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Imho your argument grossly underestimates Microsoft. Microsoft completely reinvented itself into an open source software company, rewrote .Net to run on *Nix an

Imho your argument grossly underestimates Microsoft. Microsoft completely reinvented itself into an open source software company, rewrote .Net to run on *Nix and hosts a cloud offering that was competitive enough to win the Jedi contract. I could go on and I will... Microsoft is an ML company, a cloud company, a professional services company, an AR company, a public _and_ private enterprise company. Microsoft has VSCode, AD, Office, they _own_ NPM, GitHub and LinkedIn... If you really think IBM and Microsoft are an apples to apples comparison take a look at IBMs cloud and saas offerings, then look at Microsoft’s. Google comparatively has Golang, Gsuite (you’ll lose access to it if you post to many emojis to YouTube though), a cell phone offering that exists to harvest your personal data, and a graveyard of end of lifed services burning customer goodwill. GCP is so bad at the cloud their bid wasn’t even competitive in the Jedi bids. At the end of the day Google is an Ads company. It can’t even compare to Microsoft, which is why its future is in question. Google is the only FAANG stock I wouldn’t want to hold long term.

kavalg 6y ago
Nice writeup! I'd be curious to find out why you'd potentially hold FB stock long term, but not Google.
- randmeerkat 6y ago
  Thanks! I wouldn’t own FB out of principle, but if I’m trying to be objective, overall I think they’ve shown a better ability for breaking into new markets, like Virtual Reality, a variation on online shopping with Marketplace, better staying power with features that keep their users engaged like events, and while I disagree with their privacy practices, their willingness to aggressively sell data to whoever wants it (Cambridge Analytica) is something that’s going to make them a force for some time.
sofixa 6y ago
I'm sorry, but how on earth is the jedi contract any sort of meter for anything but the needs of the US DoD? Do you need what they need? Does anyone actually? Do they even bloody need it? GCP have no special government cloud service, unlike Azure and AWS, but they're more advanced in some niches ( containers, ML). Anecdotally i've never heard of anyone saying anything positive about Azure besides "it came with credits". Fundamentally it's an inferior platform due to less redundancy ( all AWS and GCP regions are composed of multiple zones, that's usually not the case with Azure, and as we saw a few months ago, even their whole auth is hosted in a single DC... Disgraceful)

kavalg 6y ago

Nice writeup! I'd be curious to find out why you'd potentially hold FB stock long term, but not Google.

randmeerkat 6y ago
Thanks! I wouldn’t own FB out of principle, but if I’m trying to be objective, overall I think they’ve shown a better ability for breaking into new markets, like Virtual Reality, a variation on online shopping with Marketplace, better staying power with features that keep their users engaged like events, and while I disagree with their privacy practices, their willingness to aggressively sell data to whoever wants it (Cambridge Analytica) is something that’s going to make them a force for some time.

sofixa 6y ago

I'm sorry, but how on earth is the jedi contract any sort of meter for anything but the needs of the US DoD? Do you need what they need? Does anyone actually? Do they even bloody need it? GCP have no special government cloud service, unlike Azure and AWS, but they're more advanced in some niches ( containers, ML). Anecdotally i've never heard of anyone saying anything positive about Azure besides "it came with credits". Fundamentally it's an inferior platform due to less redundancy ( all AWS and GCP regions are composed of multiple zones, that's usually not the case with Azure, and as we saw a few months ago, even their whole auth is hosted in a single DC... Disgraceful)