I recently had dinner in Bellevue with an individual who holds a relatively senior position within Microsoft’s executive leadership. During our conversation, she emphasized repeatedly that Microsoft does not primarily view its offerings as consumer products. According to her, the company’s leadership is strongly focused on B2B strategy, with revenue growth driven mainly by Azure, AI, and enterprise solutions. Her per…
IBM market cap is 225B, Microsoft market cap is 2.9T. IBM literally lost its matket to Microsoft in 80s and 90s specifically because it was too focused on enterprise...