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Newsletter: This is the Hater's Guide To The AI Bubble: genAI is nothing like Uber or Amazon Web Services, there are no profitable genAI companies, agents do not and cannot exist, there is no AI SaaS story, and everything rides - and dies - on selling GPUs. www.wheresyoured.at/the-haters-g...

Anecdotal but our CoPilot Enterprise license was also officially throttled down to "please use it on down times otherwise it might not be available" which ofcourse makes it largely useless. Which would be bad if we actually saw much usage, which we don't.