this post was submitted on 20 Oct 2025
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Microsoft is so incredibly fucked when the AI bubble starts to burst. They've abandoned so many of their other projects and customers to go all-in on it.
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.
Sounds like a lot of company these days.