4 ms·
MS had yet to fully stabilize that lead a full decade after they had won the os platform standard for ibm compatible pcs. A platform standard moat goes way way
by poslathian 2y ago
MS had yet to fully stabilize that lead a full decade after they had won the os platform standard for ibm compatible pcs. A platform standard moat goes way way beyond a brand advantage.
Azure, while significant, has no similar monopoly to support OpenAI. Do you really see a structural advantage to openAI beyond the Microsoft products integrating it?
- moralestapia 2y agoCan you clarify what is meant by "structural advantage"?