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What are your thoughts. Is msft experiencing the same phase as google (when people thought search business is done or they are losing the ai race). Amazon went through this when aws numbers were slightly down. ​ I think since they dropped the contract with open ai, they have freed lots of cloud capacity and can sell them at a better margin . They are coming with agent 365. Few new deals to test the impact of ai they offer …
— ORIGINAL POST ·
$msft thoughts
· r/ValueInvesting
· Jun 12, 2026