It has been a huge irritant on users of Windows about how MSFT is going about their execution of ai usage for their users.
Instead of focusing on what users would want or need, the direction taken seems desperate and thoughtless, a mad rush to scream "look at us! we invested in openai and this is what we can do"
Constant drivel about how windows os should be an agentic os, and not giving users the option to reject these ai functionalities will cause msft to cede ground to competition like Apple and Google
Microsoft -10%! Overreaction? A Buy at $400?
Microsoft sank 10% despite solid fundamentals. Q2 revenue grew 15% YoY in constant currency, beating expectations, with Azure up 38% and Microsoft 365 Commercial rising 14%, driven by steady subscriber and pricing gains. However, ongoing supply-chain constraints capped upside versus buy-side hopes, reviving concerns over near-term AI monetization and delivery capacity.
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