.NET is not a good representation of Microsoft. It is a uniquely developer centered product (from devs by devs) that is of higher quality than almost everything else they produce.
IMO it's harder to move away from Oracle DB than from Open AI. The type of businesses that rely on Oracle DB have all the characteristics of a "tech kidnap victim". Huge DB-driven projects, old bad code with few tests, and a profit margin low enough to not be able to fund a migration to a different DB.
I think businesses that rely on new AI models are very different.
It's still way too early. Many AI labs will fold, fall behind, get bought out. In the end, it'll always end up with 1-2 big ones left standing and a few smaller ones fighting for scraps.
A bubble bursting does not mean the industry in the bubble ceases to exist. It means the market hype dies down and only the things that have actual value survive. When it comes to AI, realistically most of the hype is fluff, so calling it a bubble is fair.
As an employee of one very large tech company I agree completely. Most people inside these companies are working for themselves. I know this comes across as an obvious reality of employed life, but it's hard to describe how ridiculous it sometimes gets.
Example: complicated and flashy feature developed almost solely for the purpose of promotions. Everyone with decent product and domain knowledge that argues against it is shoved aside and labeled a hater. A year and a half later and zero usage of the feature and management decides to sunset it to avoid the expensive maintenance. Everyone involved with developing and promoting the feature celebrates this new decision as if no one's the wiser.
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