all 34 comments

sorted by: hot top controversial new old
[–] 59 points 6 months ago (2 children)

Have they tried giving Trump MORE Money to Fix this? Bribing Trump has WORKED out So Far!

  • source
  • hideshow 2 child comments
  • [–] 51 points 6 months ago (4 children)

    GitHub is teetering on one 9 over an entire quarter. There are serious, systemic problems in Microsoft's shop.

  • source
  • hideshow 4 child comments
  • [–] 5 points 6 months ago (2 children)

    Where is this image from and what service? Super curious to share this but not getting the same metrics from gh status page.

  • source
  • parent
  • hideshow 2 child comments
  • [–] 44 points 6 months ago (1 child)

    Maybe they could focus on delivering quality products that customers want, instead of investing all their time and effort into expensive AI widgets people don't.

  • source
  • hideshow 1 child comment
  • [–] 31 points 6 months ago (3 children)

    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.

  • source
  • hideshow 3 child comments
  • [–] 2 points 6 months ago* (1 child)

    Isn't a decent amount of trading vibes / meme based? At least, a lot of crypto and arguably Tesla is. For those traders, isn't Microsoft an AI stock? At least some of the genAI stock valuations are from a subset of people thinking that the singularity is coming and that the first of these companies to do it will boom, aren't they? And isn't that the target audience for this sort of reporting?

  • source
  • parent
  • hideshow 1 child comment
  • [–] 1 point 6 months ago*

    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.

  • source
  • parent
  • [–] 15 points 6 months ago* (5 children)

    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

  • source
  • hideshow 5 child comments
  • [–] 5 points 6 months ago

    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.

  • source
  • parent
  • [–] 14 points 6 months ago
    [–] 11 points 6 months ago

    You love to see it

  • source
  • [–] 7 points 6 months ago
    [–] 5 points 6 months ago

    Microslop deserves it.

  • source
  • [–] 5 points 6 months ago

    Oops, something went wrong. Let's try to fix that. Press here

  • source
  • [–] 4 points 6 months ago

    MS board room: WE DONT’T DO ENOUGH AI, WE MUST DO MOAR

  • source
  • [–] 3 points 6 months ago (2 children)

    I wonder what this will mean for xbox. M$ has already done enough to destroy the brand.

  • source
  • hideshow 2 child comments
  • [–] 5 points 6 months ago (1 child)

    My hot take has always been that Xbox was a stupid project. They had windows. People play video games on windows. They should have made steam and something like steam machines 25 years ago.

  • source
  • parent
  • hideshow 1 child comment
  • [–] 5 points 6 months ago

    It really well promoted their DirectX API locking everyone into it. That was major part why there was no alternative to windows. But this isn't the case anymore, since super fast translation was invented by single linux guy with Anime waifu in his avatar.

  • source
  • parent
  • [+] 3 points 6 months ago* (last edited 3 weeks ago) (1 child)
  • [–] 2 points 6 months ago (1 child)

    I guess the round and rounds of layoffs are really not working for general morale and this reflects on their products

  • source
  • hideshow 1 child comment
  • [+] 1 point 6 months ago