities 5 years ago were pretty good but nothing compared to today.
Google is bad at long term development, especially with Ruth Porat at CFO. Microsoft is mixed - for every Xbox and Hololens there's a Courier.
One thing missed in chatbots is that X dot AI is a chat bot that works pretty well. There are others that are similarly domain limited where the current interaction model is an email thread or a text conversation. These tend to be doing well.
As an aside, I tend to think about what I'd be prepared to pay for something before I click on the pricing page. In the case of X dot AI, it was about $5-10 per month. I'm sure it is good, but docusign (similar price) is MUCH more valuable to me - time kills deals and docusign helps bring them in. An AI bot that books in meetings just doesn't deliver the same ROI.
My perception of Microsoft is that it's a Hydra.
The upside is that it's not all bad! The head responsible for the product you care for might have been there for a long time, and is doing a really good job in keeping it up.
The downside is that the other heads might be doing something entirely different and turn the whole beast around .
And while all this is going on, some heads just get chopped off here and there.
(sniff Lumia sniff)
Yes, it will take a few years. But consider that there are now tens of millions of Alexa pucks out there. The bot may suck today, but it’s getting better quickly, and consumers are receptive and ready to reward the tech giants when they finally succeed.