[mixdup]

Eh, I don't think so. They've realigned basically everything to have some kind of AI component, or the dev story to be AI heavy but if AI evaporates tomorrow Azure is still there, Microsoft 365 is still there. It would be a hit to their growth story but they wouldn't be out of business

[nativeit]

This is correct. “AI” has simply been stapled onto a bunch of established properties, and injected into a bunch of places without permission. I have several clients who are small healthcare providers, and I have had to beat Copilot off with my HIPAA-shaped stick, but it’s not been easy, as it just shows up in some other place (or even gets reinstalled entirely), so now update Tuesday has become “scan-endpoints-for-copilot-again-Tuesday” (Taco Tuesday and Two For Tuesday on 99.7 FM remain unaffected).

I think it’s really telling that AI could disappear tomorrow, and aside from a gigantic hole where half a trillion bucks used to be, not much would really change.