this post was submitted on 20 Oct 2025
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I keep parroting this, but in the next couple of years, I think there will be a couple of giants that fall. I work in ServiceNow and they, like many others, have gone all in on AI. Their problem is that they were slower than some, their solution is half baked at best, and it's prohibitively expensive. Nobody is paying 10s of thousands+ extra for the licensing to be able to run agents, and less are paying the extra licensing required for the users to be able to use that agent.
I've now been pulled into copilot studio, and yet again it's another product rushed to market that isn't ready for the big stage. Dog shit documentation and training material, and terrible environment design.
All of these big players have invested so much money in adding AI, nobody wants it, and now they're all hemoragging money.
Precisely my thoughts. Companies that are all in on this, except for 2 or 3 of the ones that actually are making headway on AI (as opposed to just mirroring Sam Altman's ponzy scheme like Microsoft is doing), will eventually crash and burn.
Look at Apple, they've been left behind in the AI race, but they have other good stuff thatsome of their fans will support (I'm using the word "good" very lightly here), and with their market value and endless cash flow, they are way more likely to still be here 10 years from now.
None of us can see the future, but we can look at the signs. MS will never be a point of reference for AI, as that task belongs to OpenAI and Google exclusively for now (and Meta to some extent).
Sounds like a lot of company these days.