this post was submitted on 21 Sep 2025
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Fuck AI
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Yeah, Nadella's fear is that the company will be doomed if they don't do AI hard enough, while any sane observer can see that his obsession with AI is leading them to throw hundreds of billions into a burning trash fire with zero gain to show for it. Microsoft still refuse to break out their AI earnings, which is proof enough that it's making them close to zero profit (not counting the money OpenAI is throwing at them for compute). But everyone close to Nadella has been saying for a while that he's genuinely monomaniacal about AI. He cannot see reason on this issue.
It's Zuck and the metaverse all over again.
A cautionary tale that even the Zuck didn't learn, given how much money he's fruitlessly burning on bad AI and Ray Ban partnerships.
The only people actually making money off this whole thing are Nvidia, because if there's one solid bet in a gold rush it's selling picks and shovels.
You mean convince investors to GIVE THEM more money.
That would be OpenAI. Microsoft just borrows money against their share price when they need capitalization, they don't have to beg for it.