Pressure growing on the AI Agent narrative
PLUS. >> MICROSOFT SHARES UNDER SOME PRESSURE, BUT OFF THE LOWS OF THE DAY AFTER REPORTING FROM OUR OWN STEVE KOVACH. MICROSOFT PUSHING BACK ON THESE REPORTS THAT IT HAS LOWERED ITS AI SOFTWARE SALES TARGETS.COMPANY OUT WITH A NEW STATEMENT A FEW MOMENTS AGO, SAYING THE INFORMATION STORY INACCURATELY COMBINES THE CONCEPTS OF GROWTH AND SALES QUOTAS, WHICH SHOWS THEIR LACK OF UNDERSTANDING OF THE WAY A SALES ORGANIZATION WORKS AND IS COMPENSATED. AGGREGATE SALES QUOTAS FOR AI PRODUCTS HAVE NOT BEEN LOWERED, ...