I work at a big EU company, MS top partner / strategic account etc. We wanted to implement MS Dynamics CRM in one of our newer business lines, we barely got a reply to our official emails.
After some informal discussions, we were told that salespeople are now only incentivized to sell Copilot, so they don’t really bother with the rest.
If MS is overinvesting to ride the AI hype as a middle man, while letting their core business capabilities (Windows and Office) decline, they will be in trouble in the long term.
It’s kind of crazy to me that their AI product is already 50% of the revenue of their OS product. The thing that a stupidly high amount of computers require to even function for most people.
TBH if it weren’t for windows I don’t think anybody would be dumb enough to use a Mac computer. Microsoft really wasting potential in the OS market, though, I agree.
Wow you just shined a ton of light on a problem my company had. We wanted to implement a medical imaging system from one of their subsidiaries, and it took an average of 3 months for the salesperson to respond to EACH of our emails
To be fair, you can be their Platinum Ultra Tier Level Partner or whatever, and they’ll still not reply to you for a week. And when you get the reply it looks like it was written by ChatGPT anyway, and says nothing.
They are purposely enshittifying windows already, they don’t give a shit about making a functional OS anymore and are in the milking their products for all their worth phase and right now Ai is the hot seller.
Hopefully they will be so shortsighted and suffocate themselves with this Ai hype.
If MS is overinvesting to ride the AI hype as a middle man, while letting their core business capabilities (Windows and Office) decline, they will be in trouble in the long term.
They aren’t just overinesting in AI, they are foreclosing the future of programming and software design as a prestigious, respectable and valuable career.
It doesn’t matter if the AI works or not, it just matters that programmers sat there and took it because they thought they were special and the ruling class would never betray their trade.
Well here we are kids if you want a realistic career that will pay the bills dont follow your heart and go into programming and computers, that is a passionate hobby you shouldnt expect to be highly paid for it. Go into the trades, anywhere else, programming as a career is fucked (and again it has nothing to do with whether AI works or not).
I work at a big EU company, MS top partner / strategic account etc. We wanted to implement MS Dynamics CRM in one of our newer business lines, we barely got a reply to our official emails.
After some informal discussions, we were told that salespeople are now only incentivized to sell Copilot, so they don’t really bother with the rest.
If MS is overinvesting to ride the AI hype as a middle man, while letting their core business capabilities (Windows and Office) decline, they will be in trouble in the long term.
Windows actually aren’t a very big share of their revenue, but Office is yeah.
It’s kind of crazy to me that their AI product is already 50% of the revenue of their OS product. The thing that a stupidly high amount of computers require to even function for most people.
TBH if it weren’t for windows I don’t think anybody would be dumb enough to use a Mac computer. Microsoft really wasting potential in the OS market, though, I agree.
The chart shows revenue, not profit. I wouldn’t be surprised if Copilot is not profitable.
Wow you just shined a ton of light on a problem my company had. We wanted to implement a medical imaging system from one of their subsidiaries, and it took an average of 3 months for the salesperson to respond to EACH of our emails
To be fair, you can be their Platinum Ultra Tier Level Partner or whatever, and they’ll still not reply to you for a week. And when you get the reply it looks like it was written by ChatGPT anyway, and says nothing.
How do I short MS, hm
They are purposely enshittifying windows already, they don’t give a shit about making a functional OS anymore and are in the milking their products for all their worth phase and right now Ai is the hot seller.
Hopefully they will be so shortsighted and suffocate themselves with this Ai hype.
waves from over in the linux corner seize the day, and microsoft’s throat :P
They see the post-PC world, and Windows Phone never panned out.
Just installed Linux Mint the first time last month. Been very much enjoying the experience of a M$ free OS.
Well, maybe it’s good they’ll die finally.
They aren’t just overinesting in AI, they are foreclosing the future of programming and software design as a prestigious, respectable and valuable career.
It doesn’t matter if the AI works or not, it just matters that programmers sat there and took it because they thought they were special and the ruling class would never betray their trade.
Well here we are kids if you want a realistic career that will pay the bills dont follow your heart and go into programming and computers, that is a passionate hobby you shouldnt expect to be highly paid for it. Go into the trades, anywhere else, programming as a career is fucked (and again it has nothing to do with whether AI works or not).