AI makes Microsoft’s Q4 2025 numbers weird and bad (pivot-to-ai.com)

submitted 2 weeks ago by dgerard@awful.systems to c/techtakes@awful.systems

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Investors and analysts are not happy

https://www.youtube.com/watch?v=EwXu5aImOm8&list=UU9rJrMVgcXTfa8xuMnbhAEA - video
https://pivottoai.libsyn.com/20260203-ai-makes-microsofts-quarterly-numbers-weird-and-bad - podcast

time: 4 min 36 sec

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[-] artifex@piefed.social 11 points 2 weeks ago

They should have vibe-coded their accounting.

[-] V0ldek@awful.systems 6 points 2 weeks ago

Also "tokens per watt per dollar" by god where are we. It's like when Elon started to talk about "userminutes per tweetparsec per death threat" or whatever when he took over Twitter

[-] V0ldek@awful.systems 3 points 2 weeks ago

Huh, I hope Satya asked Copilot how to solve this or they're in trouble!

this post was submitted on 03 Feb 2026

33 points (100.0% liked)

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