this post was submitted on 13 Nov 2025
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They've really painted themselves into a corner with their AI investments. It's starting to look like the total addressable market is a small fraction of what they'd need to break even on their atrociously ill-advised investments into the sector, and now they're becoming increasingly desperate to shoehorn a technology that nobody wants into everything they can.
Literally everybody who has an inkling of an idea of what's going on in the AI space knows how this ends, but somehow the board and c-staff at MSFT are not counted amongst the inkling havers. In a few years they're going to have to write off countless billions that they've wasted on this idiocy and nobody will be surprised but them.
The way I see it, they think GenAI is the new portal to information, the way search has been for the last 25-30 years. They want to control that portal, because it’s worth trillions over time.
This is why they’re cramming it into everything and worrying about use cases later. It’s a land grab.
That kinda makes sense. Thank you for sharing your optics.
I heard that phrase "optics" for the first time in the TV show Succession. Is it something that ordinary people use or just wealthy people?
It's mainly used by people who work in public relations or robotics
Or politics or really any field where the perception of actions are as, or more, important than reality.
I work as a senior IT Operations kind of job, with a 15 year background in IT support. I was trying to thank him for his perspective without sounding sarcastic ☺️
Edit: perspective might have been more apt.