I think they hope they will because if they don't at some point people are going to expect a return and get tired of throwing good money after bad.
The longer they go without that and the more the sentiment starts to shift away from what they convinced people LLM's where vs what they actually are the riskier it becomes, are they are useful tool yes, are they not what they've been hyping for the last four years, also yes.
They either crack it or they become an also ran.
At which point Microsoft investors are going to be staring really hard at the CEO.
The longer they go without that and the more the sentiment starts to shift away from what they convinced people LLM's where vs what they actually are the riskier it becomes, are they are useful tool yes, are they not what they've been hyping for the last four years, also yes.
They either crack it or they become an also ran.
At which point Microsoft investors are going to be staring really hard at the CEO.