All big tech companies have a problem: once you are on top, growth is hard to do by innovating and having a superior, more useful product. It's easier to acquir

All big tech companies have a problem: once you are on top, growth is hard to do by innovating and having a superior, more useful product. It's easier to acquire other businesses and find ways to leverage your existing customer base. MS has been great for the last couple of years because they were doing the hard thing and innovating (playing nice with open source, VS Code, etc...). Eventually, though it's easier, and lower risk to just leverage the customer base.