Core Viewpoint - Meta's new AI initiative, aimed at developing superintelligence, could potentially disrupt Microsoft's business, particularly its productivity software segment [2][9]. Group 1: Meta's AI Initiative - Meta's CEO Mark Zuckerberg articulated a vision for "personal superintelligence" that aims to enhance individual capabilities and experiences [3][4]. - The company claims to be making progress in developing superintelligence, with indications that its AI systems are beginning to improve themselves [5]. - Zuckerberg suggested that if trends continue, people may spend less time on productivity software and more on creative and social activities [6][9]. Group 2: Microsoft's Business Impact - Microsoft's productivity and business processes segment generated $33.1 billion in revenue for the quarter ending June 30, 2025, accounting for 43% of its total revenue [7]. - A significant portion of this revenue is derived from productivity software, which is critical to Microsoft's business model [8]. - The potential decline in productivity software usage due to Meta's superintelligence could pose a risk to Microsoft's revenue and profits [9]. Group 3: Future Considerations - The impact of Meta's superintelligence on Microsoft largely depends on the success of Meta's initiatives, though skepticism exists regarding the feasibility of such predictions [11]. - A key distinction is made that while people may spend less time using productivity software, it does not necessarily mean that the software itself will be used less, as AI may continue to leverage these tools [12]. - The expectation is that both Meta and Microsoft can coexist and thrive, allowing long-term investors to remain optimistic [13].