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Microsoft overtakes Apple as most valuable company

reuters.com

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Re: Microsoft overtakes Apple as most valuable company

#11

Post by KoftaBob »

thriftwy wrote: post #3

[flagged]

Their revenue sources are more diverse than you think. Products that are either directlyfrom their portfolio, or from a company they have a large stake in

- Windows

- Office 365, which includes Teams, a product that has boomed in usage since 2020

- Xbox + Activision Blizzard

- Azure Cloud, the 2nd largest cloud computing platform

- Github, by far the largest version control platform for developers

- Linkedin, quickly becoming one of the largest platforms for hiring

- Bing search + their ad network

- OpenAI/ChatGPT

- Edge browser

- Surface line of laptops and tablets

Re: Microsoft overtakes Apple as most valuable company

#13

Post by partiallypro »

kcb wrote: post #5
thriftwy wrote: post #3

[flagged]

They put themselves in the best position to capitalize on AI especially in the enterprise but also by integrating Copilot into Windows. With so many companies already trusting their confidential data to MS, it's easy to justifying using their/OpenAI tech through Azure. CPU architectures are irrelevant to Microsoft at this point.

Microsoft is also starting to develop their own chips and are expanding more into ARM. They can't just "abandon" x86/64 like people think they can, it's not realistic. If they ever do it will be almost 20 years from now unless ARM just gets -that- far ahead that they have no choice.

Re: Microsoft overtakes Apple as most valuable company

#15

Post by sho_hn »

scottyah wrote: post #10

The main things I see lately are: Apple is creating VR headsets and new chip technology, Microsoft is buying up AI companies and injecting ads/spyware into their operating systems. Also Microsoft is getting big into cloud. Interesting to see what Wall Street rewards.

Ok, so one of those technologies potentially saves people time and levels the playing field by enabling the use of computers with less special training to achieve equivalent results.

The other one aims to strap screens to other people's faces to keep them even longer in a perpetually-online computer bubble of their own choosing, because that's been going great for society so far.

Re: Microsoft overtakes Apple as most valuable company

#16

Post by ozim »

thriftwy wrote: post #3

[flagged]

Relevant for who? Influencers that have to have MacBook because otherwise they cannot show off their “wealth”.

MS was doing relevant stuff for corporations like banks, insurance companies, public services. That is where real money is Apple doesn’t have any of it.

Re: Microsoft overtakes Apple as most valuable company

#17

Post by riley333 »

Apple just needs to do SOMETHING exciting with AI. Vision Pro looks great, but it's only a small piece of a much larger puzzle. I'm not sure if they're just too big to move at the speed they need to move or if it's something more damning about their internal culture but they need to do something in this space faster than I think most people realize.

Re: Microsoft overtakes Apple as most valuable company

#18

Post by al_borland »

sho_hn wrote: post #15
scottyah wrote: post #10

The main things I see lately are: Apple is creating VR headsets and new chip technology, Microsoft is buying up AI companies and injecting ads/spyware into their operating systems. Also Microsoft is getting big into cloud. Interesting to see what Wall Street rewards.

Ok, so one of those technologies potentially saves people time and levels the playing field by enabling the use of computers with less special training to achieve equivalent results. The other one aims to strap screens to other people's faces to keep them even longer in a perpetually-online computer bubble of their own choosing, because that's been going great for society so far.

Those are some upsides of AI, there are also many potential downsides that could be very harmful to society, more so than some AR goggles. Time will tell how it all plays out.

Apple is also invested in AI, they just refuse to use the AI buzzword, and use ML instead, which is probably the more accurate term.

Re: Microsoft overtakes Apple as most valuable company

#20

Post by bmitc »

scottyah wrote: post #10

The main things I see lately are: Apple is creating VR headsets and new chip technology, Microsoft is buying up AI companies and injecting ads/spyware into their operating systems. Also Microsoft is getting big into cloud. Interesting to see what Wall Street rewards.

Microsoft is much more diversified than that. They have entire consulting services and a world class research arm and many other things that Apple has no analog of.
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