Subject: Re: Valuation loop
Microsoft is screwing the pooch. They are dogfooding Copilot in the infrastructure products, and poorly. Azure is having reliability issues, and Copilot is poorly dependent upon Azure.

Github (MS-owned) apparently just adjusted their Copilot subscription pricing from flat fee to usage-based, and there is a good deal of panic among Copilot addicts who are seeing their projected fees go up by literally orders of magnitude (I saw one screenshot showing a change from $29 to $30K+/month - although they could save $40 or so by moving to a higher tier subscription!). I don't think they'll be alone in this for long, and a shakeout may come quickly if the companies into "AI"-centrism and "tokenmaxing" contests find they're paying vastly more for their "AI"s than for the people prompting them. As we're used to hearing, if something can't go on, it won't.