> Microsoft's moats have been opened up and now allow many other players to disrupt in their former core industries Microsoft seems to be adopting the cloud ju

> Microsoft's moats have been opened up and now allow many other players to disrupt in their former core industries Microsoft seems to be adopting the cloud just fine. They've managed to keep office modern and relevant. Xbox as a platform is still doing well. Windows is still the default OS for desktops; less people are using desktops tho. Microsoft is facing competition sure, and maybe their monopoly on desktops isn't as valuable as it once was. But it seems to me they certainly aren't headed for the mothball fleet anytime soon.