AI makes Microsoft’s Q4 2025 numbers weird and bad (pivot-to-ai.com)

submitted 2 days ago by dgerard@awful.systems to c/techtakes@awful.systems

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Investors and analysts are not happy

https://www.youtube.com/watch?v=EwXu5aImOm8&list=UU9rJrMVgcXTfa8xuMnbhAEA - video
https://pivottoai.libsyn.com/20260203-ai-makes-microsofts-quarterly-numbers-weird-and-bad - podcast

time: 4 min 36 sec

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[-] V0ldek@awful.systems 7 points 2 days ago

Also "tokens per watt per dollar" by god where are we. It's like when Elon started to talk about "userminutes per tweetparsec per death threat" or whatever when he took over Twitter

this post was submitted on 03 Feb 2026

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