Comment Re:Incompetence and Crap... it's Microsoft. (Score 1) 69
Microsoft is about Azure and Office365 now. Everything else is 'yes we also do that status'
If we are being honest, Azure ain't half bad either, its good for all reasons the past greatest hits were. It does everything it needs to do while being easier to get your head around than AWS, or GCP.
If Microsoft has a problem its that Azure and o365 were huge build outs but now are more or less feature complete. There isnt a growth story, for any company not already on them what can they offer as a compelling reason to move there?
This why you see 'copilot' being shoved into all the things. Microsoft does not have a vision right now, or to the extent they do it is - 'let's market AI stuff, and build out Azure capacity to sell AI model compute, so other people can market AI stuff.'
Long story short the next 10 years of the NASDAQ performance is either going to look like the last ten because AI powers big tech to new heights or its going to get real ugly when the irrational exuberance for all things AI runs out of stream