LLMs and whatever succeeds them are going to change how we interact with information in a big way. Microsoft has so far mostly stayed out of that race and that’

LLMs and whatever succeeds them are going to change how we interact with information in a big way. Microsoft has so far mostly stayed out of that race and that’ll be a huge issue that compounds over time. What they do have though is access to power and pretty significant data centre presence. I definitely wouldn’t write them off but it’s not looking good over the long term.