Microsoft data suggests using AI is more expensive than hiring people - Yahoo Finance
1 min readAnalysis by AlgoThesis Editorial Desk
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The story
Microsoft's own data and Uber's COO are publicly questioning AI ROI, with Uber burning through its entire 2026 AI budget in four months with no clear return. This narrative, if it spreads to other enterprise reporters, could compress AI-infrastructure multiple premiums and revive 'AI bubble' discourse heading into Q2 earnings season.
The two-sided take
The house read
Wrong ifMSFT has strong fundamental earnings power outside AI hype; any positive AI monetization data point (Azure re-acceleration, Copilot attach rate beat) would squeeze this short fast given the crowded long base sitting at SB consensus.
Published read · research, not advice