Understanding the behemoth in Redmond teaches us valuable lessons in cloud infrastructure, startup strategy, and the future of software.
I've recently read a similar article but for Apple. It said that Apple is going to be a $10T company and this article insists on the same. Interested in keeping watching these companies.
While, docusign and Notion are good suggestions, you seem to have completely ignored Atlassian and Hashicorp (or Gitlab) as a key acquisition. This will capture the essential enterprise workflow from Business (Excel+) to product releases.
This is excellent - thanks!!
An excellent read.
This was so good. Please keep writing!
Thank you John 💚 🥃
Unless I'm a shareholder I feels a bit perverse to get excited about 10^12 dollar Microsoft. What exactly is in it for me? Diddly fing squat. Who are these people or organizations that stand to benefit from it? Total strangers. Weird.
What do you mean by “surface area”? Is it a way of referring to the potential size of a market?
Microsoft deserves to rot. It's clear that our government's craven willingness to let large companies continue to consolidate competitors into themselves is the core of the problem, a complaint by no means limited to MS, but definitely exemplified by them. It's unfortunately that you've given potentially good advice to this taxing burden on computing.
The crux of the thesis in this article is that for Microsoft to grow, it should acquire companies; but Microsoft's track record on this front, is spotty at best especially when it comes to large acquisitions (ie > $5B)
That statista link is horrible. Site is totally confusing and littered with ads and can't even see the data without making an account. Should find a different source.
Great analysis. I'm curious why you refer to Microsoft as a "Silicon Valley" company, unless the Valley now extends up to Seattle? Microsoft's culture and business model were not based in Silicon Valley, and conflating them with the likes of Apple and Google runs the risk of "Silicon Valley" simply meaning "large tech company".
Random Q. I took a look at Microsoft's 10k, and they do break out the margin on "intelligent cloud", which is more then 80% server/azure by revenue. Wouldn't that be a good proxy for their margin on Azure?