Hold my beer
-Copilot
“Impossible to replace” 🤣🤣🤣
A lot of that cloud compute revenue growth comes from open AI and anthropic paying Microsoft to use their GPU compute to run their models, which is to say, that if you think “anthropic bankrupting people overnight with token costs” is unsustainable, then a lot of Microsoft’s cloud compute growth isn’t sustainable ether. Especially given that a significant amount of the associated “revenue” growth is just them counting redeemed credits as revenue. Credits that they traded to OpenAI in exchange for access to the IP and models that they built copilot on. So if openAI can’t run a sustainable business renting out Microsoft’s GPU compute to run openAI’s models, what makes Bill think Microsoft will be able to do so by running those same models them selves with that same GPU compute?
If we ignore that shell game of “revenue growth” then the rest of their increase in profits comes from incredibly short term and short sighted strategies, such as huge layoffs across multiple divisions and jacking up prices for 365 subscriptions. In fact they’re probably over valued right now given that their current valuation is based on the assumption that they will continue to grow at the rates they have in the past. Price(of their shares) to earnings(earnings per share) across the whole market are at record highs. A price to earnings of 21 to 1 would be exceptionally high 30 years ago. The fact that the average P/E of the companies on the S&P500 is 31 to 1 doesn’t mean Microsoft is undervalued, it means that most companies are massively over valued. Like, you need to be expecting insane growth over the next 10 years to justify P/E’s like that.
Nokia and Blackberry anyone? Or how about any of the massive social networks that have been and gone? The downfall of a product or a company used by tens of millions of people is usually caused from within.
what does the 365 package give me that i dont have with a 3 dollar office 2016 key?
also with all this fuckin money, how does he not have a presentable background at either the office or at home? are you this eager to use ai in every second of your life?
Email and cloud storage basically
Honestly, from this post title, I thought this is satire; including the name Bill Ackman. I thought this Bill is a satire version of Bill Gates.
Microsoft is doing a good job of doing just that
Deluded
Europe already starting to test that… EU digital sovereignity is only really in its infancy with France, Germany and Denmark leading the way in moving quickly away from it. Thanks partly (mostly) to Trump ordering them to block access to ICC.
9 staff members, 6 Judges received sanctions from Trump for investigating Israel for warcrimes.
So it’s not just Microsoft.
MasterCard and visa, Google etc… all slowly going to feel the affects.
There would need to be major structural changes in how investment works in Europe IMO. With markets so fractured, you just can’t muster the kind of capital you can in the US, so companies that get successful in Europe often end up bailing to the US to get traded for the greater availability of investment capital.
I’d love to see the EU really put up serious competition to American tech services, but I just can’t see it happening without that getting addressed first.
That’s what Linux had needed for years. The reason Windows took over was because they won the business/government market.
Omce the tools for business/government mature and companies start offering proprietary software compatable with Linux by default, it will snowball.
The beginning of the balkanization of the internet
If we could get a Balkanized USA I’d be so happy
Let’s hope you’re right and our governments will really start to move away from these evil tools.
I hope my country joins the movement.
“From tiny acorns, mighty oak trees grow”
It is corny (because we hear it so often), but it’s true. You don’t have to start any movement on your own etc. But plant the seed in other peoples head.
No conspiracy theory, no ‘fake news’ etc.
I won’t agree fully with the Sovereignty movement until I know it’s not being used.
But just facts. Maybe it will reach enough ears that someone will decide to do something about it that will start your country to join the movement away from US big tech.
Gee thx Bill, nobody really knew what kind of company Microslop was until you explained it.
Fuck this guy in particular. One of the wall street scum bags at the same level as a16z. If they think something is good you can bet it’s the opposite.
Watch me, bitch.
Lol
Thats always where things are right before the over leveraging of a company’s market dominance makes them less competitive and they fall off 😅
What’s the worst thing you could find on Mars? Microsoft Teams!
Total Recall 365 MartianPass Ultimate™ + Clippy with 3 Boobs DLC
Clippy with 3 Boobs DLC
Hear me out …
I pasted
