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Microsoft drops AI sales targets in half after salespeople miss their quotas

arstechnica.com

141–150 of 348 posts

Re: Microsoft drops AI sales targets in half after salespeople miss their quotas

#141

Earlier quoted context omitted.

People want the cookie, but they also want to be healthy. They want to never be bored, but they also want to have developed deep focus. They want instant answers, but they also want to feel competent and capable. Tech optimizes for revealed preference in the moment. Click-through rates, engagement metrics, conversion funnels: these measure immediate choices. But they don't measure regret, or what people wish they had…

> Tech optimizes for revealed preference in the moment. I appreciate the way you distinguish this from actual revealed preference, which I think is key to understanding why what tech is doing is so wrong (and, bluntly, evil) despite it being what "people want". I like the term "revealed impulse" for this distinction. It's the difference between choosing not to buy a bag of chips at the store or a box of cookies, beca…

Just like the chips and cookies the costs of social meida are delayed and diffuse. Eating/scrolling feels good now. The cost (diminished attention span, shallow relationships, health problems) shows up gradually over years.

Re: Microsoft drops AI sales targets in half after salespeople miss their quotas

#142

As someone who appreciates machine learning, the main dissonance I have with interacting with Microsoft's implementation of AI feels like "don't worry, we will do the thinking for you". This appears everywhere, with every tool trying to autocomplete every sentence and action, creating a very clunky ecosystem where I am constantly pressing 'escape' and 'backspace' to undo some action that is trying to rewrite what I a…

I broadly agree. They package "copilot" in a way that constantly gets in your way. The one time I thought it could be useful, in diagnosing why two Azure services seemingly couldn't talk to each other, it was completely useless. I had more success describing the problem in vague terms to a different LLM, than an AI supposedly plugged into the Azure organisation that could supposedly directly query information.

I had a WTF moment last week, i was writing SQL, and there was no autocomplete at all. Then a chunk of autocomplete code appeared, what looked like an SQL injection attack, with some "drop table" mixed in. The code would have not worked, it was syntactically rubbish, but still looked spooky, should have made a screenshot of it.

Re: Microsoft drops AI sales targets in half after salespeople miss their quotas

#143
People are wondering how we got here when these AI's make so many mistakes.

But the one thing they're really good at is marketing.

That's why it's all over linkedin etc, marketing people see how great it is and think it must be great at everything else too.

Re: Microsoft drops AI sales targets in half after salespeople miss their quotas

#144

Earlier quoted context omitted.

It's part of a larger economic con centered on the financial industry and the financialization of American industry. If you want this stuff to stop, you have to be hoping (or even working toward) a correction that wipes out the incumbents who absolutely are working to maintain the masqerade. It will hurt, and they'll scare us with the idea that it will hurt, but the secret is that we get to choose where it hurts - th…

Agreed! I recently listened to a podcast (video) from the "How Money Works" channel on this topic: "How Short Term Thinking Won" - https://youtu.be/qGwU2dOoHiY The author argues that this con has been caused by three relatively simple levers: Low dividend yields, legalization of stock buybacks, and executive compensation packages that generate lots of wealth under short pump-and-dump timelines. If those are the cause…

Stupidity, greed, and straight-up evil intentions do a bunch of the work, but ultimately short-term thinking wins because it's an attractor state. The influence of the wealthy/powerful is always outsized, but attractors and common-knowledge also create a natural conspiracy that doesn't exactly have a center.

So with AI, the way the natural conspiracy works out is like this. Leaders at the top might suspect it's bullshit, but don't care, they always fail upwards anyway. Middle management at non-tech companies suspect their jobs are in trouble on some timeline, so they want to "lead a modernization drive" to bring AI to places they know don't need it, even if it's a doomed effort that basically defrauds the company owners. Junior engineers see a tough job market, want to devalue experience to compete.. decide that only AI matters, everything that came before is the old way. Owners and investors hate expensive senior engineers who don't have to bow and scrape, think they have to much power, would love to put them in their place. Senior engineers who are employed and maybe the most clear-eyed about the actual capabilities of technology see the writing on the wall.. you have to make this work even if it's handed to you in a broken state, because literally everyone is gunning for you. Those who are unemployed are looking around like well.. this is apparently the game one must play. Investors will invest in any horrible doomed thing regardless of what it is because they all think they are smarter than other investors and will get out in just in time. Owners are typically too disconnected from whatever they own, they just want to exit/retire and already mostly in the position of listening to lieutenants.

At every level for every stakeholder, once things have momentum they don't need be a healthy/earnest/noble/rational endeavor any more than the advertising or attention economy did before it. Regardless of the ethics there or the current/future state of any specific tech.. it's a huge problem when being locally rational pulls us into a state that's globally irrational

Re: Microsoft drops AI sales targets in half after salespeople miss their quotas

#146

AI agent technology likely isn’t ready for the kind of high-stakes autonomous business work Microsoft is promising. It's unbelievable to me that tech leaders lack the insight to recognize this. So how to explain the current AI mania being widely promoted? I think the best fit explanation is simple con artistry. They know the product is fundamentally flawed and won't perform as being promised. But the money to be made…

People think that because AI cannot replace a senior dev, it's a worthless con.

Meanwhile, pretty much every single person in my life is using LLMs almost daily.

Guys, these things are not going away, and people will pay more money to use them in future.

Even my mom asks ChatGPT to make a baking applet with a picture she uploads of the recipe, that creates a simple checklist for adding ingredients (she forgets ingredients pretty often). She loves it.

This is where LLMs shine for regular people. She doesn't need it to create a 500k LOC turn-key baking tracking SaaS AWS back-end 5 million recipes on tap kitchen assistant app.

She just needs a bespoke one off check list.

Re: Microsoft drops AI sales targets in half after salespeople miss their quotas

#147

As someone who appreciates machine learning, the main dissonance I have with interacting with Microsoft's implementation of AI feels like "don't worry, we will do the thinking for you". This appears everywhere, with every tool trying to autocomplete every sentence and action, creating a very clunky ecosystem where I am constantly pressing 'escape' and 'backspace' to undo some action that is trying to rewrite what I a…

I've worked in tech and lived in SF for ~20 years and there's always been something I couldn't quite put my finger on. Tech has always had a culture of aiming for "frictionless" experiences, but friction is necessary if we want to maneuver and get feedback from the environment. A car can't drive if there's no friction between the tires and the road, despite being helped when there's no friction between the chassis an…

I don't know. You can be banging your head against the wall to demolish it or you can use manual/mechanical equipment to do so. If the wall is down, it is down. Either way you did it.

Re: Microsoft drops AI sales targets in half after salespeople miss their quotas

#148
I think MSFT really needs some validated user stories. How many users want to, "Improve my writing," "Create an image," "Understand what is changed" (e.g. recent edits), or "Visualize my data."?

Those are the four use cases featured by the Microsoft 365 Copilot App (https://m365.cloud.microsoft/).

Conversely, I bet there are a lot of people who want AI to improve things they are already doing repeatedly. For example, I click the same button in Epic every day because Epic can't remove a tab. Maybe Copilot could learn that I do this and just...do it for me? Like, Copilot could watch my daily habits and offer automation for recurring things.

Re: Microsoft drops AI sales targets in half after salespeople miss their quotas

#149
post #17

If you click through to the article shared yesterday[0]: > Microsoft denies report of lowering targets for AI software sales growth This Ars Technica article cites the same reporting as that Reuters piece but doesn't (yet) include anything about MSFT's rebuttal. [0]: https://news.ycombinator.com/item?id=46135388

Semantics + Spin

Re: Microsoft drops AI sales targets in half after salespeople miss their quotas

#150
post #142

Earlier quoted context omitted.

I broadly agree. They package "copilot" in a way that constantly gets in your way. The one time I thought it could be useful, in diagnosing why two Azure services seemingly couldn't talk to each other, it was completely useless. I had more success describing the problem in vague terms to a different LLM, than an AI supposedly plugged into the Azure organisation that could supposedly directly query information.

I had a WTF moment last week, i was writing SQL, and there was no autocomplete at all. Then a chunk of autocomplete code appeared, what looked like an SQL injection attack, with some "drop table" mixed in. The code would have not worked, it was syntactically rubbish, but still looked spooky, should have made a screenshot of it.

This is the most annoying thing, and it's even happened to Jetbrains' rider too.

Some stuff that used to work well with smart autocomplete / intellisense got worse with AI based autocomplete instead, and there isn't always an easy way to switch back to the old heuristic based stuff.

You can disable it entirely and get dumb autocomplete, or get the "AI powered" rubbish, but they had a very successful heuristic / statistics based approach that worked well without suggesting outright rubbish.

In .NET we've had intellisense for 25 years that would only suggest properties that could exist, and then suddenly I found a while ago that vscode auto-completed properties that don't exist.

It's maddening! The least they could have done is put in a roslyn pass to filter out the impossible.

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