Thanks Thierry. I agree AI eats software. But Microsoft isn't software imo. It's more like a default communication medium for knowledge work, like WhatsApp for individuals.
Thank you, I agree with the thesis. I would add that Microsoft due to Office and Azure position has a sales relationship with practically every corporate in the world, and in many cases it is a default solution not only in AI through Copilot but also for example in cybersecurity. As I argued in my own Microsoft deep dive, it is very difficult to compete with Microsoft's bundle offer.
I don’t have any interest in Microsoft long or short, but I have to say I learnt recently that 2 of the investors you mentioned sold their position. Just to let you know.
Thoroughly researched and well presented thesis. Kudos. 👍
Thank you.
Excellent piece Oguz! I wont touch MAFT for the moment and stay in the camp: AI eats Software…
Thanks Thierry. I agree AI eats software. But Microsoft isn't software imo. It's more like a default communication medium for knowledge work, like WhatsApp for individuals.
Thank you, I agree with the thesis. I would add that Microsoft due to Office and Azure position has a sales relationship with practically every corporate in the world, and in many cases it is a default solution not only in AI through Copilot but also for example in cybersecurity. As I argued in my own Microsoft deep dive, it is very difficult to compete with Microsoft's bundle offer.
I don’t have any interest in Microsoft long or short, but I have to say I learnt recently that 2 of the investors you mentioned sold their position. Just to let you know.
Good write up
Ironically the titanic was said to be unsinkable 😉