Microsoft’s Mistake

Everyone built its own AI: Alphabet? Gemini. Meta? LLaMA. Apple? Apple Intelligence.

But Microsoft?

Microsoft outsourced its future to Sam Altman — a volatile, untested startup founder with no product experience, no revenue model and no history managing mass-market audiences at scale.

And now, for the second time, he’s created a crisis.

This weekend, a leaked memo revealed Altman warning of “rough vibes” and “economic headwinds” at OpenAI. That memo never should’ve been written — let alone leaked. It shows just how feckless and unstable he really is. Sam’s not steering the ship. He’s crying for help.

Microsoft has already been through one fire drill with Altman. Now they’re in another. And the question becomes: how many times do you get fooled before the board wakes up?

Sam Altman is a brilliant computer scientist. But he is not a CEO. This isn’t a criticism. No one can excel at everything. But the board needs to see the truth and act accordingly.

Even Motley Fool — hardly a radical outlet — warned this week that the press has been “hollowed out” and that investors should stop relying on mainstream coverage.

When investor publications tell people to ignore journalists, you know the information markets are breaking down. And when information markets fail, governance failures get missed.

That’s exactly how Sam Altman keeps slipping past the guardrails — not because he’s a genius, but because the structure around him is broken and the press can’t see it.

Or, just listen to another founder: Bill Gates sells Microsoft shares.

Microsoft’s mistake wasn’t technical. It was structural.

They bet their future on someone who was never built to carry it.

The reckoning has started in real time at 9:53 am on Monday, November 24, 2025 (as I predicted on Sunday, November 23, 2025)

Alphabet (GOOGL) Overtakes Microsoft (MSFT) as Market Value Climbs to $3.58 Trillion.

“Fool me once, shame on you. Fool me twice, shame on the stockholders.”