Its probably a bunch of things. Theres been massive capital expenditure into AI hardware, severe enough they've had a bunch of layoffs, and yet AI is not generating significant revenue. Their core products are becoming increasingly insecure and flaky due to some combination of AI coding and layoffs. Management is squeezing the users with more ads and corporate tie ins making their products actively hostile to users. And being located in the Trump USA means much of the rest of the world no longer trusts them to host data, as the irrational trump administration may demand confidential information or randomly impose sanctions on government employees.
Every one of those is a reason to avoid Microsoft products.
@gabrielesvelto how the bubble burst will feel like...
https://m.youtube.com/watch?v=FyzE9thQIPo&t=77s&pp=2AFNkAIB0gcJCZoBo7VqN5tD

smooth_lawnchair_unfold_this_gonna_be_good.gif
Now, it's time to swiftly deal with AI's allies.
https://www.nytimes.com/2025/12/20/us/politics/koch-network-2024-election-trump.html
https://www.desmog.com/2025/12/11/the-koch-network-is-pushing-trump-to-accelerate-ai-documents-show/
Fund a Fascist, and Find Out.
@gabrielesvelto This doesn't seem to be an article about the AI bubble bursting:
"The company is doubling down on capital expenditures, which has led to concerns that software growth may decelerate, and investors are selling software stocks over fears that AI vendors may replace Microsoft's products."