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Microsoft Set for Worst Quarter Since 2008

finance.yahoo.com

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Re: Microsoft Set for Worst Quarter Since 2008

#21

Post by smuhakg »

Copilot is the worst AI agent on the market. Over 50% of people I've spoken to that say AI is overhyped, when pressed, admit they were only using Copilot.

This would be profitable if they could ship garbage for cheap, a la Microsoft Teams or Internet Explorer. But Copilot is worse at integrating with Office than Claude!

This is because Copilot has aggressive context pruning to meet its price point of $20/month. That prevents the AI from meaningfully using tools or being multimodal or anything else their competitors have.

If they added a $200/month tier many of their issues would go away.

Re: Microsoft Set for Worst Quarter Since 2008

#22

Post by joe_mamba »

smuhakg wrote: post #21

Copilot is the worst AI agent on the market. Over 50% of people I've spoken to that say AI is overhyped, when pressed, admit they were only using Copilot. This would be profitable if they could ship garbage for cheap, a la Microsoft Teams or Internet Explorer. But Copilot is worse at integrating with Office than Claude! This is because Copilot has aggressive context pruning to meet its price point of $20/month. That…

Copilot was by far the worst for coding. Not that the code snippets it would generate were not good, but due to the insane number of bugs in its UI. It would just spit out blank blocks thinking they contained code. When I asked it to repeat the steps which were empty, it would generate the same empty blocks like "here's your code" lol

How TF can you go to market with such bugs.

Re: Microsoft Set for Worst Quarter Since 2008

#23

Post by gljiva »

vrganj wrote: post #3

If one were to think a major stock market crash was coming up, led by the AI bubble bursting, but reinforced by the major self-own that is the Iran war, how would one best prepare ones investments?

One should either weather out the storm or if one wants to cash out soon or manage their portfolio more closely they would pick the defensive assets they trust the most and hold until they stop thinking the stock market crash is coming up or stop trusting those assets. If they really think the crash is imminent, maybe investing some excess money into shorting the market while setting trailing stop loss would be a fun activity that might turn profitable

Re: Microsoft Set for Worst Quarter Since 2008

#24

Post by batiudrami »

smuhakg wrote: post #21

Copilot is the worst AI agent on the market. Over 50% of people I've spoken to that say AI is overhyped, when pressed, admit they were only using Copilot. This would be profitable if they could ship garbage for cheap, a la Microsoft Teams or Internet Explorer. But Copilot is worse at integrating with Office than Claude! This is because Copilot has aggressive context pruning to meet its price point of $20/month. That…

Their target is not coders, it is the professional world who do 90% of their work in Office applications, like me. A $200/m model absolutely does not fly when rolled out to entire corporations. It needs to be a $20/user/month product.

But I agree, it sucks. It is the only AI we are able to use at work and for tasks that it should be good at (compare comment sheets against a deliverable register and assign to specific packages) and it just can’t do it. It can read the spreadsheet and understand them just fine but outputs are garbled nonsense.

Re: Microsoft Set for Worst Quarter Since 2008

#25

Post by JoshuaDavid »

testing22321 wrote: post #19
gedy wrote: post #12

Earlier quoted context omitted.

You can go all cash so not risking leverage via shorts, etc. But a lot of folks think that's dumb. I feel better being in cash right now as the mental stress of big loses in middle age is not worth the missed gains if I'm wrong. To each their own.

You don’t think the US dollar will take a dive along with US stocks?

What specific thing(s) are you worried that USD will take a dive relative to?

Then once you have an answer to that question, that might point you towards what you want to be long.

Re: Microsoft Set for Worst Quarter Since 2008

#26

Post by khelavastr »

batiudrami wrote: post #24
smuhakg wrote: post #21

Copilot is the worst AI agent on the market. Over 50% of people I've spoken to that say AI is overhyped, when pressed, admit they were only using Copilot. This would be profitable if they could ship garbage for cheap, a la Microsoft Teams or Internet Explorer. But Copilot is worse at integrating with Office than Claude! This is because Copilot has aggressive context pruning to meet its price point of $20/month. That…

Their target is not coders, it is the professional world who do 90% of their work in Office applications, like me. A $200/m model absolutely does not fly when rolled out to entire corporations. It needs to be a $20/user/month product. But I agree, it sucks. It is the only AI we are able to use at work and for tasks that it should be good at (compare comment sheets against a deliverable register and assign to specific…

Copilot is actually significantly more reliable at technical tasks with SQL or C# than others, i've found. Do we have different use cases?

Copilot seems to hit the technical level I'm asking about much more reliably. It keeps a more grounded general semantic model.

Re: Microsoft Set for Worst Quarter Since 2008

#27

Post by dirtbagskier »

x0x0 wrote: post #11
rvz wrote: post #2

This is a leading indicator for what is to come after the IPOs of SpaceX, OpenAI and Anthropic this year. and it is not good.

spacex is particular is desperately searching for a bagholder. Leveraging the obvious synergies between rockets (a mediocre business), xai (a horrid business), and social media that lost more than half it's already modest revenues...

[dead]

Re: Microsoft Set for Worst Quarter Since 2008

#28

Post by LeFantome »

vrganj wrote: post #3

If one were to think a major stock market crash was coming up, led by the AI bubble bursting, but reinforced by the major self-own that is the Iran war, how would one best prepare ones investments?

Other than buying oil futures, probably selling to cash and getting ready to buy when it hits the fan.

Re: Microsoft Set for Worst Quarter Since 2008

#29

Post by Ekaros »

chistev wrote: post #15
vrganj wrote: post #3

If one were to think a major stock market crash was coming up, led by the AI bubble bursting, but reinforced by the major self-own that is the Iran war, how would one best prepare ones investments?

If everyone (most people) think the same, shouldn't you do the opposite? Be fearful when others are greedy, and greedy when others are fearful. Etc.

I don' think that logic is intended for the top... It is what you should do when you are closing to bottom or are recovering already but most of the market does not yet see it.

Being greedy at the top will take longest time to recover. Catching the falling knife.

Re: Microsoft Set for Worst Quarter Since 2008

#30

Post by 486sx33 »

batiudrami wrote: post #24
smuhakg wrote: post #21

Copilot is the worst AI agent on the market. Over 50% of people I've spoken to that say AI is overhyped, when pressed, admit they were only using Copilot. This would be profitable if they could ship garbage for cheap, a la Microsoft Teams or Internet Explorer. But Copilot is worse at integrating with Office than Claude! This is because Copilot has aggressive context pruning to meet its price point of $20/month. That…

Their target is not coders, it is the professional world who do 90% of their work in Office applications, like me. A $200/m model absolutely does not fly when rolled out to entire corporations. It needs to be a $20/user/month product. But I agree, it sucks. It is the only AI we are able to use at work and for tasks that it should be good at (compare comment sheets against a deliverable register and assign to specific…

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