I think this analysis of the "new Microsoft" strategy is pretty compelling: > Instead of trying to be the main player in every single sector, Microsoft has swi

I think this analysis of the "new Microsoft" strategy is pretty compelling: > Instead of trying to be the main player in every single sector, Microsoft has switched their focus to simply helping the winner in each sector. With servers, they embraced Linux, with browsers, they embraced Google, and now with search engines, they’re embracing ChatGPT. > While this background role isn’t nearly as lucrative as controlling the whole space itself, this strategy is likely way more sustainable. Not to mention, this approach is already reflecting in their market cap. In late 2021, Microsoft briefly overtook Apple to become the world’s largest company. Looking forward, Microsoft may end up holding this position for a much longer period of time. https://youtu.be/9DrGcz0oKdo https://youtu.be/9DrGcz0oKdo