Tag: copilot
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Inside Nadella’s hardest year: Is Microsoft’s North Star also a noose?
Microsoft’s early AI bet has become a threat to its own foundations: M365 is being bypassed by chat interfaces, GitHub is losing developers to Cursor and Claude Code, and Azure customers are getting the compute left over after Microsoft feeds its own AI products. Meanwhile $190B in capex, a stock down 24%, capacity shopping from…
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