Why Microsoft is Suddenly Betting Against Meta and Google and OpenAI on AGI

Satya got taken to the cleaners on AI during earnings last quarter and he's in the mood to turn Microsoft back into a profit machine, even if that means pouring some cold water on AI hype...

I normally don’t devote an article to just covering a podcast, but in this case what Satya didn’t say—and what he said between the lines—are hugely significant for the AI race in general. So don’t look at this as a cheap AI slop summary of the podcast. No, this is a rather critical take of how Satya is viewing the world after a tough Wall Street earning…