Microsoft's AI Sales Mostly Come from OpenAI, Disclosures Show
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Re: Microsoft's AI Sales Mostly Come from OpenAI, Disclosures Show
#2[flagged]
Re: Microsoft's AI Sales Mostly Come from OpenAI, Disclosures Show
#3Re: Microsoft's AI Sales Mostly Come from OpenAI, Disclosures Show
#4The AI ouroboros. This is going to crash like Enron.
Re: Microsoft's AI Sales Mostly Come from OpenAI, Disclosures Show
#5[flagged]
Fuhget about it.
Re: Microsoft's AI Sales Mostly Come from OpenAI, Disclosures Show
#6It’s a little worrying when larger news outlets start picking up on what Zitron has been saying:
https://www.wheresyoured.at/the-ai-demand-bubble/
AI as a tool is useful and will stick around but the funding acrobatics along with 0 moat is going to end with some major losers.
Re: Microsoft's AI Sales Mostly Come from OpenAI, Disclosures Show
#7What about Google and Amazon I wonder ?
How much of their cloud/AI revenue is organic reflecting actual business usage, and how much from Anthropic, especially for Amazon ?
Re: Microsoft's AI Sales Mostly Come from OpenAI, Disclosures Show
#8It’s a little worrying when larger news outlets start picking up on what Zitron has been saying: https://www.wheresyoured.at/the-ai-demand-bubble/ AI as a tool is useful and will stick around but the funding acrobatics along with 0 moat is going to end with some major losers.
If that worries you, you'll be aghast at the fact that Ed's actually been on Bloomberg TV a couple times now.
Re: Microsoft's AI Sales Mostly Come from OpenAI, Disclosures Show
#9What does this mean in the larger landscape though? Every company is using AI or trying it out, are they not using the cloud services for it? If so is it still not a big enough pie to show?
Re: Microsoft's AI Sales Mostly Come from OpenAI, Disclosures Show
#10The AI ouroboros. This is going to crash like Enron.
[dead]