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· Föderation EN So 22.12.2024 08:07:54

@da_667 So I'm writing this up properly, but MS Earnings Statements show their adventure has not been punished by the market. In the case of cloud, growth outstripped everything else, so I guess everyone really is drinking the Kool-Aid.

Föderation EN So 22.12.2024 08:24:54

@mttaggart correlation isn't causation, I think. There is a lot of sleight of hand going on here with Microsoft having tried to charge for AI services (e.g. github copilot) and just integrating AI into cloud services that nobody asked for (e.g. Microsoft 365 co-pilot). They aren't charging money for these services, just shoveling them out with whatever other stuff MS customers buy.

Föderation EN So 22.12.2024 08:26:44

@da_667 I'm not saying they're directly profiting from the models. I'm saying they're not being punished for it in any meaningful way. But it's worth noting that end users are not the customers for their cloud services, and we actually have reason to believe that those business may indeed want AI for the same religious reasons.

Föderation EN So 22.12.2024 08:28:17

@mttaggart ah, yeah, that's definitely a fair assessment.