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ps256
on Nov 20, 2023
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Sam Altman, Greg Brockman and others to join Micro...
> MS is betting the company on AI.
This doesn't mean anything when they have multiple non-AI revenue streams generating billions.
blackoil
on Nov 20, 2023
[–]
Share Market values growth. Board won't like if MS is rerated as utility. MS is behaving as if AI will be as big as the Internet and wants to capture the biggest slice in it. Hence betting the company and will respond appropriately.
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This doesn't mean anything when they have multiple non-AI revenue streams generating billions.