@CapEconomics think UK bank rates will go to 3.5% by the end of 2026.
@ING_Economics think UK bank rates will go to 3.25% by the end of 2025.
Let’s see who is right. 🤓
To translate this to normal speech, they fired a guy who past 20 years been manually deploying patches to prod and replaced him with AI. AI can't figure out the root password because it's written on sticky note below his desk. They're trying to locate the desk.
Whatever explanation Microsoft is offering for this outage is a farce, in my opinion.
Microsoft, much like AWS, operates a massive global cloud infrastructure.
The entire premise of these platforms is redundancy, elasticity, and the ability to recover from infrastructure failures. While global failover isn’t automatic, Microsoft has enormous resources and capacity at its disposal.
The fact that this outage has persisted despite those capabilities raises serious questions for me.
I’m increasingly skeptical that we’re dealing with a routine technical failure.
My suspicion is that something far more sophisticated may be happening behind the scenes, potentially a significant security breach or compromise.
That’s not a confirmed fact, but I’m certainly not convinced we’re getting the full story.
$MSFT spent hundreds of billions on GPUs and AI infrastructure and neglected the legacy servers that still generate 99.9% of the revenue
This outage is a loud warning bell - Years of wasted capital and a bedrock business they hollowed out
🔴 JAPAN: Outage forces a revert to fax machines, Financial markets see major disruptions and delays in mutual fund valuations. — Nikkei.
Nov. 13th, 2026.
Got a feeling ALL of microsoft client data was compromised and this is potentially one of the biggest IT security failures ever. They panicked. Pulled the plug to mitigate damage.
It’s almost Friday, so there’s really no point in Outlook coming back now.
And it’s November, so it’s almost Christmas. No point really coming back until January if you think about it.
Let’s circle back then.