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Top-level
 @da_667 This is what I'm saying. And this isn't VC money; this is public corporation strategy intended to maximize shareholder value. How is that happening? The only conclusion that makes sense is that these execs are bought in on the (let's call it what it is) religious belief, the article of faith, that this technology must be pursued at all costs. And I guess, in MS's case, hopes that everyone's models will live in Azure data centers. 8 comments
@da_667 So I'm writing this up properly, but MS Earnings Statements show their adventure has not been punished by the market. In the case of cloud, growth outstripped everything else, so I guess everyone really is drinking the Kool-Aid. @mttaggart correlation isn't causation, I think. There is a lot of sleight of hand going on here with Microsoft having tried to charge for AI services (e.g. github copilot) and just integrating AI into cloud services that nobody asked for (e.g. Microsoft 365 co-pilot). They aren't charging money for these services, just shoveling them out with whatever other stuff MS customers buy. @da_667 I'm not saying they're directly profiting from the models. I'm saying they're not being punished for it in any meaningful way. But it's worth noting that end users are not the customers for their cloud services, and we actually have reason to believe that those business may indeed want AI for the same religious reasons.  @mttaggart End users are *definitely* not the (primary) customer for Microsoft's cloud products. Some end users are also customers, but they get what the big-ticket customers ask for and pay for. Aunt Jane isn't going to have any meaningful impact on the direction of development of anything at Microsoft, even by getting their top-tier subscription. The CTO of a Fortune 500 company very well might. @da_667 @mttaggart I can’t get over how •••EVERY••• company is like, “ooh! Ohh! Me too me too let me get on the bandwagon too!!!” I am being force-fed technology that I don't want. I am paying to have my life and personal privacy streamlined into the coffers of ... I don't even know who... or where. It's a morass and I just want to unplug them all. It used to be such a great tool. Signed, not an engineer |
Gregory's Server
@mttaggart we are the same mind on this, I think. There' is this willful suspension of disbelief that if enough tech heads say "AI is the future" it'll manifest into something useful. But all it is so far as a massive money sink.