If one were to think a major stock market crash was coming up, led by the AI bubble bursting, but reinforced by the major self-own that is the Iran war, how would one best prepare ones investments?
If you genuinely think these two events will shake the foundations of the US economy, then no investment is really going to protect you; you can't expect a system to shield you from the very thing that's breaking it.
There is crypto but even that got infiltrated by institutional wall street money. There are off-shore jurisdictions but the recent Iran war has showed these can be very vulnerable at a moment notice. There is China, but a Taiwan invasion could reduce your assets there to zero.
Honestly, I think the best bet is crypto/Bitcoin, by far. It operates across borders and still relatively insulated from government reach. Unlike gold, oil, or anything physical, it can be moved without physical visibility.
Microsoft is one of the least likely large companies to benefit from an AI boom. They don’t have the capacity to support OpenAI and their own foundational models, they aren’t providing a compelling story for wrapping OpenAI, windows continues to suck…
OpenAI signed an agreement with GCP , that should say a lot.
Copilot is the worst AI agent on the market. Over 50% of people I've spoken to that say AI is overhyped, when pressed, admit they were only using Copilot.
This would be profitable if they could ship garbage for cheap, a la Microsoft Teams or Internet Explorer. But Copilot is worse at integrating with Office than Claude!
This is because Copilot has aggressive context pruning to meet its price point of $20/month. That prevents the AI from meaningfully using tools or being multimodal or anything else their competitors have.
If they added a $200/month tier many of their issues would go away.
I have no interest in Copilot from Microsoft in general but I do like GitHub Copilot overall. That said, I’m _very_ interested in a viable alternative. I only use it for “fancy autocomplete” and have zero use for the agent/chat capabilities (I use Claude Code for that). It’s been a year or so since I looked at and tried alternatives but when I last did, copilot was the best IMHO.
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[ 2.6 ms ] story [ 30.4 ms ] threadand it is not good.
There is crypto but even that got infiltrated by institutional wall street money. There are off-shore jurisdictions but the recent Iran war has showed these can be very vulnerable at a moment notice. There is China, but a Taiwan invasion could reduce your assets there to zero.
Honestly, I think the best bet is crypto/Bitcoin, by far. It operates across borders and still relatively insulated from government reach. Unlike gold, oil, or anything physical, it can be moved without physical visibility.
OpenAI signed an agreement with GCP , that should say a lot.
This would be profitable if they could ship garbage for cheap, a la Microsoft Teams or Internet Explorer. But Copilot is worse at integrating with Office than Claude!
This is because Copilot has aggressive context pruning to meet its price point of $20/month. That prevents the AI from meaningfully using tools or being multimodal or anything else their competitors have.
If they added a $200/month tier many of their issues would go away.
What are people using as an alternative?
The office workers who use their products do so grudgingly, since Office and Excel are so baked into business ecosystems.
Nobody will shed a tear when the aging dinosaur finally dies.
Unfortunately it has been given a transfusion and a new name, Microsoft 365 Copilot or some rubbish.