I think that Microsoft will continue in some form regardless of what happens with this bubble because they have huge amounts of physical assets and cash on hand.
That said, their market position in any given sector they’re in might not be as invincible as it seems. There are corporations that were titans of their industries, including technology, that either don’t exist or are ghosts of their former selves all in far less than a lifetime.
Kodak, Xerox, Bell Labs, IBM, and Yahoo all looked like unstoppable juggernauts when I was a kid, and my own kids haven’t even heard of some of them.
Copilot, Github, LinkedIn, ChatGPT are the ones that come to mind. All of them have started to degrade in quality in one way or another, and with the exception of LinkedIn, they all have competitors that could potentially, over the long haul, could dismantle Microsoft. They’re also running out of places to extend and extinguish.
It probably won’t happen in one or two lifetimes, but enough cracks in a dam accumulate and eventually the whole thing breaks.
It won’t make a difference.
What other projects they abandoned do you see as so critical that it would break Microsoft?
I think that Microsoft will continue in some form regardless of what happens with this bubble because they have huge amounts of physical assets and cash on hand.
That said, their market position in any given sector they’re in might not be as invincible as it seems. There are corporations that were titans of their industries, including technology, that either don’t exist or are ghosts of their former selves all in far less than a lifetime.
Kodak, Xerox, Bell Labs, IBM, and Yahoo all looked like unstoppable juggernauts when I was a kid, and my own kids haven’t even heard of some of them.
Copilot, Github, LinkedIn, ChatGPT are the ones that come to mind. All of them have started to degrade in quality in one way or another, and with the exception of LinkedIn, they all have competitors that could potentially, over the long haul, could dismantle Microsoft. They’re also running out of places to extend and extinguish.
It probably won’t happen in one or two lifetimes, but enough cracks in a dam accumulate and eventually the whole thing breaks.