Now Microsoft, them I'd short. In a way I have by starting my own company to undermine their various competitive advantages comprehensively
The number of companies that default to using Teams shows why MSFT isn't going anywhere.
Microsoft has many of the same advantages but is incapable of judging the quality of the products it makes.
Microsoft 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.
Concur; I am shorting them as well. Your approach is more clever!
Wow why has nobody thought of this /s
Time 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.