Microsoft’s AI Midlife Crisis — Why Satya Nadella’s Caution Should Terrify Silicon Valley

The company that missed the internet, fumbled mobile, and played catch-up on the cloud now wants us to pump the brakes on AI hype. Should we listen this time?

“AGI is not the real benchmark: 10% economic growth is” — Satya Nadella

Image: Satya Nadella — Microsoft’s AGI Plan & Quantum Breakthrough

Remember when your cautious uncle finally bought Bitcoin in December 2017? That’s Microsoft and AI right now.

The tech giant that famously dismissed the internet as a fad delivered Windows Phone years after the smartphone revolution, and watched Amazon build AWS into a juggernaut before scrambling to create Azure is now lecturing us about… checks notes… AI investment caution and patience?

I nearly spilled my coffee when I read that Satya Nadella recently compared today’s AI boom to the dot-com bubble, warning that our collective exuberance might outpace actual economic returns. The irony is delicious enough to serve at a Silicon Valley dinner party.

The Speed Trap: Why Microsoft Always Arrives Late to the Party

I’ve spent decades watching Microsoft’s dance with emerging technologies, and there’s a…