Europe already starting to test that.. EU digital sovereignity is only really in its infancy with France, Germany and Denmark leading the way in moving quickly away from it. Thanks partly (mostly) to Trump ordering them to block access to ICC.

9 staff members, 6 Judges received sanctions from Trump for investigating Israel for warcrimes.

So it's not just Microsoft.

MasterCard and visa, Google etc.. all slowly going to feel the affects.

Governments around the world are switching to Linux

• Credit cards cancelled, Google accounts closed: ICC judges on life under Trump sanctions

• French ICC Judge Guillou Claims Trump Blocked His Visa, Mastercard After Issuing Netanyahu Arrest Warrant

Fuck this guy in particular. One of the wall street scum bags at the same level as a16z. If they think something is good you can bet it’s the opposite.

What’s the worst thing you could find on Mars? Microsoft Teams!

lets take that as a challenge!

Gee thx Bill, nobody teally knew what kind of company Microslop was until you explained it.

Thats always where things are right before the over leveraging of a company's market dominance makes them less competitive and they fall off 😅

"Impossible to replace" 🤣🤣🤣

Watch me, bitch.

Nokia and Blackberry anyone? Or how about any of the massive social networks that have been and gone? The downfall of a product or a company used by tens of millions of people is usually caused from within.

Microsoft is doing a good job of doing just that

Deluded

Lol

A lot of that cloud compute revenue growth comes from open AI and anthropic paying Microsoft to use their GPU compute to run their models, which is to say, that if you think “anthropic bankrupting people overnight with token costs” is unsustainable, then a lot of Microsoft’s cloud compute growth isn’t sustainable ether. Especially given that a significant amount of the associated “revenue” growth is just them counting redeemed credits as revenue. Credits that they traded to OpenAI in exchange for access to the IP and models that they built copilot on. So if openAI can’t run a sustainable business renting out Microsoft’s GPU compute to run openAI’s models, what makes Bill think Microsoft will be able to do so by running those same models them selves with that same GPU compute?

If we ignore that shell game of “revenue growth” then the rest of their increase in profits comes from incredibly short term and short sighted strategies, such as huge layoffs across multiple divisions and jacking up prices for 365 subscriptions. In fact they’re probably over valued right now given that their current valuation is based on the assumption that they will continue to grow at the rates they have in the past. Price(of their shares) to earnings(earnings per share) across the whole market are at record highs. A price to earnings of 21 to 1 would be exceptionally high 30 years ago. The fact that the average P/E of the companies on the S&P500 is 31 to 1 doesn’t mean Microsoft is undervalued, it means that most companies are massively over valued. Like, you need to be expecting insane growth over the next 10 years to justify P/E’s like that.

according to the internet he has a return on investment of about 9% in the last 10 years (CAGR). msci world index (which is usually used to compare to see how well a fund performs, and has index funds which track it) made around 13.65% (so a lot higher).

So i would not put too much attention to this guys opinion, sure maybe he is taking less chances (less scary drops in the fund value that some investor don't like) but looking at the graphs it doesn't seems that way.

I think it's a good to do this exercise , a lot of active investing seems like snake oil (although probably not all of it, at least according to some data and research). someone even wrote a book on the subject called "Where are the Customers' Yachts".

All because they throw it into b2b with teams and ado and windows and whatever other shit they call software.

Hold my beer

-Copilot

This is the kind of false assurances you typically hear right before a company implodes like a plastic submarine full of billionaires.

He has a point, even though it's not a good one: Microsoft sells lots of products in a bundle at a certain price point which is hard to beat if you need all of the products in the bundle.

However, nobody needs even many of the products. Most of the time companies only use a few of them and even then, they often only use some of them because they're bundled, not because they're good.

It's basically "bundle a few good products with a few shitty products so everyone uses the shitty products because they're 'free'". Vendor Lock-In.

People didn't switch to other products since they were "good enough", but lately Microsoft products slowly become so bad that even the laziest people realise they might want to switch.

Honestly, from this post title, I thought this is satire; including the name Bill Ackman. I thought this Bill is a satire version of Bill Gates.

context?? sounds desperate

@Valuy
This words will be the ones that kills Microsoft...

Wow, this guy is a huge piece of shit in general, he has every bad take ever in his Wikipedia

Network effects are incredibly hard to overcome, but history says nothing stays dominant forever.