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People are trying to buy exposure to OpenAI models running on Azure cloud.. I think that they are betting we are at an inflection point and not thinking about t
by mattnewton 3y ago
People are trying to buy exposure to OpenAI models running on Azure cloud.. I think that they are betting we are at an inflection point and not thinking about the fundamentals of Microsoft's existing businesses at all.
- huijzer 3y agoIf you assume that a tool like ChatGPT can add 30 minutes per day in office worker productivity and then estimate how many office workers there are worldwide and how much they get paid on average and assume Microsoft can maybe capture 10% of that value, then the market cap is not that crazy.