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.
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Yes, 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.
Microsoft has many of the same advantages but is incapable of judging the quality of the products it makes.
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.
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Concur; I am shorting them as well. Your approach is more clever!
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.
Wow why has nobody thought of this /s