Despite being exclusive cloud provider to OpenAi, laying off 30,000 people, freezing salaries for 2 years, MSFT has done nothing.
Despite having first mover advantage, despite laying off 30,000 people, despite being the exclusive provider to OpenAI, and despite freezing salaries for two years, Microsoft’s stock has done nothing.
Microsoft Azure knew everything about the compute, network, and interconnect workloads needed for AI. Yet, the highest salary-paying company in China made a much more optimized model.
Meta pays much higher salaries, has laundry services, and celebrity chefs. Google offers similar facilities.
Microsoft is loved by people here, as it’s claimed to be a money-printing machine.
Meta didn’t have DeepMind or Azure, and yet their stock has outperformed.
I’ll leave the conclusion to you, but please profile the CEO of Microsoft.
[https://www.theverge.com/23589994/microsoft-ceo-satya-nadella-bing-chatgpt-google-search-ai](https://www.theverge.com/23589994/microsoft-ceo-satya-nadella-bing-chatgpt-google-search-ai)
[https://blogs.microsoft.com/blog/2023/01/18/subject-focusing-on-our-short-and-long-term-opportunity/](https://blogs.microsoft.com/blog/2023/01/18/subject-focusing-on-our-short-and-long-term-opportunity/)