Microsoft Set for Worst Quarter Since 2008

Which is why they now are finally listing to customers.

Copilot is the worst AI agent on the market. Over 50% of people I've spoken to that say AI is overhyped, when pressed, admit they were only using Copilot.

This would be profitable if they could ship garbage for cheap, a la Microsoft Teams or Internet Explorer. But Copilot is worse at integrating with Office than Claude!

This is because Copilot has aggressive context pruning to meet its price point of $20/month. That prevents the AI from meaningfully using tools or being multimodal or anything else their competitors have.

If they added a $200/month tier many of their issues would go away.

In stock price, no the earnings

If one were to think a major stock market crash was coming up, led by the AI bubble bursting, but reinforced by the major self-own that is the Iran war, how would one best prepare ones investments?

Microsoft is one of the least likely large companies to benefit from an AI boom. They don’t have the capacity to support OpenAI and their own foundational models, they aren’t providing a compelling story for wrapping OpenAI, windows continues to suck…

OpenAI signed an agreement with GCP , that should say a lot.

This is a leading indicator for what is to come after the IPOs of SpaceX, OpenAI and Anthropic this year.

and it is not good.