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Microsoft Set for Worst Quarter Since 2008
- smartcc 7mo ago[dead]
- rvz 7mo agoThis is a leading indicator for what is to come after the IPOs of SpaceX, OpenAI and Anthropic this year. and it is not good.
- throwaway132448 7mo agoWith any luck they've missed their exit dumping window.
- x0x0 7mo agospacex is particular is desperately searching for a bagholder. Leveraging the obvious synergies between rockets (a mediocre business), xai (a horrid business), and social media that lost more than half it's already modest revenues...
- dirtbagskier 7mo ago[dead]
- Ekaros 7mo agoSpaceX has reasonable business in it. Not a hypergrowth one, but one which should be solid in long term. To get that to work they just would need to discard Musk and most things with him. Stop trying to make starship a thing, dump everything attached to it. Make a long term plan to improve the core lift capacity with actually achievable improvements.
- x0x0 7mo ago> To get that to work they just would need to discard Musk and most things with him I'll have a pet unicorn shitting rainbows before Musk leaves one of his toys or we see in-orbit leading-edge (or anything close to it) processor production. SpaceX is a decent albeit capital intensive business if it's valued at $100-200B. At the proposed $1.5T+ valuation for this dog... the bagholder search is on.
- vrganj 7mo agoIf 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?
- toomuchtodo 7mo agohttps://www.lynalden.com/march-2026-newsletter/ https://www.lynalden.com/march-2026-newsletter/ (control-f “The Investment Implications of Chaos”) Not investing advice, I’ve reallocated away from US domestic equities to international equities (VXUS) as a majority of a portfolio. This hedges against a correction from overweight Mag 7 exposure and US economic growth impairment from current policies (imho). https://www.axios.com/2026/03/27/stocks-trump-iran-nasdaq https://www.axios.com/2026/03/27/stocks-trump-iran-nasdaq https://totalrealreturns.com/n/VTI,VXUS?start=2025-01-20 https://totalrealreturns.com/n/VTI,VXUS?start=2025-01-20 https://www.apolloacademy.com/sp-500-concentration-approaching-50/ https://www.apolloacademy.com/sp-500-concentration-approachi...
- iugtmkbdfil834 7mo agoDunno, but yesterday was the first time ever I felt confident shorting nearly across the board. Nearly.
- 2OEH8eoCRo0 7mo agoI think a crash is coming and I do nothing. I rebalance my stock/bond split and keep a large emergency fund as per usual.
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- gedy 7mo agoYou can go all cash so not risking leverage via shorts, etc. But a lot of folks think that's dumb. I feel better being in cash right now as the mental stress of big loses in middle age is not worth the missed gains if I'm wrong. To each their own.
- deleted 7mo ago[deleted]
- whobre 7mo agoIn stock price, no the earnings
- esalman 7mo agoKind of ongoing theme in tech industry and beyond. "Investors" will punish every stock unless company announces mass layoffs. My company is posting 10% year over year growth yet stocks keep falling.
- VirusNewbie 7mo agoMicrosoft 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.
- chris_money202 7mo agoOnce we are able to run language models on any consumer hardware with good T/s Windows will become an absolute powerhouse just like it did in gaming with DirectX. Any application will be able to be AI infused and the API to do so will be consistent and free to the business offering it.
- keeda 7mo agoOpenAI also signed an agreement with AWS. And Anthropic has signed on with Microsoft as well as GCP. The underlying dynamic is that no single cloud provider has the capacity required to host all the demand, so the frontier AI labs have no choice but to diversify for their infrastructure needs.
- ledauphin 7mo agocan you elaborate on this? diversifying compute doesn't create more compute - is it that the different LLM vendors have different peak times and so spreading themselves over more compute vendors spreads peak load?
- jamwil 7mo agoHuh? If I need 10 bananas and my local shop only has 5 bananas available I need to go to multiple stores to satisfy my ravenous banana craving.
- integralid 7mo agoYes but if there are three banana shops around and there are five banana addicted people living nearby the number of bananas available on average for every person is not 15. In other words, if all ai companies need more compute that a single provider can provide, then there's just not enough of it. So the question "why everyone partners with everyone" must have a different answer.
- smuhakg 7mo agoCopilot 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.
- joe_mamba 7mo agoCopilot was by far the worst for coding. Not that the code snippets it would generate were not good, but due to the insane number of bugs in its UI. It would just spit out blank blocks thinking they contained code. When I asked it to repeat the steps which were empty, it would generate the same empty blocks like "here's your code" lol How TF can you go to market with such bugs.
- vrighter 7mo agoi can't even upload co e properly because it gets mangled
- batiudrami 7mo agoTheir target is not coders, it is the professional world who do 90% of their work in Office applications, like me. A $200/m model absolutely does not fly when rolled out to entire corporations. It needs to be a $20/user/month product. But I agree, it sucks. It is the only AI we are able to use at work and for tasks that it should be good at (compare comment sheets against a deliverable register and assign to specific packages) and it just can’t do it. It can read the spreadsheet and understand them just fine but outputs are garbled nonsense.
- khelavastr 7mo agoCopilot is actually significantly more reliable at technical tasks with SQL or C# than others, i've found. Do we have different use cases? Copilot seems to hit the technical level I'm asking about much more reliably. It keeps a more grounded general semantic model.
- pjmlp 7mo agoWhich is why they now are finally listing to customers.
- KnuthIsGod 7mo agoMicrosoft consistently set the bar for mediocrity. The office workers who use their products do so grudgingly, since Office and Excel are so baked into business ecosystems. Nobody will shed a tear when the aging dinosaur finally dies. Unfortunately it has been given a transfusion and a new name, Microsoft 365 Copilot or some rubbish.