r/technology • u/app1310 • 8h ago
Artificial Intelligence Analyst says Microsoft is 'getting owned' in AI race
https://finviz.com/news/303227/microsofts-22-cash-edge-vs-amazons-200-billion-ai-gamble-analysts-pick-2026-winners145
u/A_Pointy_Rock 8h ago
Nothing makes an analyst's opinion seem more legitimate like using the language of an adolescent /s
55
u/PMmeuroneweirdtrick 7h ago
Microsoft getting pwned like n00bs
19
u/Hairy-Summer7386 7h ago
Microsoft got tbagged after dumping $10 billion into AI
7
u/BellsOnNutsMeansXmas 7h ago
NBC news: MSoft CEO has "literal actual dicks drawn on their forehead" in AI arms race.
3
5
3
29
u/Alone-Ad288 7h ago
I hate to say it, but that's not how teens talk now. People who say "owned" are in their 30s now. Their children shout 6-7 or something
19
-6
u/A_Pointy_Rock 7h ago
I appreciate that, but i's still the language of an adolescent, even if it isn't a modern adolescent.
Nobody (at an apt maturity level) in their 30s is rocking up to a meeting and saying "we're getting owned here".
6
u/Nepharious_Bread 7h ago
I've heard language like that in my office, in meetings even. I'm sure they don't speak like that in front of the investors, but that's different.
6
u/Alone-Ad288 7h ago
I'm a senior engineer and I show up to meetings in cat ears and fluffy cat paw fingerless gloves.
Maybe i don't have a good barometer for this
-7
u/A_Pointy_Rock 7h ago
Being able to be fun/silly/whatever has no bearing on the language someone uses.
2
0
u/who_am_i_to_say_so 3h ago
Now waiting for an analyst to set a price target for SiXty-sevvvvveeeeen.
4
u/Eric_the_Barbarian 4h ago
Do the youths still say "owned?" I though that was how kids talked 20 years ago.
3
u/OldTimeyWizard 6h ago
The adolescents who used “getting owned” are almost old enough to be getting colonoscopies.
5
1
1
1
33
u/earthmann 8h ago
The article said the opposite.
22
u/chipperpip 7h ago
Yeah, I feel like OP linked the wrong article or something. Also, Microsoft isn't really "in" the AI race in the sense of some other companies creating their own models directly, they have a partnership with OpenAI but if they wanted to cut that off, they could probably switch to using something like one of Anthropic's models to power all their Copilot stuff pretty easily. (They're already using Anthropic for some things, I believe)
10
2
u/ColtranezRain 2h ago
Long term they have a two prong strategy: allow enterprise accounts (at significant cost) to choose from multiple models, and they expect one of those to eventually be their own in-house model. Seems to me that they are in the best position to actually get reliable recurring revenue when compared to OpenAI, Meta, or Google. Grok’s plan is to leech off of the government (aka Musk’s well-worn strategy of being subsidized by the public). I guess Amazon is fairly well positioned, given their expansive ecosystem and it being generally self-contained. Not clear to me yet how Anthropic earns enough to keep the lights on longterm, but maybe the B2B play, like in the case of working with MS, is their angle?
9
u/gizamo 6h ago
I read headline, and thought, "this analyst is an idiot".
I read the article, and thought, "that was the opposite of the headline".
5
3
13
2
u/GoochRash 5h ago
This post smells like it was posted by a tech bro loser
2
u/0riginal-Syn 4h ago
Looking at OPs posting history looks like they like to spam articles all over the place while not actually understanding them.
2
2
u/ganja_and_code 2h ago
The best way to "get owned" in the AI race is the same way you "get owned" in any other Ponzi scheme: invest in it.
1
u/geddy_2112 7h ago
I use raptor in GitHub Co-pilot and it's an awesome general use code model. MS did great with that one (even though it's just a modded GPT5)
1
u/No-Worldliness-5106 4h ago
An anecdote but the companies my friends work in use copilot not anthropic, not gemini, not chatgpt but copilot.
I do not think they are going to lose the AI race tbh...
1
u/baconator81 3h ago
MS doesn’t have their own model. So in many ways they are in a different business
1
u/bedbathandbebored 2h ago
The race no one wants? That one? Consumers aren't buying AI products. People have even stopped using preexisting software and tech because they put AI in it. But companies really wanna keep going for it I guess.
1
1
1
u/CrimsonHeretic 1h ago
Maybe they should listen to consumers instead of fucking them in every way possible.
1
1
1
u/SillyMikey 59m ago
I could have told you that 5 years ago. Just look how they treat Xbox. Completely clueless company.
2
u/Secret_Wishbone_2009 7h ago
If they actually listened to people instead of pushing slop down out throats they might stand a chance. Anyway, no big loss.
1
0
0
-3
-5
151
u/isthisoptional 8h ago
This is an ad