Post #181101
2026-01-30 07:50 UTC
Replies (31)
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@BlueKey@fedia.io 2026-01-30 08:50
"lost". Isn't it just virtual money from the values of the shares anyway (until they are realized by selling)?
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@Arghblarg@lemmy.ca 2026-01-30 08:16
Oh no. Anyway... Make Windows 7 again (or just use Linux), ditch AI, value your users. Sack the CEO. Pretty simple.
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@Asetru@feddit.org 2026-01-30 08:36
Is that the bubble beginning to pop?
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@Bonifratz@piefed.zip 2026-01-30 09:28
Writing this from Linux which I installed last fall in lieu of the Windows 11 update. I'm still using both OS via dual boot, and I still have some unresolved issues on Linux, but I will fully transition during the course of this year. One thing that is really mind-blowing is the difference in performance on my ~7 y/o laptop. My Linux Mint is just lightning fast compared to Windows 10. You can quite literally feel how Windows runs a thousand random things in the background (most of which I never asked for) whereas Linux feels very clean and... empty, but in a good way.
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@pulsewidth@lemmy.world 2026-01-30 08:51
The same Melius Finance that gave Tesla stock its highest rating of "must own" due to Elon lying again that Full Self Drive is being deployed imminently to Teslas via their in-house "AI chips" eta Dec 2025? https://finance.yahoo.com/video/tesla-stock-must-own-melius-220721932.html Tesla stock is currently at $416 after a high of $474 in November, around when this call was made.
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@Goodlucksil@lemmy.dbzer0.com 2026-01-30 10:23
$357 billion is between the total GDPs of Finland and Sri Lanka
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@AFKBRBChocolate@lemmy.ca 2026-01-30 08:44
I would desperately love for companies to lose big on LLMs. The vast majority of users just don't seem worth the huge energy costs. I do think there are a number of worthwhile ML applications that could make the world better, but I have little faith that they'll be allowed to unless they generate big profits.
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@mintiefresh@piefed.ca 2026-01-30 13:28
It's actually insane how much money these companies have.
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@chunes@lemmy.world 2026-01-30 09:45
Someone needs to engineer a virus that removes whatever defect humans have in their DNA that causes civilization-imperiling greed.
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@Zwuzelmaus@feddit.org 2026-01-30 08:59
> rather than prioritizing its in-house needs. I can't help reading this as "AI has cost us this shitload of money"
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@Binturong@lemmy.ca 2026-01-30 14:28
I'm still on the fence as to whether their current CEO is just a complete business illiterate, or some kind of corporate Manchurian candidate... It's sure LOOKS like malicious mismanagement to me, a nobody pleb.
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@bitjunkie@lemmy.world 2026-01-30 15:58
Do you mean that Windows Copilot AI Extra Spyware Edition wasn't a smashing success, despite literally everyone who isn't a buzzword-spouting CEO telling them this would happen for like a fucking year? 
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@ShinkanTrain@lemmy.ml 2026-01-30 15:25
Please die 
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@humanspiral@lemmy.ca 2026-01-30 17:18
> Microsoft’s finance chief, Amy Hood, argued that the cloud result could have been higher if it had allocated more data center infrastructure to customers rather than prioritizing its in-house needs. This is 98% chance a lie. Refusing azure clients wasn't happening. They are saying the dedicated GPUs to copilot 365/windows/bing, but they would just slow tokens/second delivery or raise prices if they were constrained. Open AI/copilot service is flattening out is the far more likely explanation, and China/Anthropic/Google gaining share is apparent with frontend and LLM innovation. That said, windows 11 copilot is going at about 7tps on simple queries about its QOS, and slow service of paid models could impact azure. In Nov 25, they did drop big customer volume discounts. There were big price increases earlier in the year, so growth was in part pricing growth, and likely a drop in usage volume from previous quarter, or at least very stable. The AI frenzy, mostly openAI/msft/oracle/coreweave block of absurdly impossible capacity growth depends on keeping up with supposedly massive (token) demand growth. There are still a lot of free alternatives in the space, and app download figures usually accompany free promotional usage of latest breakthrough model (sora2 was free use on release. kilo code this week has free Kimi K2.5. Other coding tools have fully free or generous free tiers) Overall, this, and highly promotional industry, means its very hard for datacenter/LLMs to meet the hype. Deepseek 4 is hyped as a big leap forward, to be released in a couple of weeks. Everything AI boom is likely a lie, and Nvidia bribing Trump to sell H200s to China, at 25% export tariff, is proof of incapacity or unwillingness of US industry to deploy them.
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@LoafedBurrito@lemmy.world 2026-01-30 16:03
Attending those meetings must be soul crushing. The entire point of the call is to take advantage of your customers more, get more money out of them, and get more wasteful data centers built. WE DON'T WANT DATA CENTERS, WE HATE THEM. I hope AI dies a fast and painful death and the PC world can get back to normal.
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@stinkytofuisgood@lemmy.ca 2026-01-31 06:13
Microsoft has really messed up quite spectacularly. 5 years ago I would never have even considered switching to another OS (especially for a daily driver). Yet here I am, using LINUX! My experience with Linux has gone from the perception of it as a scary figure, a ghost looming around me that I was trying to ignore. But now, I’m realizing that Linux is more like Casper. Linux is a friendly ghost. So while I still may not know how to totally deal with cohabitating with a ghost, at least it’s friendly, in theory. But in less obtuse terms: my experience with Linux has definitely had it’s terminal moments and learning to de-Windowsify my tasking, but it’s come to the point where the cons of Windows make it a non-starter. Maybe it’s not the year of the Linux desktop, but the years of the Linux desktop. Reaching a wider audience and finding a way to make choosing a distro is going to be a task. I will say that while I’ve never bought one of their systems, System76 is a company I regularly check up on because I think it’s very cool that they’re PC building from the ground up with Linux (and their own Linux distro as well). It’s a trend in the right direction, at least.
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@HorreC@lemmy.world 2026-01-30 17:17
god this is the newest product name. You have Office365 and now AI357!
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@tanisnikana@lemmy.world 2026-01-30 08:35
What else can plunge down on necks real fast?
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@plyth@feddit.org 2026-01-30 15:03
>Microsoft should double down on data center construction. Yes, Microsoft should invest big in hardware!
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@ZoteTheMighty@lemmy.zip 2026-01-30 15:23
Glad to finally see some uplifting news this month.
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@Brkdncr@lemmy.world 2026-01-30 09:23
They are still up 25% over the past year?
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@br0da@lemmy.world 2026-01-30 09:34
Keep it going!
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@FreddiesLantern@leminal.space 2026-01-30 09:14
Oh look at that, a little kick in my step. Good tidings.
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@Bwaz@lemmy.world 2026-01-30 14:47
Might've been partly because of the Melania movie's generation and how weak, unsmart and unwise it makes Apple look.
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@SomeRandomNoob@discuss.tchncs.de 2026-01-30 14:39
Everything above pennystock value is still to much for µ$lop stock!
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@Exec@pawb.social 2026-01-30 09:07
Me after reading this headline: https://www.youtube.com/watch?v=7edeOEuXdMU
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@Darkness343@lemmy.world 2026-01-30 16:29
I need those dumbasses to increase their sales for my investments. Come on you stupid Satya, do something.
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@FreddiesLantern@leminal.space 2026-01-30 09:10
BITCONNEEEEEEEE…..*eternity*
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@Taldan@lemmy.world 2026-01-30 14:58
I thought crypto was really cool back in the day. I had a guy ask me about Bitconnect because he was considering buying some. I looked into it and told him it looked sketchy, and I didn't understand how they could possibly promise those returns He dumped all his money into it. Only weeks before it collapsed too. Lost his house and wife. Ended up moving across the country to live with his brother Nice guy though
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@ignirtoq@feddit.online 2026-01-30 13:18
I think she's saying she could have allocated the GPUs to Azure to game the metrics, but Microsoft chose to allocate them to internal projects, which is a form of self-investment. She's not saying they made the wrong decision, she's saying their decision in this longer-term investment makes the short-term metrics worse.
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@sorghum@sh.itjust.works 2026-01-30 13:16
If ifs and butts were candy and nuts we'd all have a merry Christmas.