3 ms·

Is Microsoft going to back down? Are they doing to pull back on their commitment to use AI or force AI into all of their products and services? This feels as i

Is Microsoft going to back down? Are they doing to pull back on their commitment to use AI or force AI into all of their products and services? This feels as if Satya sees where the fees are headed and isn't seeing how those costs are going to be recouped in sales or productivity.

jqpabc123 4mo ago
The reality is that the value proposition of AI is unclear --- and will remain so until vendors recoup the huge mountain of cash that has already been spent on development. Driven by FOMO, investment in AI is proceeding as if the value proposition is a done deal. In other words, AI spending may well be out of touch with reality --- but no one can really say for sure at this point.