Earlier quoted context omitted.
Nobody at Microsoft could've predicted AI was going to be so popular!
Like the way that they shipped ‘95 without a browser?
Around the time when Windows 95 was released, Microsoft did predict that the internet will become popular also among private users. That is why
- they included Winsock (Windows' TCP/UDP/IP stack) as native part of Windows 95 (in opposite to Windows 3.x where you had to install a third-party implementation of the Winsock API such as Trumpet Winsock), though it was typically not installed by default,
- support to use MSN (the dial-up online service and internet servicen provider [1]) was pre-installed with Windows 95.
What was not clear at that time was that the world wide web would become the killer application for the internet for consumer users (at that time, the more likely killer application of the internet for consumers was seen in proprietary content providers such as AOL, Compuserve or MSN), so Microsoft provided no web browser with the original version of Windows 95.
But even at that time, it was conceivable, though not clear that the world wide web could become important. So, already at the release time of Windows 95, Microsoft provided Internet Explorer 1.0 as part of the Plus! add-on pack for Windows 95. With Windows 95 OEM Service Release 1, the Internet Explorer 2.0 got part of Windows 95, and Windows 98 introduced the (optional) Active Desktop [2], in was centered around the Internet Explorer.
So, in my opinion Microsoft did everything "correct" here: they provided Internet Explorer from beginning on as an optional separate component (Plus! add-on pack), and once it was obvious that the world wide web would become very important, they reacted fast and included the Internet Explorer in the next service release of Windows 95 (Windows 95 OEM Service Release 1).
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[1] https://en.wikipedia.org/wiki/MSN_Dial-Up_Internet_Access