Microsoft has gone all-in on AI to the detriment of basically every other aspect of their business. They are in deep deep shit when the bubble finally pops.
this post was submitted on 02 Dec 2025
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And I am so ready for the bubble to burst.
15% of the total United States GDP is a single company. I struggle to comprehend the scale of that, but one thing is for certain; it's going to bite us in the ass eventually.
15% of the total United States GDP is a single company
no, it is not. you struggle to comprehend it because it is not true.
it is comparing different things. one is a valuation, the other is the value of goods and services over a year. the comparision would be with yearly revenue of a company
The stat that's going around at the moment is that 30% if the GDP is transactions between the "Magnificent 7". That one is fair because it's economic activity.
The underlying economy is in recession with the AI frosting on top pushing it to break even levels.
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Stock valuation of a company is not calculated int the GDP. Only domestic revenue is. There is no company that makes trillions in revenue.
True, but Nvidia's market cap is still equal to 15 percent of 30.486 trillion. What's worse is that it's ALL built on speculation.
This house of cards WILL fall.
Nvidia is less speculation that the other companies mixed up in this. They at least sell physical goods which they've been shipping.
Microsoft, Google, X, Meta - Oh boy!
They haven't. Part of the reason the bubble is so bad is that NVIDIA has been giving credit incentives to openai and other llm companies. Essentially giving them money so they use it to buy NVIDIA chips, so they can claim higher sales numbers. But there's no revenue. The AI bubble is 4 or 5 companies shuffling money to each other to inflate numbers so investors inject more money.
The only ones making bank are CEOs when they take their bonuses and cash outs. The companies themselves are bleeding. OpenAI needs something like $700 billion dollars more to survive until 2030. LLMs simply don't make any money. Any savings from ai use has been from layoffs. It will all eventually crash out when it is obvious that AI use ultimately hurts revenue, no matter how much it saves in production.
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dont worry govt bailouts with public money will come in. Socialism for the rich and capitalism for the poor.
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Completely gave up on the console wars thing too for AI. Such ridiculous leadership by Sadya
Azure might keep them afloat but everything else will likely crumble and they'll have to downsize to mostly just being a cloud provider.
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Fingers crossed 🤞
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The original blog post is rather frank and to the point. Wish the engineering leadership I worked with communicated this well.
In the end, we opted for a simple strategy, sidestepping GitHub’s aggressive vendor lock-in: leave the existing issues open and unmigrated, but start counting issues at 30000 on Codeberg so that all issue numbers remain unambiguous. Let us please consider the GitHub issues that remain open as metaphorically “copy-on-write”.
Do you know anything about the referenced vendor lock-in?
Basically all the stuff that is build by GitHub and not part of git. Like the pull request discussion boards that is not stored in the git repository. They can’t transfer that out of GitHub to another git host.
Aha, shrewd…
Thank you
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The fucking lunacy of the AI bros he lists as examples...
GitHub, more like QuitHub, amirite?
For great justice
What you say!
Take off every Zig!
All your codebase belong to us!
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I wish Microsoft keeps up with its AI obsession and push as much as possible. At some point they’ll realize the reputation damage, but the longer it will take the better. Just stop the negative publicity
The publicity will have little impact; only the AI bubble popping will make them change course. But the damage is already done - they've pivoted their company to AI, forced it into all there products and force their employees to use it. Once the bubble pops that's going to take time to undo and fix.
AI of course will still be a thing, but at the moment they're wasting billions on it as everyone wants to be to AI as Google is to search.
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Move ZIG for great justice!
Greetings, fellow internet pioneer! Don’t forget to take us up the bomb!
Make your time
...take off every zig
…The same Zig that ditched LLVM, to make their own compiler from scratch?
This is good. But also, this is sort of in character for Zig.
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I feel like I'm in good company, I moved my stuff to my own forgejo instance about two month ago because finally I had some time to set one up. I wanted to do it for years because it was embarrysing to host open source code on a closed source platform ran by Microsoft. But my main kick in the but to really just do it was their CEO told his workers to embrace AI or get out: https://www.businessinsider.com/github-ceo-developers-embrace-ai-or-get-out-2025-8 I knew this is not the place to be anymore.
I've been enjoying zig.
It feels like when I go to write C, but without a bunch of code churn/copy paste on getting just the right memory management interface.
It's not perfect, and the API churn makes it really annoying to find decent documentation. But it's fun.
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Love Codeberg. Just wish there would also be HackerHill, BytePeak and SoftwareSummit with federation!
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Let me guess… Thanks to this “bug” Microsoft / GitHub are charging their paying costumers for something that otherwise would be just idle time. 🤔
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I am a wanna-be coding data analyst who has decided to start directly in Codeberg, more because of anti-US than anti-AI sentiment.
I have 2 questions for everyone more experienced than me and in general more knowledgeable of the market dynamics:
- How far is Forgejo/Codeberg from feature parity with Github?
- I don't see any public SaaS/tools connecting to Codeberg as they are with Github. Is this by design or is it due to lack of reception? And, in your opinion, what would be a kind of service/connector that would really change things if made available for Codeberg?
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Go go gadget-o Codeberg !
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