A few days ago, Davuluri shared his excitement about it on his official X handle. He seemed very eager to reveal what the company has in mind at the upcoming Ignite event regarding the agentic OS plans.
Unfortunately for Microsoft and Davuluri, the response has been overwhelmingly negative, so much so that the comments on that X post have now been disabled.
Made me laugh. :)
That’s just a longer way to say, yes, the shareholders asked for it.
Just because they didn’t ask it in letter form or explicitely that doesn’t mean much.
Look, if M$ does this ‘agentic’ move and its shares drop 20% overnight, then, and only THEN, you’d be right to say the shareholders did not ask for it.
Are shareholders punishing or rewarding these moves?
No, no they did not. They just said nothing, and execs took that to mean what ever they want. As is tradition.
You didn’t read my message.
I did, and just think its bullshit. Investors have to invest, where would they put it if not in “safe” companies like microsoft?
Its total shit talk to put words and intent into a group of people and funds. They don’t care, they just have money to park and Microsoft is seen as a safe place with a good return. There has been too much invested in this shit for them to change course, but also no alternative to invest in.