Luyện nói tiếng Anh bằng Shadowing qua video: Microsoft Is (Finally) Getting What They Deserve...
C2
On January 28th, 2026, Microsoft reported earnings that beat expectations on both revenue and profit, and the stock still dropped 10% in a single day, wiping out over $350 billion in value.
86 câu
Nếu các câu quá ngắn hoặc quá dài, hãy bấm Edit để chỉnh sửa.
1
On January 28th, 2026, Microsoft reported earnings that beat expectations on both revenue and profit, and the stock still dropped 10% in a single day, wiping out over $350 billion in value.
2
That reaction tells you something important.
3
Investors weren't reacting to what Microsoft reported, they were reacting to what Microsoft revealed.
4
Because buried in those results was a much bigger story.
5
Microsoft is pouring tens of billions into AI infrastructure at a time when growth is already starting to slow, all while relying on a strategy that's deeply tied to a partner whose own future is becoming increasingly uncertain.
6
Let's go back to January 2023, when Microsoft announced a massive new investment in OpenAI worth $13 billion.
7
Everyone called it the deal of the decade.
8
What they didn't tell you is that a significant portion of that investment wasn't even cash, it was Azure credits.
9
Microsoft was handing OpenAI vouchers redeemable at Microsoft's own data centers, booking the arrangement as investment, then also collecting the revenue when OpenAI used those credits.
10
It's the financial equivalent of a landlord paying a tenant's rent to himself, calling it an investment and counting both sides of the transaction.
11
Microsoft structured the deal so that they would collect 75% of OpenAI's profits until they had fully recouped their $13 billion investment.
12
Analysts at Morgan Stanley looked at OpenAI's growth trajectory and projected Microsoft would hit full recoupment sometime in 2026.
13
The problem with it was that it requires OpenAI to actually generate profits.
14
OpenAI lost roughly $11.5 billion in a single quarter in 2025.
15
You can't collect 75% of profits that don't exist.
16
And because Microsoft accounts for its OpenAI state using what's called the equity method, those losses hit Microsoft's own books.
17
They disclosed a $4 billion pre-tax hit in a single quarter.
18
So that recoupment timeline is now dead.
19
Instead of collecting profits, Microsoft is absorbing losses every three months.
20
Then, on January 21st, 2025, 5.
21
Altman stands at the White House with Oracle's Larry Ellison and SoftBank's Masayoshi Sun to announce the Stargate project.
22
That same day, Microsoft disclosed it had lost its status as OpenAI's exclusive cloud provider.
23
Then the deals started stacking up.
24
OpenAI signed a $300 billion deal with Oracle, a $22 billion deal with CoreWeave, and then the kill shot, a $38 billion seven-year deal with Amazon Web Services.
25
By the time the dust settled, Microsoft still held about 27% equity in OpenAI,
26
which sounds significant until you realize OpenAI had signed infrastructure deals across seven different vendors, and Microsoft was just one of them, capturing roughly 22% of where OpenAI's money was actually going.
27
They went from being the exclusive partner to being one option on a list.
28
The relationship that was supposed to define the AI era had been quietly shopped around to everyone including Microsoft's biggest competitor.
29
Microsoft has 440 million commercial 365 subscribers.
30
These are people who already live inside Word, Excel, Teams and Outlook every single day.
31
They built an AI assistant directly into all of those products and charged $30 per user per month.
32
On top of existing subscriptions to unlock it, only 2% of their entire subscriber base paid for it.
33
A Gartner survey found that of organisations that had finished co-pilot trials, only 5% were moving to larger deployment.
34
But the But the adoption numbers are almost a secondary problem, because the product itself has been generating headlines for all the wrong reasons.
35
Let's talk about Recall.
36
Microsoft announced it at their developer conference in 2024 as the flagship feature of a brand new PC category.
37
Recall would take a screenshot of your screen every few seconds, run it through AI and let you search everything you'd ever seen or done on your computer.
38
They called it a perfect memory.
39
researchers called it a keylogger built into the operating system.
40
And because Recall stored all of those screenshots in a local database that was unencrypted by default, a developer built a tool that could extract every single screenshot from that database within days of the announcement.
41
Microsoft pulled the feature before it shipped, delayed it an entire year, added encryption, and still had to address security vulnerabilities after it finally launched in April 2025.
42
by early 2026 fewer than 10% of Windows 11 PCs could even run it.
43
Then there was EchoLeak, a zero-click prompt injection exploit in Copilot discovered in June 2025.
44
A single email could silently pull data from your SharePoint, OneDrive and Teams through Copilot's AI context, with zero interaction from the user.
45
Microsoft patched it, but security researchers noted the underlying attack technique had been publicly documented for over a year before the exploit was discovered in production.
46
Microsoft spent years pushing Copilot into places users never asked for it.
47
A button in Notepad, AI suggestions in Photos, prompts in File Explorer, a dedicated hardware key on new keyboards.
48
Each update seemed to add a new place where Copilot would appear and offer to help with something you were already doing fine without it.
49
Microsoft's Windows lead eventually acknowledged publicly that the operating system had gone off track with aggressive AI expansion while basic stability issues went unfixed.
50
In March 2026, TechCrunch reported Microsoft was rolling back Copilot integrations across Windows.
51
The executive who announced it said the goal was to integrate AI where it's most meaningful, which is a careful way of admitting they had been integrating it where it wasn't.
52
The trust problem runs deeper than bad features.
53
A net promoter score tracking Copilot's accuracy went from negative 3.5 to negative 24 in the span of two months in late 2025.
54
Among users who stopped using Copilot after trying it, 44% said distrust of the answers was the primary reason.
55
What makes this particularly uncomfortable is that industry observers have been saying for years that the AI push inside Microsoft has less to do with user demand and more to do with justifying the massive capital investments already made.
56
Let's take a step back and look at where Microsoft actually stands in the AI landscape.
57
Search was supposed to be the first big win.
58
Bing chat launched in February the 2023 and Nadella told The Verge he wanted to make Google dance.
59
Three years later Google has 90% of global search share.
60
Bing has 4.3%.
61
Microsoft spent a decade of investment and $13 billion to move that number by about one percentage point.
62
In mobile AI, Google's Gemini crossed 750 million monthly active users.
63
Apple chose Gemini as the foundation for a rebuilt Siri across 2 billion devices in a deal worth about a billion dollars a year.
64
Microsoft is not in this picture at all.
65
They have no mobile operating system, no consumer social network, no significant browser share.
66
Their only consumer service is Windows and we just covered how that's going.
67
In developer tools, GitHub Copilot was supposed to be the one clear win, but a competitor called Cursor hit 2 billion in annual revenue by early 2026.
68
And according to one industry analysis, Anthropic captures 54% of the coding AI market and OpenAI about 21%.
69
GitHub Copilot is somewhere in the remainder.
70
Microsoft paid $650 million in 2024 to bring in Mustafa Suleiman, who co-founded DeepMind and previously served as CEO of Inflection AI to lead their in-house AI efforts.
71
Two years later, his team has produced models that, by his own admission, will need another year or two to reach frontier capability.
72
And while all of this was happening, three of the key people who built Microsoft's AI ambitions quietly walked out the door.
73
The architect of Bing Chat, who went to Shopify, the president of Azure AI, who went to Anthropic, and the lead researcher behind the Fi models who went to open AI.
74
By March 2026, Microsoft narrowed Suleiman's role and brought in a new executive to take over Copilot product, which is a fairly direct signal that the dual mandate wasn't working.
75
A leaked internal comment from a senior Microsoft executive described most of their Copilot products as gimmicky.
76
Another insider said, there is a delusion on our marketing side where literally everything has been renamed to have Co-Pilot in it.
77
By that point, Microsoft had somewhere around 80 distinct products, with the word Co-Pilot in the name.
78
The BBB's national advertising division ruled in June 2025 that Microsoft's Co-Pilot branding was misleading, citing unsupported productivity claims.
79
Microsoft put in $13 billion and lost board influence, lost cloud exclusivity, lost the the consumer, lost the developer, and are now absorbing billions in losses every quarter from the company they funded.
80
They built a product that 98% of their own existing customers declined to pay for.
81
They pushed AI into every corner of their operating system until their own executives admitted it had gone off track.
82
And when the market finally looked at all of that together on January, it wiped out $357 billion in a single session.
83
Microsoft spent more than almost anyone, moved faster than most, had advantages nobody else had, and they are still watching from the outside as the platforms that will define this decade take shape without them at the centre.
84
The question was never whether Microsoft could spend on AI.
85
It was whether spending would be enough.
86
And right now, the answer looks like no.
Tải Ứng Dụng
Mọi thứ bạn cần để nói trôi chảy
Chấm điểm AIChấm từng câu nói
Luyện IPAThành thạo mọi âm
Từ vựngMở rộng vốn từ
Game Từ vựngHọc qua chơi
Bối cảnh & Thông tin nền
Trong một video gần đây, diễn giả đã trình bày những thách thức lớn mà Microsoft đang phải đối mặt trong ngành công nghệ, đặc biệt là trong lĩnh vực trí tuệ nhân tạo (AI). Mặc dù công ty đã báo cáo lợi nhuận vượt mong đợi, phản ứng của thị trường lại không như kỳ vọng. Điều này cho thấy có rất nhiều vấn đề tiềm ẩn trong chiến lược đầu tư vào AI và mối quan hệ với OpenAI mà Microsoft đang gắn bó. Việc này mở ra một cơ hội học hỏi cho các bạn học tiếng Anh trong việc nhận diện từ vựng và ngữ pháp qua cách diễn đạt vấn đề phức tạp trong lĩnh vực công nghệ.
5 Cụm từ hàng đầu cho giao tiếp hàng ngày
- "Tôi không thể thu hồi lợi nhuận nếu không có lợi nhuận thực tế." - Cách diễn đạt này thể hiện rõ sự phụ thuộc vào tình hình kinh doanh của đối tác.
- "Microsoft đã đầu tư hàng tỷ vào hạ tầng AI." - Một câu khẳng định thể hiện quy mô đầu tư và cam kết của công ty.
- "Tình hình tăng trưởng đã bắt đầu chậm lại." - Diễn đạt tình trạng suy giảm trong một lĩnh vực cụ thể.
- "Chỉ có 2% người dùng trả tiền cho tính năng mới." - Liên quan đến sự chấp nhận sản phẩm trong thị trường.
- "Tôi sử dụng trí tuệ nhân tạo để tối ưu hóa quy trình." - Câu này có thể áp dụng cho nhiều bối cảnh khác nhau trong doanh nghiệp.
Hướng dẫn Shadowing từng bước
Để cải thiện kỹ năng nói tiếng Anh qua video này, hãy theo dõi các bước sau đây:
- Xem video nhiều lần. - Đầu tiên, hãy xem video từ đầu đến cuối một lần mà không dừng lại. Cố gắng nắm bắt nội dung chính và ý tưởng của diễn giả.
- Ghi chú các cụm từ và cấu trúc ngữ pháp. - Khi xem lại video, hãy ghi chú những cụm từ quan trọng có thể được sử dụng trong giao tiếp hàng ngày.
- Shadow speak. - Thực hành shadowing bằng cách bắt chước giọng nói của diễn giả cùng với ngữ điệu và tốc độ. Tập trung vào việc phát âm tiếng Anh chuẩn từng cụm từ bạn đã ghi chú.
- Luyện nghe nói qua video. - Lặp lại từng câu hoặc cụm từ mà diễn giả đã nói cho đến khi bạn cảm thấy tự tin. Theo dõi phản hồi từ chính mình hoặc bạn bè để biết mình đã cải thiện đến đâu.
- Thực hành hàng ngày. - Duy trì thói quen này đều đặn và bạn sẽ thấy sự tiến bộ rõ rệt trong khả năng giao tiếp tiếng Anh của mình.
Áp dụng các phương pháp này trên shadowspeaks sẽ giúp bạn ngày càng cải thiện kỹ năng nói tiếng Anh của mình, giúp bạn tự tin giao tiếp hơn trong bất kỳ tình huống nào. Hãy bắt đầu ngay hôm nay!
Phương Pháp Shadowing Là Gì?
Shadowing là kỹ thuật học ngôn ngữ có cơ sở khoa học, ban đầu được phát triển cho chương trình đào tạo phiên dịch viên chuyên nghiệp và được phổ biến rộng rãi bởi nhà đa ngôn ngữ học Dr. Alexander Arguelles. Nguyên lý cốt lõi đơn giản nhưng cực kỳ hiệu quả: bạn nghe tiếng Anh của người bản xứ và lặp lại to ngay lập tức — như một "cái bóng" (shadow) đuổi theo người nói với độ trễ chỉ 1–2 giây. Khác với luyện ngữ pháp hay học từ vựng bị động, Shadowing buộc não bộ và cơ miệng phải đồng thời xử lý và tái tạo ngôn ngữ thực tế. Các nghiên cứu khoa học xác nhận phương pháp này cải thiện đáng kể phát âm, ngữ điệu, nhịp điệu, nối âm, kỹ năng nghe và độ lưu loát khi nói — đặc biệt hiệu quả cho người luyện IELTS Speaking và muốn giao tiếp tiếng Anh tự nhiên như người bản ngữ.