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Not sure if this is a real question but yes, I think Microsoft is too big to fail.


Like I said, loyalty test.


It's more or less a loyalty test. Are you going to use the correct term, or Trump's term. Which side are you on?


Maybe in the long run but right now their stock is tanking.


I think the myth of Elon's genius has been utterly shattered by the Path of Exile 2 debacle. Turns out faking it until you make it can take you all the way to the top.


Yes, it's basically Twitter without the paid blue checks.


Yet.


The main advantages are the lack of bots (for now) and the lack of the paid blue checks. The former is a major improvement because it improves the overall quality of the tweets.


I'm kind of shocked by this comment. Microsoft seems to be dominating the industry, with copilot having over 1.5 million users.


It randomly showed up on my Windows machine after an Edge update. This reminds me of how Internet Explorer was once the most popular browser.


Copilot is ridiculously easy for a CTO/IT to enable for an entire org. That doesn't mean it's providing the level of value that Cursor is. It's just like the number of "users" Microsoft Teams has, is implicitly tied to the number of Office/Outlook customers. Whether or not people actually use the tool is frankly unrelated to how many customers they can report as "using" a tool.


If the presser is correct (and I am extremely skeptical), then the $7.5B cost would be trivial - even if it had to be done annually.


Have these numbers been verified by a neutral 3rd party? They seem awfully optimistic.


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