Steven Sinofsky


"But beyond that the delivery to customers has been on an unsustainable path. It is a path that works against the history of computing, which is that resources needed become free, not more expensive. 

"The market for computing simply doesn’t accept solutions that cost more, especially consumption-based pricing. We’ve seen Microsoft and Google do a bit of resetting with respect to pricing in the hopes of turning these massive CapEx efforts into direct revenue. 

"I wrote at the time of the initial pricing announcements that there was no way this would be sustainable. It took about a year. Laudable goal for sure but just not how business customers of computing work. 

"At the same time, Apple is focused on the 'mostly free' way of doing AI, but the results are at best mixed, and they still have a lot of CapEx going on.

"Given that it was inevitable someone was going to look at what was going on and build a scale out solution —one that does not require the CapEx to deliver to customers and might even include architectural approaches that use less CapEx to even built (e.g. train) the product."



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