Not long ago, someone here thought OpenAI bulls investing in MSFT could be a good way to indirectly profit from OpenAI. I pointed out that you really had to weigh that against Microsoft's potential risks (pretty banal advice, really). Even though I hadn't made any prediction about which way MSFT would go, a bunch of people piled on me like it was utterly inconceivable that MSFT could go down because of cloud gains.

Just a friendly reminder that it's not just LLMs that can be confidently wrong.

> Microsoft continues to face AI capacity constraints, meaning customer demand for AI is outpacing Microsoft’s ability to supply it, putting an artificial cap on the Windows maker’s revenue.

Strangely, all I hear about is how annoyed people are with MS shoving AI into everything. Who are these "customers"?

same with SAP/EU: down by 10%+ because of "missed investors expectations" LOL

(imagine: A company bringing in billions, laying off people in parallel, and then claiming "the business does not make enough money" - crazy!)