Recent content by philonous

Not sure you caught the gist of what I said. Not having a big AI presence is a good thing! Microsoft is taking a major bath on AI. Nadella is admitting as much when he says euphemistically that he wants to avoid overbuilding. He's admitting that AI was a bad bet, and their stock price has hurt...

Microsoft is doing the sensible thing again and copying Apple: go slow, figure out what people want. Of course, Nadella is taking this route after being hammered by rampant AI costs with no associated benefits now or in the future for two quarters. Raising rates on MS Office will only slightly...