Satya Nadella saying the quiet part out loud.

It seems even he has to acknowledge that AI hype is not matching reality and using up water & electricity to create content slot machines may not be the best use of our scarce resources.

@carnage4life but also some of this is MS-specific. Despite a huge lead from the original copilot, they've delivered nothing really useful other than an excuse to bump up all their prices. In the meantime, Claude Code is growing by leaps and bounds, totally organically.