• TheFeatureCreature@lemmy.ca
    link
    fedilink
    English
    arrow-up
    51
    ·
    14 days ago

    Microsoft is so incredibly fucked when the AI bubble starts to burst. They’ve abandoned so many of their other projects and customers to go all-in on it.

    • BassTurd@lemmy.world
      link
      fedilink
      English
      arrow-up
      4
      ·
      14 days ago

      I keep parroting this, but in the next couple of years, I think there will be a couple of giants that fall. I work in ServiceNow and they, like many others, have gone all in on AI. Their problem is that they were slower than some, their solution is half baked at best, and it’s prohibitively expensive. Nobody is paying 10s of thousands+ extra for the licensing to be able to run agents, and less are paying the extra licensing required for the users to be able to use that agent.

      I’ve now been pulled into copilot studio, and yet again it’s another product rushed to market that isn’t ready for the big stage. Dog shit documentation and training material, and terrible environment design.

      All of these big players have invested so much money in adding AI, nobody wants it, and now they’re all hemoragging money.

      • cley_faye@lemmy.world
        link
        fedilink
        English
        arrow-up
        4
        ·
        14 days ago

        Their problem is that they were slower than some, their solution is half baked at best, and it’s prohibitively expensive

        Sounds like a lot of company these days.

    • Kissaki@feddit.org
      link
      fedilink
      English
      arrow-up
      2
      ·
      14 days ago

      It won’t make a difference.

      What other projects they abandoned do you see as so critical that it would break Microsoft?

      • z3rOR0ne@lemmy.ml
        link
        fedilink
        English
        arrow-up
        2
        arrow-down
        1
        ·
        14 days ago

        Copilot, Github, LinkedIn, ChatGPT are the ones that come to mind. All of them have started to degrade in quality in one way or another, and with the exception of LinkedIn, they all have competitors that could potentially, over the long haul, could dismantle Microsoft. They’re also running out of places to extend and extinguish.

        It probably won’t happen in one or two lifetimes, but enough cracks in a dam accumulate and eventually the whole thing breaks.

        • Kissaki@feddit.org
          link
          fedilink
          English
          arrow-up
          2
          ·
          11 days ago

          It probably won’t happen in one or two lifetimes,

          I understood their comment as AI crash leading to Microsoft crash. A decade of degradation is a different argument - that I would agree with as more realistic.

      • badgermurphy@lemmy.world
        link
        fedilink
        English
        arrow-up
        1
        ·
        14 days ago

        I think that Microsoft will continue in some form regardless of what happens with this bubble because they have huge amounts of physical assets and cash on hand.

        That said, their market position in any given sector they’re in might not be as invincible as it seems. There are corporations that were titans of their industries, including technology, that either don’t exist or are ghosts of their former selves all in far less than a lifetime.

        Kodak, Xerox, Bell Labs, IBM, and Yahoo all looked like unstoppable juggernauts when I was a kid, and my own kids haven’t even heard of some of them.