Have they ever been more valuable than now?
Everyone loves to talk about FAANG… there is no M, why not? One would think Microsoft would belong more in that collection than Netflix, yet here we are.
In terms of technology and looking forward, what is Microsoft doing really right? Even their investment in AI seems questionable and they pushed it into their products so hard that everyone hates it. They have GitHub and VS Code, but that was an acquisition and people are always nervous, because they don’t really trust Microsoft based on their track record. Azure is fairly popular, but AWS is still the benchmark everyone talks about. There is their enterprise management software… that helped take Styker completely down last week (maybe not totally Microsoft’s fault and more the admin, but that’s still some really bad press). Did I forget something big?
Office was considered a very solid product for many generations. Windows 95 was loved. So were Windows 2000, Windows XP with the SPs, Windows 7, Windows 10.
.NET was the envy of the Java world for many years.
Microsoft had many duds but they also had some great products.
You can't sell as many products as they did without also having some good products.
Copilot is useful, particularly if it is the only thing enabled in your company.
Don't get me started on Azure though. Their VMs are insanely slow, yet still cost like hundreds per month.
I don't know who in their right mind thinks it is a good deal and that they should move all their services into Azure. Apparently a lot of senior management.
MS has been successful despite fucking up the monolithic position they held in desktop and gaming, because they managed to find a particularly valuable golden goose. It's just that in doing so they allowed the other golden geese they have to become quite sick.
If you took out cloud rev MS would have been much more motivated to not let the rest of the company's products turn in to the sorry state they're in.
They are, as always, using Windows to sell all their other crap, especially Azure and 365. Things like their AD or office tools are tightly integrated into the cloud so you realistically can't even use the one without using the other.
