Microsoft Stock Slid 22% as Zitron Called Its AI Math Impossible
Microsoft's share price fell 22% in a year as analyst Ed Zitron argued on CNBC that its AI revenue is hidden losses dressed as growth, with OpenAI having burned $20.9 billion in 2025.
"They'd be the first to be this bad, other than WeWork"
Windows Central, Jez Corden
Microsoft billed AI as the next coming, and investors answered by knocking 22% off its share price over the past year as doubt about the strategy hardened. Ed Zitron laid out the mechanism on CNBC, arguing the whole edifice rests on partners like OpenAI who burned $20.9 billion in 2025 while nobody encourages anything but waste. His verdict on the coming public listings was blunt: “They’d be the first to be this bad, other than WeWork.” The one player still flying on AI hype is Google, and only because it strip-mines human creators through the Gemini answer box instead of inventing a business model. Windows Central on Zitron’s Microsoft AI math
Source: Windows Central, Jez Corden · Jez Corden
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