Microsoft Is Dead (2007) (opens in new tab)

(paulgraham.com)

4 pointsMrThoughtful2y ago3 comments

3 comments

3 comments · 2 top-level

ianai2y ago· 1 in thread

MSFT was trading around 29 in April 2007 when this was published. They’re now around 366.

Maybe this is a story of the value to a company with a huge, established customer base with actual reliance on their products. That probably doesn’t explain a 12.6x over that time period alone though.

Or maybe they’re not dead.

MrThoughtfulOP2y ago

I think software was vastly underrated in 2007.

Google also more than 10xed since then.

Amazon is up 50x or so.

Not sure what the other popular software companies were in 2007. Would be interesting to look at their performance.

The type of "dead" Paul Graham referred to in this essay is "not dangerous anymore".

I think Microsoft is very dangerous to OpenAI now. As it seems they are building an inhouse competitor. While at the same time having a lot of control over and insight into OpenAI.

coldtea2y ago

That didn't age well...

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