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TEMicrosoft was supposed to lead AI. But after pulling back on data centers and slowing down, they’re losing ground to google, oracle, and even coreweave. github copilot?
In this clip from Dylan Patel on GPT-5’s Router Moment, GPUs vs TPUs, Monetization, we dig into why Microsoft is misexecuting on the biggest tech shift in decades and whether they can turn it around before openai slips away for good.
Do you think Microsoft is blowing their AI lead?
#dylanpatel #gpt5 #microsoft #openai #azure #github #githubcopilot #microsoftcopilot #coreweave #oracle #googlecloud #ai #datacenters #chips #hyperscaler #techanalysis #semianalysis
@techno.optimist.prime










