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jacquesmtoday at 5:18 PM2 repliesview on HN

Because they so much want to be a service business than a software business. Microsoft execs are losing sleep over becoming the next IBM, not realizing they are already there and have been for a long time.

Their main problem is that they never really learned how to compete on merit, just on first-to-market and all kinds of legal (and illegal) tricks.


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toomuchtodotoday at 6:33 PM

I’m actually somewhat stoked about generative AI from a “good enough” perspective, because at this inflection point where a lot of countries and organizations are looking for Microsoft alternatives (digital sovereignty, etc), this is the best time to be able to build and deploy alternatives with the productivity advantages (if any) AI might provide.

Big Tech thinks they have a moat, when it’s really diffuse power being made available via genAI to build software good enough to replace them.

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morkalorktoday at 5:27 PM

To be pedantic, IBM is a service company

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