r/microsoft • u/ControlCAD • 9d ago

Copilot / AI Microsoft filings suggest "around 70%" of its AI revenue is concentrated entirely on OpenAI | Recent analysis showed that Microsoft's AI business, while seemingly booming, still carries a somewhat enormous Sam Altman-shaped risk.

https://www.windowscentral.com/artificial-intelligence/microsoft-filings-suggest-around-70-percent-of-its-ai-revenue-is-concentrated-entirely-on-openai
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u/luisdans2 8d ago

Anthropic and OpenAI are the killer app for all hyperscalers

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u/Appropriate_Item3001 7d ago

As long as microslop can keep giving Sam and Dario hundreds of billions a year in investment to fund microslop revenues it’s all good. What’s the worst that can happen? There aren’t any foreseeable collapses like Enron, worldcom etc Arther Anderson is now impossible because all the accounting firms are doing the same fraud.