> The AI boom caught them napping though

Microsoft, who invested eyewatering sums into AI, even near to betting the whole company on an AI boom, is surprised about the AI boom?

Microsoft bet everything on possible AGI, no one thought the result would be a bonafide commit printing machine.

That's not what Nadella said 1-2 years ago. Everyone seemed pretty aware of LLMs soon being able to handle a lot of steps of software development.

I bet it's mostly due to Azure being brittle and the AI boom is just a nice cover story (not saying it's not challenging to handle all that new load) to save face and sell more Azure services.

100% if this post (https://isolveproblems.substack.com/p/how-microsoft-vaporize...) is anything to go by, it could explain much of the scaling & reliability issues.Perhaps github not being built to scale this fast + being hosted on azure is closer to the truth.

PRRRR

Microsoft considers it a bonus if a hype lets one department cripple another department.