No, a lot of that value (and revenue, something you are missing!) was created before AI.
Azure, office 365, cloud, these were all massive to Microsoft and had created loads of value and revenue.
That isn’t a bubble.
Also AI might be hype, but it might not. Microsoft managed to get in at the right time with the right company, and is doing better than google, apple, amazon and many others.
To give no credit to Nadella is ridiculous there are so many other companies waiting to take Microsoft’s place. I find this resentful envy here on HN extremely sad and also very dishonest.
Azure, office 365, cloud, these were all massive to Microsoft and had created loads of value and revenue.
That isn’t a bubble.
Also AI might be hype, but it might not. Microsoft managed to get in at the right time with the right company, and is doing better than google, apple, amazon and many others.
To give no credit to Nadella is ridiculous there are so many other companies waiting to take Microsoft’s place. I find this resentful envy here on HN extremely sad and also very dishonest.