I find that if a business is struggling or not performing as well as it should. it's almost never the case of bad ICs.

This idea that you fix whatever ails a business by cutting poorly performing ICs I'm sure is very tempting / reassuring to management who ultimately are the folks who make the decisions that matter. But in such a system they can always pass the buck... it wasn't the strategic decision, it was some problem with these ICs, look here's some numbers that say they're bad ...

tl;dr

> The stock has stagnated over the past year, however, as questions mount about the company's Copilot technology, and as AI competition intensifies.

"hey, the stock is struggling, we must fix our performance-review system that we used for 10 years"