zlacker

>>fortra+(OP)
The biggest issue I see is Microsoft's entire mentality around AI adoption that focuses more on "getting the numbers up" then actually delivering a product people want to use.

Most of the announcements I hear about Copilot, it's always how they've integrated it into some other piece of software or cut a deal with yet another vendor to add it to that vendors product offering. On the surface there's nothing wrong with doing that but that just seems to be the ONLY thing Microsoft is focused on.

Worse yet, most of these integrations seem like a exercise in ticking boxes rather than actually thinking through how integrating Copilot into a product will actually improve user experience. A great example was someone mentioned that Copilot was now integrated into the terminal app but beyond an icon + a chat window, there is zero integration.

Overall, MS just reeks of an organization that is cares more about numbers on a dashboard and pretty reports than they are on what users are actually experiencing.

>>_fat_s+5l
I expect this is the crux of the problem.

There aren't any "AI" products that have enough value.

Compare to their Office suite, which had 100 - 150 engineers working on it, every business paid big $$ for every employee using it, and once they shipped install media their ongoing costs were the employees. With a 1,000,000:1 ratio of users to developers and an operating expense (OpEx) of engineers/offices/management. That works as a business.

But with "AI", not only is it not a product in itself, it's a feature to a product, but it has OpEx and CapEx costs that dominate the balance sheet based on their public disclosures. Worse, as a feature, it demonstrably harms business with its hallucinations.

In a normal world, at this point companies would say, "hmm, well we thought it could be amazing but it just doesn't work as a product or a feature of a product because we can't sell it for enough money to both cover its operation, and its development, and the capital expenditures we need to make every time someone signs up. So a normal C staff would make some post about "too early" or whatever and shelve it. But we don't live in a normal world, so companies are literally burning the cash they need to survive the future in a vain hope that somehow, somewhere, a real product will emerge.

>>ChuckM+Qt1
Your premise that the leaders of every single one of the top 10 biggest and most profitable companies in human history are all preposterously wrong about a new technology in their existing industry is hard to believe.

AI is literally the fastest growing and most widely used/deployed technologies ever.

>>anthon+mv1
Yup, I've been here before. Back in 1995 we called it "The Internet." :-) Not to be snarky here, as we know the Internet has, in fact, revolutionized a lot of things and generated a lot of wealth. But in 1995, it was "a trillion dollar market" where none of the underlying infrastructure could really take advantage of it. AI is like that today, a pretty amazing technology that at some point will probably revolutionize a lot of things we do, but the hype level is as far over its utility as the Internet hype was in 1995. My advice to anyone going through this for the first time is to diversify now if you can. I didn't in 1995 and that did not work out well for me.

>>ChuckM+Jx1
What do you mean exactly by "diversify"? Money/investment-wise?

>>RoddaW+FD1
Sell the risky stock that has inflated in value from hype cycle exuberance and re-invest proceeds into lower risk asset classes not driven by said exuberance. "Taking money off the table." An example would be taking ISO or RSU proceeds and reinvesting in VT (Vanguard Total World Stock Index Fund ETF) or other diversified index funds.

Taking money off the table - >>45763769 - October 2025 (108 comments)

(not investing advice)

>>toomuc+PE1
What tomuchtodo said. When I left Sun in 1995 I had 8,000 shares, which in 1998 would have paid off my house, and when I sold them when Oracle bought Sun after a reverse 3:1 split, the total would not even buy a new car. Can be a painful lesson, certainly it leaves an impression.

>>ChuckM+NH1
Heh, I was at Netscape when the Sun-Netscape Alliance was created. Tip of the hat to a fellow gray beard. ;)