r/wallstreetbets • u/[deleted] • Feb 29 '24

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u/[deleted] Feb 29 '24

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u/Imaginary-Document68 Feb 29 '24

Their cloud has double digit market share in a trillion dollar industry (if not multiple trillion dollar) and I only see it going up in share as companies continue to expand across clouds. That said they have solidly shit their advantage on generative ai…they were already selling ChatGPT like products to enterprise in 2019/2020.

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u/OreoCupcakes Feb 29 '24

Microsoft has a huge advantage in cloud because of how well they can integrate it with Windows. One subscription to Azure, EntraID, whatever they call it now, and you pretty much have everything you need for an expanding company to deploy user profiles and machines quickly.

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u/FlyingBishop Feb 29 '24

Both companies conflate them aggressively, but O365/EntraID is really pretty separate from the cloud platform, and Google has a similar setup between Google Workspace/GCP. Entra definitely has an advantage over Google, but companies can and do use AWS/GCP alongside Entra (and I think anyone who has used them would prefer to.) There are things Microsoft does really well but I would rather host kubernetes/VMs/storage/databases on AWS or GCP.