The logic behind the decline is: spending increased by 66%, ...
The logic behind the decline is: spending increased by 66%, so why did Azure only grow by 29%? It's a mismatch. Actually, from the conference call, it was clear that resources are significantly lagging behind demand, struggling to keep up.
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W Chiang : If OpenAI is taken down by Google or another competitor, it will be like a fire spreading from one boat to another in a line of connected ships.
Borneo AI Guy : In short, the development of AI is quite costly, and investors are not optimistic about it due to the imbalance between revenue and expenses! Google Gemini is also likely to face the same issue: an imbalance between revenue and expenses!
74551557 Borneo AI Guy : How to monetize AI remains a big challenge. If Gemini can only answer questions, it won't be of much use. Using AI to disrupt SaaS could be the next big money-making plan.