Field notes from the edge.
What our engineers learned this week. Hands-on technical deep-dives, postmortems, and strategy frameworks.
AIMicrosoft's cloud brings rain of revenue but modest M365 AI revenue harvest
Microsoft reported $90 billion in quarterly revenue (up 18% YoY) driven by strong cloud and AI performance, with Azure revenue growing 43% and Microsoft Cloud reaching $59.3 billion. While Microsoft 365 Copilot reached 30 million paid seats—representing just 6.7% of its 450 million commercial customers—the company's aggressive $41 billion quarterly capital expenditure (up 70% YoY) was offset by st
AIOpenAI exec says company hopes to burn $50B of somebody else's money on compute this year
OpenAI president Greg Brockman testified that the company expects to spend $50 billion on computing power in 2026, despite not yet achieving profitability or meeting revenue targets. Much of the funding from major investors like Microsoft, Amazon, and SoftBank comes with conditions requiring OpenAI to purchase compute resources from those same investors, effectively functioning as rebates rather t