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from your list, I think only Google has moat and something I would short least. Google has hardware, software ecosystem, mobile ecosystem, controls browser, ha
by throwaw12 2mo ago
from your list, I think only Google has moat and something I would short least.
Google has hardware, software ecosystem, mobile ecosystem, controls browser, has access to 2B+ users, has talent to come up with ideas - perfect spot for AI
- conartist6 2mo agoNow Microsoft, them I'd short. In a way I have by starting my own company to undermine their various competitive advantages comprehensively
- jeremyjh 2mo agoMicrosoft has many of the same advantages but is incapable of judging the quality of the products it makes.
- the__alchemist 2mo agoConcur; I am shorting them as well. Your approach is more clever!
- matwood 2mo agoThe number of companies that default to using Teams shows why MSFT isn't going anywhere.
- conartist6 2mo agoThe only strategy that can work against Microsoft is a full broadside. You can't try beat them in just one niche, you have to go after the whole tech stack they offer. That's what I'm willing to try doing.
- AznHisoka 2mo agoYes, exactly, would I bet that Microsoft’s products are inferior in quality to others. Yes. Would I bet that other humans would believe that? Nope.
- etempleton 2mo agoMicrosoft bundles enough things at a low enough price that it seems silly not to use Microsoft if you are a corporation, because the alternative is to buy a number of different SAAS products (which are generally superior) at a higher price and have to deal with half a dozen to a dozen vendors.
- adabyron 2mo agoI will be very concerned for MSFT if small companies start outperforming larger companies. That's when Microsoft's advantage disappears. If AI truly encourages smaller, flatter organizations. IMO large enterprise adoption is their moat.
- onlypostonce 2mo agoWow why has nobody thought of this /s
- legulere 2mo agoMicrosoft is in the same situation as IBM decades ago. „ nobody ever got fired for buying IBM“ used to be a common saying. If at all you’ll see a slow decline.
- infecto 2mo agoTime will tell but that feels foolish. MSFT is a terrible product company (look at copilot) but what they sell is a safe decision which is one of the most important factors for enterprise software. Nobody is close to replacing that.
- conartist6 2mo agoI'm content for that be the narrative. Nobody is close, and what's more it's not even possible, and even if it was possible nobody would want it, and even if anyone did want it would only be a few people. ; )
- infecto 2mo agoYou missed the plot. ; )
- vkou 2mo agoMicrosoft is in a better position (as their b2b ecosystem can realistically be made LLM-agnostic), but Google will be fine.