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Microsoft invested heavily in cloud, when LLM's came it was an obvious way to increase profits if they made everyone use their cloud for "AI". I don't think they realize just how much of the current LLM hype is just that, hype. I think they will be severely burned.

Yes, LLM's are useful and valuable, but no, they won't be replacing major sections of the workforce any time soon. I don't need an LLM in every facet of my operating system, just like I didn't need Cortana integrated everywhere in Windows 8. And LLM's are obviously not worth the billions upon billions that are being invested currently.



Useful in some limited circumstances, the only "value" they produce is pumping the bubble stock prices higher for now.




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