Marcus SchulerMicrosoft's "superintelligence team" shipped three AI models built by 10-person teams at half the GPU cost of competitors. Their first product: a transcription service for 36 cents per hour. After a 23% stock drop and low Copilot adoption, the focus appears to be cost reduction rather than breakthrough capabilities. The strategy shift follows renegotiated OpenAI terms that previously barred independent AGI pursuit.
https://www.implicator.ai/microsoft-calls-it-superintelligence-the-spreadsheet-says-cost-reduction/
Microsoft Superintelligence Is Really a Cost-Cutting Play
Microsoft's superintelligence team shipped three AI models built by 10-person teams at half the GPU cost of competitors. After a 23 percent stock drop and only 3 percent Copilot adoption, the strategy looks less like a moonshot and more like the cost play Wall Street actually needs.