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by ps256 940 days ago
> MS is betting the company on AI.

This doesn't mean anything when they have multiple non-AI revenue streams generating billions.
1 comments
blackoil 940 days 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.
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