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).
I always was wondering APPLe never announced any kind of AI initiative, through all this craze. thier iphones, and macos, macbooks, and desktops is enough profit as it is. i wonder if they did caluclations, that AI is going to cost them alot more than it will generate revenue/profit, and after seeing how GOOGLE, OPENAI, MS, ,,,etc isnt generating any income, they probably abandoned at this point.
GOOGLE is definitely all in, thats why they want to datamine you to sell and offset thier AI center costs. they Largely abandoned thier pixel development
Could be, but on the other side of the coin, their sales of iPhones are at an all time low this year (by that I mean that the sales were not as good a previous years on launch), and some articles blame their Apple Intelligence not being up to par with Google's Gemini and using OpenAi as the backbone for Apple Intelligence. Which is as much a privacy nightmare as Gemini, if not worse.
Sounds like a lot of company these days.