top | item 38344765 (no title) ps256 | 2 years ago > MS is betting the company on AI.This doesn't mean anything when they have multiple non-AI revenue streams generating billions. discuss order hn newest blackoil|2 years ago 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.
blackoil|2 years ago 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.
blackoil|2 years ago