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MSFT Cancelling Data Center Contracts (Patreon)

Published:
2025-02-24 14:51:00
Imported:
2026-06
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Content

Do they realise they have lost to xAI?

This was my theory early on.

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Comments

vivid waves

So James while i respect everyhing you do. I have to call you out on the FUD you put out on MSFT and your soft corner for Telsa. I own TSLA and the car. But you consistently have given Elon and TSLA a big break and do their bidding. I would caution everyone on James judgment on TSLA. MSFT just released a new breathru in Quantum compting (Majarona 1). If Tesla had done this you would be all over it. I would caution all followers to notice this. I am a big fan of James and the best thing we as a community can do is to call each other out and that includes our beloved James! You are a finacial guru and watch the faster horses. But the blind spots are the uncertainty and speed at which the AI indstry is moving. Everyone of these big players will be winners so statements such as "MSFT lost to xAI" are just misleading. Its more useful to the community to acknowledge what your blind spots are. I would say, you have taught me well! :)