I think you’re on to something here honestly. Windows Phone was Microsoft’s last big new bet in the consumer market (you could argue Game Pass here, but the scope is more niche than a general compute platform), and I am sure that if it succeeded there would’ve been a significant cultural shift at Microsoft, similar to how the success (and subsequent revenue stream dominance) of iPhone/iOS did at Apple.

Sadly, we don’t live in that reality, so now everything Microsoft makes (again, with exception of the aforementioned and dreadfully mismanaged Xbox/Game Pass efforts) for consumers needs to have some kind of enterprise revenue angle to get greenlit at all. From experience I can tell you that a large number of great product ideas wither on the vine at Microsoft simply because management doesn’t consider anything that won’t move the needle on enterprise revenue.