I think you’re right that they’ll be around a while, but Microsoft (and Apple) were both saved by CEOs in fairly dramatic fashion. I’d argue IBM largely is irr

I think you’re right that they’ll be around a while, but Microsoft (and Apple) were both saved by CEOs in fairly dramatic fashion. I’d argue IBM largely is irrelevant today, but they technically still exist. Google is lucky they have an ad monopoly because they don’t really have a coherent company vision, I wouldn’t buy their stock. They might get lucky with their deepmind purchase. I don’t disagree with you, but if I was choosing companies in a strong position today it’d be Apple, Amazon, and Microsoft. I wouldn’t make a long term bet on Google or Intel.