MS

UnderB0SS

Is he gonna put all these Somali people where he put the mysterious invisible MS-13 people?

Visual_Enthusiasm_73

Everybody stop freaking out. It's all gon' be K. STOP FREAKING OUT|!?!?#v!G MS9

gratatatatatatat

Bers open MS paint every night to make up lines and cope 🤣🤣

TheBalloonEffect

California and MS-13.5

jerm2z

I looked at the Microsoft sub and it’s all just complaints how MS products suck and how the company will go bankrupt. That sub’s users are honestly more regarded than WSB and that’s hard to do.

bananastock

Did more research. 27% of their revenue comes from cannabis drugs and epidiolex is their cash cow. Sativex failed a trial in MS patients and is currently on hold. Not as promising as I thought, but my exposure is tiny.

Opening_AIx

That's a good point. I doubt MS would have any regulatory issues since they don't really own any media. But the IP WBD offers is tremendous for MS. I think MS has enough issues on its own with AI, cloud, gaming, and windows. MS is trying to move their gaming device to be agnostic to platform to capture a larger audience. In a sense, it would be feasible to make their streaming service only on xbox which even Apple and Amazon are not doing. They made sure their app is available across set-top boxes like Roku and Amazon fire tv, etc.

jtroye32

Same for us. We're also a MS shop and it ties everything together well enough (Jira tickets, documentation, Teams chats/meetings, emails, etc).

gkp95

Companies leadership are pushing heavily to use Copilot and that’s because MS is packaging Copilot license with MS365 enterprise license. So that’s on the revenue side but from the innovation perspective MS is having bad days. No ground breaking innovation internally. With OepnAI the the contract has changed hence can’t consume anything new into MS365 ecosystem. Market sentiment is not too strong in AI products. Trends are more towards data and infrastructure, data centers. Nevertheless, I still stink Satya Nadella is taking measured steps. Scaled back maybe a temporary scenario.

Any-Function-8748

Man, I just used Copilot in MS Word yesterday. It works fine!

Deliteriously

No. People are using AI. More everyday. But Noone wants to use copilot. And why would they. Who needs autocomplete when there are agents that just complete. It's still going to replace all the white color jobs and eventually rain fire from the sky. It just won't be branded MS-Skynet. Probably Google. But I'm rooting for Claude.

PrettyTiredAndSleepy

GithubCopilot not to be confused with MS Copilot, yes?

figuring_ItOut12

CBS very recently became another captured news "source". CNN came first. MS~~NBC~~Now is now up for sale and the bidders are not encouraging. Folks cheering for the fascist takeover of America for a quick sugar high and crotch finger job are amazingly shortsighted. I don't mean you. But I do recommend we all keep a bag of salt next to our keyboards when talking credible news sources.

mxby7e

Alpha Fold is not a LLM. LLMs are the mechanical Turk. A cool party trick and just a little more useful than MS Word.

Kooky-Issue5847

Microsoft peaked at $800B+ in Market Cap during the Internet Boom in 1999. After the bust it didn't get back to that valuation for 15+ years. And they were a giant in the business in 1999. Ever Non-Apple PC sold to Home or Business was loaded with their operating systems and many were buying up MS-Office, Work, Excel etc...

PerfectInAllThings

My MS got me a better job, but already had 10 years experience Mistake the kids are making is getting the grad degrees with no work experience

Jumprdude

There's the consensus (in print) expectations, then there are the buy side expectations. Many times the stock runs up on the buy side expectations and people are surprised when they beat the consensus estimates and the stock goes down. In this particular case, AVGO has gone up so much so fast, based on not much more than sentiment, such that even after a 10% decline, it was still above its 50 DMA! In order to hang on to such fast gains, it would have to completely blow everyone away, not just "beat consensus expectations". I think MS put out a note that said that the $73B backlog meant \~$50B next year, which was what they had already modeled into the consensus. And some on the buy side were expecting as much as $80B. After the latest NVDA earnings report, which I thought would've been impressive beyond expectation, and the stock sold off 7% on top of already being down 10% from ATH, I think you have to conclude that market reaction is just to be cynical of these numbers.

winner_in_life

I used MS Dos.

3boobsarenice

NEW YORK, June 25 (Reuters) - Piper Sandler [(PIPR.N), opens new tab](https://www.reuters.com/markets/companies/PIPR.N) and Stifel Financial [(SF.N), opens new tab](https://www.reuters.com/markets/companies/SF.N) on Wednesday asked a judge to free them from "onerous" restrictions from the U.S. Securities and Exchange Commission's global settlement more than two decades ago with 12 investment banks over analyst conflicts. The $1.5 billion settlement in [2003, opens new tab](https://www.sec.gov/news/press/2003-54.htm) and [2004, opens new tab](https://www.sec.gov/news/press/2004-120.htm) addressed a scandal over analysts issuing positive research to help Citigroup [(C.N), opens new tab](https://www.reuters.com/markets/companies/C.N), Goldman Sachs [(GS.N), opens new tab](https://www.reuters.com/markets/companies/GS.N), JPMorgan Chase [(JPM.N), opens new tab](https://www.reuters.com/markets/companies/JPM.N), Morgan Stanley [(MS.N), opens new tab](https://www.reuters.com/markets/companies/MS.N), the defunct Bear Stearns and Lehman Brothers, and others win investment banking business.

Complex-Jello-2031

this is why I LOVE them my sister has MS

TherealCarbunc

definitely and if it could make inroads towards potential on MS treatment down the line that would be massive as well. I like the looks of everything. looking to pick up a couple hundred more shares after my next swing play profits

C_Pala

Obvious? World changes. You could have bought MS or Exxon, or both, and see one of them go to dust.

mmvvpp

A desire sure, but not like today. Those sites already have a massive userbase, and competing as a start-up would obviously be though. Should they (they won't) ever close their access to EU, alternatives would appear or bluesky as you mention, would get a massive traffic increase. As I said, it will take a while, and I believe EU will start moving away from critical services like visa, apple/gpay and into european alternatives. Several countries or local goverments are starting to adapt linux instead of MS services when possible. Its a slow but steady process.

AMadWalrus

Ok all jokes aside and being serious - those contracts aren't public and aren't something they just release to the public (I'm quite frankly surprised you would even ask that but that's beside the point). I previously worked in tech investment banking at GS/MS and now work at a SaaS company. There's generally 2 types of contracts - one would be a prepaid contract (everything upfront) and the other is a commit contract (everything on a set schedule - which is where these would fall under). Oracle wouldn't publicly announce their commits without having a signed contract in place. In theory the way Meta/NVDA could exit the contract is if Oracle is unable to complete their remaining performance obligations (RPOs, which means the services they have not yet provided). If Meta/NVDA were to "change their mind", Oracle could take them to court and would most likely win, assuming they can prove they are able to provide the services that were originally contracted. Again, all jokes aside, the reason I and everyone else was giving you shit is because you were comparing RPOs to an agreement on the phone where Meta/NVDA can say "jk I changed my mind", which they certainly cannot without severe legal repercussion.

No-Improvement3164

MS has a PT for CAT of 395 as of 12/10/25. Interesting

claytondpark

Mostly cash also... I dumped all my Dec monthly calls for losses today, but held my MS puts I've been averaging down on and grabbed a couple of this 2dte cvna $460p before close.

IronerOfEntropy

When I get into a group chat I dont know about or wasn't expecting: 1) I block everyone in it. 2) I block and delete the group. Is this not normal in first world countries? Maybe its the PTSD from getting black mailed by MS13 as a kid... to which I promptly gave my phone to my dad, and he handled that shit. "Pick up, dont give any info if they dont know you, hang up, block." -My dad

AntoniaFauci

UBER move is due to an MS downgrade (but still rates it a buy, with PT changed from $115 to $110) plus two hot spots: markets in Halifax Canada and Cotswolds England pushing to ban, restrict or regulate UBER more. UBER was one of my best moneymakers in 2025 and eager to rebuy it as close to $80 as possible, then add more if it drops. It always rebounds from these eventually, and most analysts have PTs over $100.

AntoniaFauci

UBER move is due to an MS downgrade (but still rates it a buy, with PT changed from $115 to $110) plus two hot spots: markets in Halifax Canada and Cotswolds England pushing to ban, restrict or regulate UBER more.

claytondpark

Need ❄️ to pump and MS to dump

Xx_Time_xX

> In India, they can get away with doing more harm than in Western countries due to fewer regulations While you're right that this does happen I don't think this is true in this case because MS is also looking to invest [$7.5 billion in Canada](https://theglobeandmail.com/business/article-microsoft-digital-sovereignty-canada-data-centre-expansion/) for data centre expansion.

Opening_AIx

Probably chose AZ because of less regulations, tax breaks, cheap land, "clean energy" with solar, etc. Plus CA is getting too expensive and has more regulations. Azure is still a beast when it comes to the cloud despite MS AI being crap, or so I've heard. MS is too embedded with their office suites of products. It's still the 800 lb gorilla that the only contender is Google's office suite by a long shot.

InIce1234

BAC -0.9 GS +0.8 BLK +0.7 WFC -1.19 C -1.1 JPM -4 MS +1.4 Nice cliff bro.

CoolWerewolf

The S&P500 will rally 16% next year, per Morgan Stanley's, $MS, Michael Wilson

wegster

Tough call, as you're literally asking for stock picks. At least you didn't include TSLA in the list. :D Microsoft is an overall solid company, with their hands in many things, and a good cloud business on top of the AI play. Google has ads, cloud and other services, and some hardware beyond the AI play. Meta - well, meta does ads better than Google in general, or at least did by a huge degree based on all their data collected on FB allowing them to do far more finely targeted ads. However, this is also the company that went on for years (with huge spend) on the 'metaverse' when they couldn't even manage to get legs on their virtual avatars. I think they're finally pivoting away from that entire mess. Meanwhile their AI is competent (e.g. Llama), but I get the impression they are really searching for their next 'big thing' as people use social media (at least Facebook + friends) less in recent years. Bought Insta, launched Threads, let's do 'metaverse,' wait - how about AI?. Even if they're successful, how will they monetize it? MS has Azure, Google has Google Cloud, and Meta has....Facebook? Now, even if FB or China - sigh) come out with the next 'dominant' round towards AGI, both MS and Google have paths to still monetize it via their cloud (and IoT) offerings. What would Facebook do to monetize it at scale? Personally of the F/MAANGs/Mag 7, TSLA and Meta are at the bottom of my list as I just don't see how they sustain and grow over time, but YMMV.

kjuneja

Friendship between MS and Elon is over

NYSE_941_Gray

So MS downgrades TSLA to wait for a “better entry point” translation = MS missed TSLA and now has to save face… TSLA 480 EOW

joe-re

Want to take a short position against Google, MS and Amazon? I suggest you go to the the Big Banks and tell them. They will take your money.

jaajaajaa6

CRWD and MS on the large cap / ABL on the small cap

Jarlaxle_rigged_it

$GS and $MS at new ATHs and you think spy wont follow

FractaLTacticS

High vs total shareholders or relative to others? It's dire either way, I'm just curious whether MS shareholders are more/less engaged. And this all just goes to show the value of robust, equitable guardrails on the market. Either for lack of consideration, willpower, or capability, we can't always count on ourselves to do what's best for us human beings in the course of our role as a shareholder or employee.  Regulation is the only proven means of instituting healthy market pressures which benefit us beyond percentage points and dollars. We simply have no self control. lol

Consistent_Rule101

Get real. I got AXP at 5.00 . 40,000 invested in MS is now more than million worth in my portfolio and giving around 30,000+ in DRIP. Of course, we can have fun money aside, but very few get rich with trading.

Happy_Discussion_536

High quality compounders like WMT, MS quietly hitting new ATHs.

modder9

All those things are available MS native, some better than others. Maybe not if you’re hiring bottom of the barrel talent. Calling MDE consumer grade is wild. MDE has grown so much from its ATP days. PANW only purpose is to ship firewall logs to the SOC. TBD if security copilot can be any good, but 400 SCU per 1000 E5 was a nice surprise out of Ignite. If the phish triage agent is any good I’ll drop that service from my SOC.

Perfect_Painter_7863

With all this AI is coding still worth it? Im halfway through my MS in Data Analytics but seems almost as if itll be useless soon or already is lol

Inaccurate93

Never forget that in 2022, zuck was proud of his metaverse selfie with the eiffel tower that looked like it was made with MS paint 30 years prior.

Highborn_Hellest

Discord is not owned by MSFT LoL! MS made an offer for 10billion or so, but it was not accepted, discord was just gauging interest. Discord is a fully independent company

OceanWaveSunset

I have been using AI with my work, writing test automation, and agree it adds a ton of value. But that is stuff like Claude code of Gemini cli, not co-pilot being added in work or notepad or outlook. So I am with ya, but I also think MS is doing some silly things. Like I rather have windows and office have hooks and processes where I can use my own AI and not be forced to use co-pilot, which feels like a distant last player and kills entire conversations way too easily while chatGTP, Claude, or Gemini all can handle a joke or a disagreement.

krakoi90

What do you mean by that? Which domino? If investor money dries up for some reason, OAI will go bankrupt. MS, who has probably the largest stake in OAI has already access to ALL of the IPs of OAI, it has no real incentive to bail them out.

charon-the-boatman

I know as a sales person you don't have much influence on this- but how is a company as big as Microsoft unable to create a workable, useful AI Copilot? I would love to use it, but it truly is a piece of sh\*t- it's unable to create nice Powerpoints, unable to use any local files (except those in the MS Cloud), it's... utterly disaster... why would anyone pay for that?

FormalAd7367

i’ve MS office subscription and have tried my way to not to take the expensive Copilot offer. Friends of mine went to great lengths to buy older Office version just to stay away from the annual subscription

ckglle3lle

I think every bubble/boom/bust cycle comes replete with people absolutely certain that this time it is different and pretty much there's always a new catalyst that proves them wrong. I do somewhat agree though that there is a scenario where the stock market more or less continues to go up while the rest of the economy and the lived experience of people within it continues to feel strained and reaching a breaking point. One thing about the current moment is that the Mag 7 corps are established, well resourced entities with large cash reserves and existing workflows that don't depend on AI panning out. (OpenAI notwithstanding) Seems to me that Google or Meta or MS could just as easily pivot to whatever the next thing is and not actually take the market with them. There's also a feeling that institutional investors don't necessarily have anywhere else to put the money so while there may likely be some corrections as funds shuffle things around, an outright runaway/escape/exit seems unlikely. But who knows. Definitely feels like a bad sign when WSB is breaking character though

Highborn_Hellest

Obligatory MS Teams is terrible. We use it at work, and i don't like it. I'd rather the company get a discord server and pay for 30 boosts or something.

sftheory

I will say this, I wasn't setup to make as much as I did without that MS article.

Joe_Early_MD

understandable. I am switching over to gemini to see what the hype was about. In the process, chatgpt gave me a free month so keeping both for now. I also like claude and have paid for it's service. I usually jump when new models come out. MS copilot use at work and it's....ok but nothing I would pay for. I think this will bite them. MS also has an absolute glut of shitty web apps: Viva, Engage, Visio, power pages, power apps, power automate, it goes on. No real good training on any of them. they should wrap ALL of this into Co-pilot, listen to what your user is asking for, and create it like chatgpt, gemini, claude, etc

pragmojo

I agree MS is not strong on product development. What they would have is an incredible brand with ChatGPT (which they may or may not destroy over time) which essentially is synonymous with AI for the average person. The other thing MS is good at is leveraging their product footprint to get marketshare even if their products are inferior to the competition (cough Teams cough cough). So in a world where OpenAI gets folded into MS, I could imagine OpenAI products remain relevant beyond their natural sell-by date thanks to them being shoehorned into Windows, Azure, XBox and every other MS product, in a way where enterprises just kind of have to use them and pay for them to avoid friction. And I agree that Anthropic makes great products. What I'm not sure about is, how far are they away from having a sustainable business? They could have the best coding models in the world, but until they turn a profit they're basically on a ticking clock. Companies like Google, Meta and MS have massive revenue costs to float their R&D efforts as long as they want. And even if Anthropic does manage to turn a profit, Google can afford to undercut them on price to win the market. Even if Google can only make models that are 90% as good as Anthropic, if they're 20% of the price that's going to be good enough for the vast majority of users.

sartres_

You also need at least semi-competent management. MS doesn't have that. They already tried to put together their own frontier models instead of using OpenAI, several times, and they failed miserably. If they acquire OpenAI it will go a similar direction. They also don't have nearly as much talent as Google, because of the bad management. Anthropic has bet everything on making better coding models than Google. It's a good strategy, but it means they have to stay well ahead on coding metrics or they're done. And Gemini is _close_.

Napster-mp3

I have a separate Dell workstation in my office specifically for Rollercoaster Tycoon, Sim City, Chex Quest, Doom, Backyard Baseball, Legend of the Zoombinis, and MS Paint.

Apexnanoman

"if the company wasn't so entrenched in enterprise level use it would die" - That's been that case for MS since probably windows millennium edition. They have been incrementally fucking stuff up since then. 

hakan_loob44

As an IT guy I can confirm that MS sale reps have gotten shittier and shittier over the years. They are definitely mailing it in these days because they think they've got everyone captured.

parallelogramm3r

So if people aren’t using MS AI, that’s potentially bullish for PATH earnings tonight, right?

80s_JDM

# 🗖📎 Clippy from MS Office '95 ✅ # 🪟🥴 Regarded Copilot by OpenAI '25 ❌

liquidpele

Meh, this is because MS is fucking stupid and is trying to sell features inside windows that no one fucking wants, and then when everyone ranted about it online, their dumbass CEO publicly made a fool of himself by not understanding his own market. Less of a condemnation of AI, and more of one for Microsoft being a rotted out corpse of a company filled by nothing but project managers.

pragmojo

Yeah I think this is a likely scenario for the AI bubble bursting. MS played their cards well in terms of making this happen. OpenAI will go insolvent, which will wash out all the debt obligation for their AI buildout and training, and MS will end up with the IP and most of the talent. Debt holders like Oracle will be screwed. But I think ultimately pure-AI shops don't stand much of a chance to compete with vertically integrated orgs like Google. To do AI you need the hardware, the data, and the IP/expertise. The IP/expertise is the cheapest part of the equation, and the easiest to replicate, as much AI researchers like to jerk themselves off about how brilliant and irreplaceable they are. Google has all three, and MS does as well, and will even more if OpenAI folds. It does beg the question how Anthropic will fare in the long term. I guess they have an advantage over OpenAI in that their free tier is less used than OpenAI so they're not bleeding nearly as much money as OpenAI spends roleplaying delusional people's boyfriend/girlfriend at scale, but it's hard to see how the economics make them competitive against Google long term.

Dependent_Sorbet8456

OpenAI has a not so bright future. Institutional customers definitely choose CoPilot because it's out-of-the-box solutions with existing MS Office suite, their priority is seamless integration, secured data. Most retail investor will use Gemini eventually since it's part of google search now. META's apps has their own AI tool. So, what market left for OpenAI?

gatovision

All banks are in on the scam. They all constantly raise targets just like Tesla. Cramer and CNBC are in on it, so is BoA, MS, UBS, Wedbush (course) I really think they funnel these stock sales into sales into some shell companies and then make purchases to drive the price up. The price movement and bid/ask spreads are not natural. They pump it up every single morning. They’re probably in on the options chains too.

TheSleepyTruth

Eh, open AI is deeply entrenched with Microsoft both financially and in practical terms (Chat GPT powers microsofts edge browser and windows copilot) and has access to a lot of the data for LLM training along with deep pocketed resources of MS which keeps shoveling cash into GPT. Its not like Open AI is out there on their own against king Kong. Theyve teamed up with Godzilla.

nevyn

Not OP, but there are a lot of people who used to work in Xbox who talk about how it was almost a seperate company owned by MS ... and then they merged it with windows gaming. TBF I'm not sure they ever really knew wtf they were doing, but from an outside POV it seemed much more viable years ago.

boringestnickname

I unironically think him dragging his feet is a blessing for Apple. It means MS will be first to market with their grotesque AI abomination in the OS space, and people with a brain will have time to argue that Apple should go in a different direction.

Bobibouche

I agree for non-enterprise “AI” uses — it’s nothing but an inaccurate Google search with charming prompts and replies, automated Photoshop and Grammarly tools — however, expanding on your theory, I also think that for automating at the enterprise level MS is in the greatest advantage. But, yeah, I don’t see an appetite for subscriptions to these LLM’s just so you can troll political opposites on Tik-Tok being the future of the internet

stockmarkettrader

Morga Stanley (MS)

NoNote7867

Companies like Google and MS have enough cash to keep losing money on it indefinitely to until they find a way to monetize it.  The reason why they would do this is same like they did for other products that lost money like YouTube, Gmail or Maps:  - Data - Gain users - Deter competitors 

tldamico

My Ph.D is in chemistry and I'm also considering a MS in computer science/data science. Been studying Python right now. 

LazerBurken

MS wants out of their positions

706union

I worked for 724 Solutions and was given stock options when hired, they were never worth anything. Employees were buying extra options/stock using Friends and Families and lost everything. There was someone who was a very early hire, who sold everything very early, people thought he was crazy and should have held on, but he paid off his house and bought a sports car. The best benefit I got was 10k to stay until a certain date after it was sold. We also deployed to Exodus data centers, where we saw Hotmail before MS bought, and used Verisign certificates. Nice trip down memory lane.

mdatwood

One of NVDA's biggest customers is OpenAI who has ~1.4T in total commitments lined up. There is a real question if OpenAI will be able to satisfy all its commitments and therein lies one of the big risks to NVDA. MS, Google, and Amazon are less likely to back out, but if the FCF spend does not start to generate real returns, shareholders will start demanding the money go elsewhere. Also, NVDA is not talking about 500B in AR, but expected orders or as their CFO was quoted "visibility on $500 billion in revenue from the beginning of the year to the end of 2026" [1]. Honestly, this feels a bit like trying too hard to keep the stock propped up with weasel words. I say all this as someone who is fairly bullish on AI overall, but it's hard to ignore that NVDA is riding a knifes edge. [1] https://finance.yahoo.com/news/nvidia-reports-strong-guidance-ai-220009255.html

Informal-Lime6396

he MS-06 Zaku II was a series of mobile suits produced and operated by the Principality of Zeon. It was Zeon's primary mass production mobile suit series throughout the One Year War.

EscapedFromArea51

Lol, I recently felt like using MS Copilot on my PC (just out of curiosity) to get a list of links online for any laptops on discount that match my specified requirement. The “Deep Research” took about 4-5 mins, crashed the program, and upon restarting, gave me some links that actually had discounts, however bad the actual results were. The “Smart GPT-5” option just gave me a 20 item list of links that had great discounts. When I tried opening anything apart from the first link, none of them led to valid pages. When I asked it why none of the other 19 links worked, it simply said “Oh, no no, this is simply a response generated on what a report would look like if it actually had working links”.

InclinationCompass

Yea my company is paying for the MS Teams/Office with GPT-5 Copilot package for all its corporate employees.

JudgeCheezels

That’s their special power, they don’t have to do anything. The world ceases to function if MS suddenly closes shop tomorrow and render everything Windows useless.

SavvySolarMan

Pretty sad that the "house" bets against a drug that fixes symptoms of MS.

jaajaajaa6

I felt the December cut was necessary when many Fed people were backing away from it. As usual, they are late as they look at data in the rear view mirror. But layoffs are real among white collar jobs and college students can’t find work. Unemployment is front and center and that will be a big driver for the Fed decision making than inflation right now. Two percent inflation target is a wish and behind close doors, they will settle for closer to 3 than 2%. For year end positioning, I am still long cyber(CRWD), financials(MS), and defense(RTX). Defense has been great for two years and gets too little a discussion on media with all the defense tail winds. And people will scale down to cut costs so bargain retailers will also have a tailwind like Warby Parker.

claythearc

I’m not sure why this is popping on my feed now given it’s old but here’s my 2¢ as someone with a masters in machine learning > googles TPU isn’t even close … Keep in mind here that Google uses their TPUs to train their models, and to serve models on Google cloud - it is replacing nvidia at scale, at least on their system. They’re also getting the other big dogs to at least vacation with them - Anthropic is expected to order like a million of them, Meta has a test happening, and then the smaller but still important players like Midjourney, Apple, Salesforce are using them as well. So it’s not just an internal tool getting internal hype - there are real customers eroding what were / would be nvidia customers. You combine this with the fact that nvidias seen exponential growth the last several years - that has been priced in. They can’t just beat expectations. Nvidia has had a place of dominance because there were zero practical competitors - AMD existed on paper but ROCm was a dumpster fire, no flash attention, PyTorch support was perpetually “coming soon.” It’s only now becoming a real option. The market is adapting now that some % are shifting away from a full nvidia stack. It may not be a lot in the grand scheme yet but nvidia has been priced for 100% dominance from all companies - and that’s kinda showing to be maybe misguided. The CUDA moat is real but it’s also not as insurmountable as people think. Almost nobody writes raw CUDA - the question is whether PyTorch/JAX/etc support alternatives as drop-in backends, and increasingly they do. The moat matters a lot for mid-tier companies who can’t afford multi-backend expertise, but hyperscalers? They employ the people who write these frameworks. Google literally built JAX to abstract hardware away. The lock-in that protects nvidia’s bread and butter doesn’t protect them from the exact customers big enough to matter for this narrative. And outside of Google - hyperscalers absolutely hate being single supplier locked. Meta, MS, Amazon all have internal silicon cooking as well. Is this what’s happening now? Is the timing coordinated narrative BS? ¯\\*(ツ)*/¯ genuinely don’t know. But the underlying competitive pressure is real, and some correction where people finally price in that risk was always going to happen eventually.​​​​​​​​​​​​​​​​

raj6126

They already did that. Co-Pilot used to be GPT until MS broke it off. MS has a name issue every one hates edge and co pilot. They always say xxxx is better. If Chat GPT keep that good name. I can see MS buying it and phasing out copilot. MS has AI chips coming online soon. In house with new materials. This would be a marriage of infrastructure and AI to go against Google.

LanceThunder

yeah, but that isn't really the topic of this post. i don't even think its that hard to see which companies will be on top. Google, Amazon and MS are all very well positioned to thrive in the age of AI. I am not sure about the others.

No_Cook2983

Value City is in flames. The sofas are controlled by MS-13. We need to send in the National Guard

KMI_Dragon_Knight

I was given a warning for "harassment" because I stated, correctly, that JP Morgan is abusing its standing to get MSTR deleted from NASDAQ but then issue crypto structured notes to investor clients. I stated, correctly, that Nomura is a majority owner (about 45%) of MS, and made 1b by shorting QQQ w/ puts. How is this harassment and why is Reddit bending to these banking shills? Spread the voice, I'm not sure why I would be silenced over such a stupid (and correct) assertions.

salespunk44

You seem a little angry, why? Did you watch Amazon go from $113 to $6 per share? Did you see EMC lose 96% of its valuation as a profitable company. Remember this was the #1 returning stock of the 90’s growing over 80,000%. I did not say it was a certainty it would drop. I do think there is serious risk for the company right now as they are priced for perfection. Could they continue to grow at 50% YoY? Maybe. Is it likely? Definitely not. Are there short term gains to be had? Absolutely. Nvidia is a great company, but it doesn’t matter if the AI music stops. The Google/MS deal is an example of the risks they face. This won’t be the last either.

symplton

MS is losing out in the OS race to Linux. Badly. Especially when it comes to complex operations (AI) support. MS is also losing out in the Office productivity realm to Google. Or, if you've seen the latest in Gemini 3.0, Google's AI can write an OS for you, with functional browser, and productivity suite included. Azure cloud frameworks are losing market share to Amazon & GCS on cost. Corporations are dropping their ELAs because they don't need networked directory services in the way they did before. And no one expected the hurried retirement then capitulation on Windows 10 or that all of these smaller players like Zorin OS (a lightweight, clean, and durable Linux distro) would capture that legacy hardware and further restrict their growth because it can do everything faster and more efficiently on said existing hardware, which - for local compute, is more than powerful enough.

dasnoob

They cant. Deriving financials from MS statements indicates they are operating at an approximate $12 billion loss per quarter. Their financials are actually hilariously bad.

LanceThunder

this is a reasonable assessment but i disagree on a couple of minor points. my experience is mostly with gemini 2.5 and it was such an awful experience that i am very bitter about it. i've tried using it dozens of times and its never given me anything i wanted. gemini 3 is a big advancement for google but still isn't as good as chatGPT. its good enough to be competitive but GPT beats it. google workspace is better than M365 in my opinion, MS still has a lot of contracts with all sorts of corporations and government organizations. you would be hard pressed to find any large company that uses google workspace over M365 and that is where all the money is.

danzacostanza

Gemini 3 has the competition shitting their pants as of now. There was the recent memo from Altman expressing his concern about how big of a leap Google has made with their models. Other than their total monopoly on search, email and the popularity of chrome/chromium - their ability to build good products that people want to use is unmatched. They’ve integrated their AI into all the products people are familiar with and use already (Google Suite, search etc). MS have been good at finding and investing in companies.. but they’re absolutely terrible at developing products. I think they were the first to stick AI in their browser (their Chromium based browser) which effectively did nothing to pull people in. I think even Google Workspace crushes M365 in terms of its user-base. MS still have dominance in Enterprise.. but that will continue to slide.. because well.. Google makes a better product. I just don’t see Google losing to MS in the long run.

gizamo

Oh, right, only the web-based version is free. Regardless, it's still essentially free when compared to Adobe pricing, and you can still get stand alone Office Suite all over the place for dirt cheap. Also, ever since MSFT moved to the subscription model for M365, we've seen more competitors and massive improvements in all competing apps, and countries like Germany and France have moved to Libre Office. Lol. They're so sick of the subscription model that they're willing to abandon MS all together.

dub_soda

The guy’s name was literally TechnoKing on MS Teams

Melodic-Excitement-9

I mean as long earnings are holding up, I don't see how this doesn't go up higher, the idea is which horse will win the race. Google with the new release certainly just took the lead, I personally think OPEN Ai might have started the fight, however they might not be able to win the war. Microsoft and Google have the upper hand given the deep roots in Corporate and funding of Ai tech. Meta and Open Ai are geared more towards Business to Customer, hate to say it, but most day to day people doesn't actually need Ai, or pay for Ai, is like normal people uses MS paint, and professionals uses Adobe. I find it hard for an average person to pay for Ai.

OtisB

This is part of why I still don't see google cutting strongly into the enterprise environment. Orgs with MS ecosystems will happily accept copilot's weaknesses vs gemini or whatever, if it means they can keep using all the other tools they have and have been promised. The excel and PBI changes you mentioned ALONE are enough to keep most mid-sized orgs busy figuring out how to leverage them for the next several years. I work in higher ed now, and while many schools are using a lot of google, a lot still use MS for most of their staff and business admin functions. I love what google is doing, they just don't have the presence in enterprise space that they'd need to supplant MS in the "AI for business" world.

SignificanceNo1223

They are a treasury. MS is just basically a modern day robber baron.

MaleficentIce6548

jesus christ I dont feel so miserable for losing 100 k anymore I earn it trading and like u fail to noticed these last 2 months bearishness I kept buying calls on MS-fucking-RT I lost 25% of my account

QwertzOne

I think it depends on specific ecosystem and choice for each company was probably made long time ago and once you're in Oracle or MS SQL ecosystem, it becomes hard to justify change. I remember that 15-20 years ago, it was all about choice between MS SQL and Oracle, because these were enterprise databases, DBAs (DB administrators) specialized and certified in one of these database ecosystems and they were considered important. Some people preferred Java and Oracle, some people sticked to .NET, Microsoft and MS SQL, but both these options provided enterprise support, so you'd rather pick Oracle/MS SQL and get consultants to fix it, if needed, rather than pick MySQL/PostgreSQL and be left alone with problems.

LazerBurken

OpenAI will likely crater next year. Then MS will have to buy them to save their own investment.