FAANG need to provide overly high tc to attract the talents so that they can stay competitive. But MSFT is different, it doesn’t need to be in the tc competition trap. msft has been in a leader in tech industry during past 3 decades. No matter how faang brag about their advantage and success, msft would be the last to fall in the future. msft is the healthiest and most resilient tech company in the world what’s the magic of msft ?
Massive Salesforce and Govt lobbying
Your OS, Azure, devices, all suck! And teams 🤮 Excel and word is better… but quip is way better 😂 Just keep riding the AI wave and leeching open AI. Keep acquiring GitHub and LinkedIn like companies and make them worse for ever…
Quip?..lol. Pls look at the M365 suite with Copilot. It is awesome would be an understatement. For ex, just had a meeting with copilot on. Asked the Copilot to summarize notes and structure the response in a business case format. Everything done in 20 mins.
Yes Quip! That’s just me drinking the ohana koolaid. Yea I give MS for the 365 suit. But don’t bundle and sell that stupid teams along with that. (Slack thrives - digital HQ you know) But everything else about MS is crap. Except for VScode!
diversification of profit streams + constant changes
It’s good to be No. 2 in everything, than master of one.
Nopes, number 1 in one field(productivity) but number 2 in others(cloud, crm, gaming). One needs to have a spike like Google in Search, Meta in social, Nvidia in GPUs, Apple in Iphones.
Leader
Yours believe in serendipity....lol
Paying peanuts to smart people stuck for bad reasons ( visa , job market )
Enterprise business with extremely sticky recurring revenue driving products
Microsoft is amazing at commercializatuon, monetization and packaging of software. None of the other players have the breadth and the expertise to commercialize. Amazon is busy flouting rules and challenging DC and Google is busy innovating with no muscle for commercialization for non-ad products.
MSFT is top of the food chain in Enterprise. It has every layer of enterprise user experience covered. What they did in 2010s with cloud is finally paying off with serious adoption and become synonymous with enterprise standards from Identity (AD) to email to awesome desktop OS to server OS to cloud services to office 365 to now AI. Backbone of every business in the world runs on it. Serious moat
Awesome desktop OS.. server OS my god! This is epic level shit right here
Sure awesome is subjective. Pervasive it absolutely is. Just look at the desktop and server OS you are using in salesforce globally and report back. May not whet every nerds apetite or Derek's linux in a basement but...you see where the reality is. SaaS is king but MSFT is the kingdom 😉
MOAT
Can you explain that acronym?