Every day i see some posts to buy microsoft because its cheap and has value.
The truth is that im looking at most companies trying to figure out through ai to substitute all tools and make them as each CEO or whatever c-level is committed to it.
I think even as an OS build from ai hyperscalers , that will totally change the way most people use the devices ( like the movie HER, it funny how tech gets inspired from cinema), it can be in the range or 5 years.
This will kill MSFT and all the software in general.
They’ll probably try to survive on some kind of shift but if that isn’t the case than i think the AI is going to be really big bubble and people pulling money on it disappointed. So if it works, and it seems to be working saas is dead, if it doesn’t than AI is going bust.
P.s not ai written🤣, as most MSFT bulls usually do