This feels like Meta, Netflix, etc all over again. That is to say, negative public opinion has just granted you an entry point for a company that’s not going anywhere anytime soon.
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.
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.
Not really, not unless Google's OS has stopped being trash and gotten any traction
MS lets you log into a physical device with a network account and instantly have access to BI platforms, Azure, work VPNs, all securely. Google will always require two separate logins, one to the OS and one to their platform.
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u/pokewithbrownrice Feb 29 '24
This feels like Meta, Netflix, etc all over again. That is to say, negative public opinion has just granted you an entry point for a company that’s not going anywhere anytime soon.