Core Points - Microsoft is closing its operations in Pakistan, marking the end of 25 years of business in the country [1][2] - The company will shift to a model where services are provided through distributors and other nearby Microsoft offices [1][2] - This decision is part of a broader workforce optimization plan, coinciding with a global layoff of approximately 9,000 employees, representing 4% of its workforce [2] Company Operations - Microsoft stated that customer agreements and services will not be affected by this change [2] - The closure will impact five employees in Pakistan, who were primarily involved in selling Azure and Office products [2] - Over the past few years, Microsoft has transferred the management of licenses and commercial contracts in Pakistan to its European center in Ireland [2] Strategic Shift - The Pakistani Ministry of Information and Broadcasting noted that Microsoft's exit is part of a larger restructuring effort [2] - Microsoft aims to maintain its commitment to customers, developers, and channel partners in Pakistan despite the structural changes [2]

以下文章来源于镜相工作室 ，作者镜相作者 镜相工作室 . 商业世界的风向与人 本文来自微信公众号： 镜相工作室 ，作者：彭杰克，编辑：卢枕，原文标题：《OpenAI的"独立战 争"》，头图来自：视觉中国（2023年，阿尔特曼和纳德拉共同在OpenAI首次开发大会上） 过去大半年，全球AI圈最受关注的事莫过于OpenAI和微软之间的谈判。这对结盟六年、涉及上百亿 美元投资的合作伙伴，在核心利益冲突到来时，也面临分道扬镳的境地。 谈判始于去年秋季，在今年夏季逐渐变得焦灼。为解锁新一轮融资直至IPO，今年5月初，OpenAI宣 布将非营利组织控制下的营利性公司，重组为一家特拉华州的公益公司 （Public Benefit Corporation，以下简称为PBC） 。新的PBC仍然由非营利性组织控制，但取消了原来遵循的利润上 限结构，开始转向每位投资者有权持股的正常资本结构。 但这样巨大的转变需要获得OpenAI最大外部股东微软的同意——2019年至今，微软已经为OpenAI花 了超130亿美元，作为交易，微软有权在2030年之前使用OpenAI的技术成果并获取20%的收入分 成，以及最高为第一轮投资额的100倍的 ...

Where do you think AI is going? Eric Boyd, CVP, AI Platform at Microsoft, discusses how the next wave of AI will be powered by models that act, assist, and transform the way we work. And at AMD, we’re proud to help enable this future through our ongoing collaboration with Microsoft. #AdvancingAI *** Subscribe: https://bit.ly/Subscribe_to_AMD Join the AMD Red Team Discord Server: https://discord.gg/amd-red-team Like us on Facebook: https://bit.ly/AMD_on_Facebook Follow us on Twitter: https://bit.ly/AMD_On_Tw ...

Microsoft Warns 400 Million Windows Users—Upgrade Your PC Now https://t.co/IePZluggvr ...

Microsoft is closing its local operations in Pakistan | TechCrunch https://t.co/IrOPyiEUNe ...

EnglishItalianoEspañolPortuguêsDeutschالعربيةFrançaisImportant DisclaimersThe content provided on the website includes general news and publications, our personal analysis and opinions, and contents provided by third parties, which are intended for educational and research purposes only. It does not constitute, and should not be read as, any recommendation or advice to take any action whatsoever, including to make any investment or buy any product. When making any financial decision, you should perform your ...

🚨 ALERT: Microsoft has suspended around 3,000 Outlook and Hotmail accounts tied to a North Korean IT worker infiltration scheme. https://t.co/K393TWNmUQ ...

Core Insights - The investment strategy focuses on acquiring strong businesses when they are undervalued, emphasizing the importance of quality and price in investment decisions [1] - The portfolio has evolved over time, transitioning through various industries including telecom, banking, technology, and emerging markets, with a current emphasis on high-quality businesses [1] - The investment philosophy is influenced by notable investors and CEOs, highlighting the value of learning from successful figures in the industry [1] Investment Strategy - The approach prioritizes companies with large user bases and extensive content libraries, recognizing the potential for cross-selling opportunities [1] - Valuation is conducted at the EBIT plus R&D level, reflecting a belief in the significance of certain R&D investments [1] - The investment performance from February 2019 to October 2024 shows an annual return of 11.4% CAGR, which is below the market's 15.18% CAGR, indicating a need for improved future performance [1] Portfolio Management - The strategy aims to minimize portfolio turnover, with a focus on holding existing investments rather than frequent buying and selling [1] - The philosophy rejects traditional "Buy" and "Sell" recommendations, advocating for a "Strong Buy" threshold for exceptional businesses and categorizing others as "Strong Sell" to free up capital for new opportunities [1] - A "Hold" position may be initiated for high-quality businesses if their pricing is not favorable, indicating a flexible approach to investment management [1]

Group 1 - Meta is shifting its strategy towards pursuing "superintelligence" after acquiring Scale AI, focusing on attracting top talent like Alexandr Wang and his team [2][22][23] - Apple is struggling to attract top AI researchers due to its conservative culture, lack of competitive salaries, and insufficient computational resources compared to companies like Meta and OpenAI [2][63][72] - OpenAI faces significant risks regarding Microsoft's control over intellectual property (IP), which could create uncertainty for its researchers [3][37][44] Group 2 - Nvidia has built a strong moat with its hardware and software ecosystem but has made strategic missteps, such as competing directly with cloud service providers after acquiring Lepton [3][41] - Device-side AI is viewed pessimistically, as consumers are more price-sensitive and prefer free cloud-based AI services over paid device-side solutions [3][73] - The future of AI is expected to see more complex and valuable functionalities relying on cloud infrastructure rather than device-side capabilities [3][66] Group 3 - The competition for "superintelligence" is led by OpenAI, with Meta closely following, as both companies are expected to attract sufficient top talent to remain competitive [4][29] - The AI landscape is characterized by a lack of differentiation among companies, as many are utilizing similar underlying technologies and methods [4][60] - The ultimate goal of AI is to reduce human working hours, with the initial impact expected to be on white-collar creative jobs rather than manual labor [4][73]

Heard on the Street: Nvidia and Microsoft stand above their peers in nearly reaching $4 trillion companies thanks to enthusiasm over AI. That’s where the similarity ends. https://t.co/eZ8Hd9S1TD ...