He is effectively saying specialised ai has a possible future and llm are a huge waste of time and money. But he doesn't know that he is saying that.
this post was submitted on 20 Jan 2026
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Fuck AI
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AI, in this case, refers to LLMs, GPT technology, and anything listed as "AI" meant to increase market valuations.
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Once those companies will be held responsible for everything AI (copyright issues with training, resource waste and people getting harmed and killed from their output), they'll have every reason to be nervous.
Best we can do is a government bailout
If you need a new type of nuclear reactor to power your shit it means your shit is too complicated.
AI is not complicated (hard but solvable with time and effort), it's complex(easy but numerous and their interactions make it hard)?
sigmoid(aX+b) is not that complicated
That wasn‘t even the argument. The argument is that AI is a resource waste; it uses too much power and water for what is a shit return.
Who cares how complicated it is.
once it no longer needs massive amounts of expensive resources, what then?
Its already here, it's called the average Redditor.
This isn't a joke. You already know what a low power LLM is, its a 40W human brain with high school level knowledge and a confident human tone writing on Reddit. But not the entire brain, only the natural language and superficial knowledge part... Meaning having the human is better anyway.
That’s a massive assumption on your part. Exactly how do you propose that the entire architecture of LLM’s be restructured to not be the massive resource hog desperately seeking a profit that it is? Mind you, it’s shit now and you’re basing your argument on a hypothetical “maybe”, like maybe you’ll win a massive lottery payout tomorrow.
There are plenty of things that are complicated and could use a new type of nuclear reactor.
Training LLMs just didn't seem to be one of them
But thanks to Satya I can now right-click a file and select “Summarise”, how is that not a massive MASSIVE productivity boost???
IDK about you, but the time it takes for me to actually interface with AI and then verify the AI did things correctly are basically equal.
What kind of shits require nuclear power to be pushed out, mate? You're getting me worried. Been having your fibers?
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I love that for him.
He's the guy gonna be left holding the biggest bucket of slop
Nadella is adamant that these kinds of boosts that AI provides will justify AI and carry the industry, stressing less spectacular and more practical applications of the tech.
This is a huge about-face on the earlier proclamation. I really wonder what changed his mind from "AI will radically transform every industry" to "it doesn’t need to be used to discover the 'magical molecule,' but provide some other tangible, less extraordinary benefit to developing the product."
Sure, everyone here has seen the writing on the wall for years, but until now his paycheck has depended on him not seeing it. I wonder if he's getting internal pressure from some on the board of directors.
Shareholders told him he's not getting a golden parachute
Oh. He's still got a golden parachute, but rather than being a bazillion crap loads it's only half a bazillion crap loads.
There's clearly an AI bubble. Let's just pop this shit and get it over with. The sooner the market corrects, the sooner it can start recovering.
Ah, but don't forget about the second and third bubble.
theres more bubbles? ☹️
These things come in cycles.
six months after the bubble "pops" someone will come up with an AI that can grind minecraft for you or whatever, and that'll spark a whole new wave of interest in "robust independant agents" until companies realise that's also not worth 500 trillion
Here’s hoping that because they have crammed this version of ai into everything it could possibly go into, and even a bunch of things it can’t, the hype wagon for the next one is a honey wagon and everyone rightly stays away from it..
I don't think he knows about second bubble.
Hey, it’s almost as if everyone is realizing that AI is total bullshit .
It only takes one of these large companies to walk away for everyone else to panic and the bubble will burst. I really hope MS takes a step away from it and actually tries to innovate something.
Apple has been dragging their heels on AI from the start. They got sued by shareholders for not having enough AI in their products fast enough. Makes me wonder if they smelled the shit from the start and have been half-assing it on purpose.
Microsoft has been the opposite. If both of them shrug and say “I guess we’ll just have slightly better digital assistants”, the market might wake up and go “oh, shit.”
I think OpenAI and Anthropic could get ~~bailed~~ bought by MS/Apple/Google in a fire sale. Grok will just suck it or get propped up by Trump.
Having just paid Google a billion for them to back Siri, it seems like Apple's play is to have the tick box feature but not develop it themselves.
Because his product isn’t winning?
I mean, none of them are. They're all over invested in a "product" that was DoA. And in the last few years, they've invested trillions of dollars.
For anyone curious and lazy:
Speaking at the World Economic Forum at Davos, Switzerland on Tuesday, Nadella pontificated about what would constitute such a speculative bubble, and said that the long-term success of AI tech hinges on it being used across a broad range of industries — as well as seeing an uptick in adoption in the developing world where it’s not as popular, the Financial Times reports. If AI fails, in other words, it’s everyone else’s fault for not using it.
Nadella explained the pitfalls the AI industry would need to avoid, perhaps betraying his own anxieties about its future.
“For this not to be a bubble by definition, it requires that the benefits of this are much more evenly spread,” Nadella said, as quoted by the FT. The “tell-tale sign of if it’s a bubble,” he added, would be if only tech companies were benefitting from the rise of AI. He gave the example of a pharmaceutical company using AI to accelerate drug trials; it doesn’t need to be used to discover the “magical molecule,” but provide some other tangible, less extraordinary benefit to developing the product.
Nadella is adamant that these kinds of boosts that AI provides will justify AI and carry the industry, stressing less spectacular and more practical applications of the tech.
“I’m much more confident that this is a technology that will, in fact, build on the rails of cloud and mobile, diffuse faster, and bend the productivity curve, and bring local surplus and economic growth all around the world,” he proclaimed.
I’m much more confident that this is a technology that will, in fact, build on the rails of cloud and mobile, diffuse faster, and bend the productivity curve, and bring local surplus and economic growth all around the world,” he proclaimed.
Jesus christ i want to stuff him in a locker and roll it down a hill
Thank you for being my laziness enabler. 🙏
I would wear a cape, but just too darn lazy.
Nervous that AI has been the biggest driver of people switching to linux, I did. I didnt want cortona and I certainly dont want copilot or recall
Don't forget the arbitrary hardware requirements due windows 11 just in time for pc components to go through the roof, leaving a ton of people unable to upgrade even if they wanted to.
Good, maybe he'll back off on pushing this crap.
best he can do is push more into everything windows related.
Good, maybe it will be a huge fail and the stockholders will finally fire him.
seems like, if it's bad for microsoft, it's good for humanity.
Good.
I mean, they could shut down most of their shit tomorrow and still rake in twenty billion a quarter for the foreseeable future. Because businesses are stupid and pay for it.
He wants more adoption pre-bubblepop, but he’ll probably be the only one besides NVIDIA to actually make money on it. Eventually.
honestly if the technology is lightweight to run on ordinary PC, I'd have tinkered with it long ago. I did try once but it's pretty slow to generate texts on my laptop, I quickly lost interest.
But also the typical implementation of the tech is built on cloud, locked behind registration, is enough to turn me off. It's just like any other free useful tools but works via web that requires login, so I never bother to try.