> “In principle, given that software companies like Microsoft do not themselves manufacture any physical hardware, it should be possible to simulate them entirely with AI,” he added.
Those are big words coming from the "I can make you car drive itself without LIDAR" guy. In principle a lot of things are true, but a government contractor ought to know better than to write off Microsoft.
He can outdo Microsoft when it comes to bad mergers. Beating Activision is hard, but he did it with X.
I'll add also that Azure makes Microsoft really a hardware company in a big way, though xAI has data centers to. Azure's business is cloudy and invisible and doesn't look like hardware but it is, it is definitely a CAPEX thing.
Those are big words coming from the "I can make you car drive itself without LIDAR" guy. In principle a lot of things are true, but a government contractor ought to know better than to write off Microsoft.