Microsoft and Software Survival
Stratechery
Feb 03
Microsoft and Software Survival
Microsoft and Software Survival

Stratechery
Feb 03
Unprocessed episode, you can be the first!
Shownote
Shownote
Microsoft got hammered on Wall Street for capacity allocation decisions that were the right ones: the software that wins will use AI to usurp other software.
Highlights
Highlights
Chapters
Chapters
Transcript
Transcript