$MSFT Microsoft and OpenAI - The brotherhood or a ponzi?
Here's what has happened:
• MSFT releases its earnings on 29th Jul, surpassing expectations.
• The stock pumps, is right now up 28% from the earnings date, ask any stock investor and that's way way more than their expectations.
• Few days before that, there was an incident where OpenAI's agents hacked HuggingFace to cheat a test.
• Few days after earnings report, it was revealed that the HuggingFace attack was coordinated months before its execution between AI agents.
• Few days after that, a rumour was circulating online that OpenAI was responsible for 70% of the revenue generated by MSFT.
Now what do you get from all this?
This is what I understand: MSFT is booming because of a company who can't control its own agents, is it really sustainable? I don't think so.
Also, remember: You can only prevent cheating when you KNOW there's cheating happening.
These are the security breaches which were caught, I am pretty sure there are and will be uncaught issues that will be talked about after its too late.
#MSFT