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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: oddhack   😊 😞
Number: of 21107 
Subject: Re: Valuation loop
Date: 06/01/26 8:29 PM
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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.
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