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It may be fun to joke at and hate on them but look at their revenues, growth and market shares, instead of thinking as a consumer where you personal come across them and whether you like them. Nearly monopoly personal OS and productivity, top 2 cloud and search engine (cue the Bing jokes but it makes them $12bn a year), rights to frontier AI models via OpenAI. The only rival who competes in multiple markets is Google - who still makes 90% of their money from ads and does not have sales/distribution that MS has. If Microsoft doesn't have a future then what of the rest of FAANG, none of them are as diversified or have OpenAI. Oh I forgot Github and Linkedin


I think Google is afraid of Microsoft.




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