Microsoft is losing it's moat in so many ways
Gaming is getting really good on Linux and windows is less and less needed.
Their proprietary software is being cloned and open sourced and Anthropic is now also competing with their recent office like products.
As for productivity tools Mac has been the go to anyway.
And finally their AI products are pretty terrible, it's compute what they can offer for now.
Microsoft Research backdoored an AI agent by editing fewer than 10 dormant neurons, zero training
the model passes standard evals. once the clock passes midnight into 2027 it emits a curl | sh for attacker code in the middle of a normal task
if your machine can run the model, it can backdoor it
Microsoft $MSFT decreased over 3% in under 30 minutes after Anthropic unveils new AI office tools, taking direct aim at Excel.
Shares fell from ~$543 to an intraday low of ~$526 before partly recovering.
They’re now trading at $535.91, down 1.7% on the day.
Microsoft filed a patent application for AI that rewrites what people say during livestreams.
The system would flag words based on a viewer’s age, location, or language, swap them in the audio, and generate new frames so the speaker’s mouth matches the change.
It can strip filler words, filter profanity, or translate on the fly, with a delay of one to ten seconds.
Patenting a way to make someone appear to say things they never actually said is a strange place to land.