Comment by margorczynski
Comment by margorczynski 2 hours 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.
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.