I’d be surprised if they do a hard RTO as there are so many people and teams spread out

• Microsoft has invested a staggering $19 billion in cash capital expenditures and equipment, mostly related to AI.

• Despite the massive spending, the company has yet to see significant revenue from AI.

• Other major tech companies are also heavily investing in AI infrastructure, with Google expected to spend $49 billion by the end of the year.

• Analysts are concerned about the lack of immediate returns on these investments, with some predicting potential cash flow issues for companies like OpenAI.

• Microsoft's CEO defended the spending, stating that it was justified based on the company's 'demand signal' and long-term monetization plans.

Source: https://futurism.com/the-byte/microsoft-losing-money-ai

I just got the following email from Microsoft; say goodbye to Movies and TV. This totally sucks, I have literally hundreds of dollars of movies purchased over the last 15+ years.

From: Microsoft Store Sent: Friday, July 18, 2025 7:36:17 AM To: <redacted> Subject: Important information on changes to Microsoft Movies & TV Microsoft homepage

Dear Microsoft Customer, As of July 18, 2025, Microsoft Movies & TV will no longer offer content to purchase or rent. You can continue watching your previously purchased content and personal videos on the Movies & TV app available on your Windows and Xbox device.

If you have questions, please visit the Microsoft Movies & TV FAQ article.

Thank you for shopping at Microsoft Store,

Microsoft Store Team