top | item 46863830

(no title)

margorczynski | 27 days ago

I would say that MS here is undervalued. They do not offer some small software package for a given business problem but the whole shebang - the OS, mail, calendar, office suite, IAM, cloud, etc. + support for each and the whole integration.

You can't realistically replace that with some LLM solution (in the near-term at least) and they can use the AIs to reduce their costs which is mostly people.

discuss

order

roncesvalles|27 days ago

Microsoft has consistently proven over the last five years that they have zero ability to execute. It's an astounding failure after failure to do anything right.

yuucc|27 days ago

All my Microsoft friends constantly berate the state of their hiring pipelines. Sprinkle on a paltry comp and this is hardly surprising.

TacticalCoder|27 days ago

> I would say that MS here is undervalued.

Windows 11 though...

its_magic|27 days ago

Yeah, that one is a real gem. BeST wInD0Wz EvAr