GitHub is teetering on one 9 over an entire quarter. There are serious, systemic problems in Microsoft’s shop.
Maybe their SLO is three 9: 89.99%
This drawdown has sparked a debate about the “Magnificent Seven” member: Is Microsoft stock a falling knife, or has the market overreacted, presenting a rare opportunity to buy a preeminent artificial intelligence (AI) stock at a discount?
First, “the market” overreacts about everything. Not surprising given that stock price volitility is mostly driven by speculation.
Second, who writes this crap? Anyone who thinks of Microsoft as an “AI stock” is clueless. The majority of Microsoft’s revenue comes from “services”, a big chunk of which is derived from subscriptions for Azure, Office 365, and other hosted solutions.
Microsoft has been racing to cram “AI” into as many areas as possible. Probably in an attempt to justify their substantial R&D and capital expenditures. But calling them an “AI stock” is insane considering “AI” is not their core business or even a profitable part of their business.
But calling them an “AI stock” is insane considering “AI” is not their core business or even a profitable part of their business.
I suspect it is because MSFT is overvalued at the moment and the overvalued part is AI hype. Now that the AI bubble is decreasing, we see it reflected in MSFT. They’re not pure AI stock, but some part of it is, so I think the speculation is apt. So, if you’re an AI bro and a bit of a pussy and not 100% behind it, you can back Microsoft since they have other income streams to fall onto. If you’re hardcore, you buy OpenAI and lose everything when it goes down.
Why the fuck are they even in the Ai business in the first place? They were milking the cloud services for years, Xbox and Windows being just side hustles, and now they made trendy AI pivot for no reason. They trying to dig gold while business is in selling shovels
MSFT’s entire method of operation revolves around acquisition.
They bought into OpenAI just like they did for all of their major products in hopes that it makes money.
Because Blockbuster didn’t get into streaming and look at them now
If they had done a Google and sold GPU-compute cloud services, they could probably have made quite a tidy sum. Everyone wants compute.
Good
MS board room: WE DONT’T DO ENOUGH AI, WE MUST DO MOAR
Oops, something went wrong. Let’s try to fix that. Press here
I guess the round and rounds of layoffs are really not working for general morale and this reflects on their products
No no, those layoffs were because AI does the work now, silly.
