Microsoft buys the best designer it will never need.
You kept your agent focused on interface design alone. Meanwhile, every general agent learns design as a side skill.
Nobody designs a screen better than your agent. But a general agent designs as a side task, between emails.
The Buyer: Microsoft offers a 30% premium, chiefly for the design systems of 1,635 very large customers.
The Buyer: Copilot already made their slides. Now it makes their apps too.
Outcome: Lost as a feature
You kept your agent to design alone. A general agent needs design the way it needs spelling: always, and never as a separate vendor.