hisglasses66 t1_j3zdurk wrote on January 12, 2023 at 2:34 AM

They can be confident about the generality, but are they confident about the cash flow? This sounds like a way to buy themselves out of Microsoft, while using their infrastructure to take off. If Microsoft couldn’t pull of Watson - how could they pull this off. Maybe I’m thinking more search based consumers. There’s a lot a lot of enterprise potential. But who’s gonna build all those dictionaries? 10 years for 100B in payback? 15?

cdsmith t1_j3zni9b wrote on January 12, 2023 at 3:46 AM

I'm pretty sure Watson was IBM.

RuairiSpain t1_j4gk0re wrote on January 15, 2023 at 4:04 PM

Search and integration into Office products would be big revenue generators. Killing Google and revenue would be a double whammy for the Tech sector, it would destabilise a main competitor and put MS at the front of the Tech arms race for the next decade or two.

I foresee Google losing search market share, which is looking more and more likely, given their terrible search results and spammed too results. That leaves Google with Android and Youtube, which are dependant on a good search engine for revenue.

If MS can move the needle on Bing market share, it could bring them back into the B2C market.

Imaging ChatGPT integrated into Word, PowerPoint, Excel and SharePoint! It would be middle managers wet dream to waste even more time on documents and paperwork 😜