Everyone loves to talk about FAANG… there is no M, why not? One would think Microsoft would belong more in that collection than Netflix, yet here we are.
In terms of technology and looking forward, what is Microsoft doing really right? Even their investment in AI seems questionable and they pushed it into their products so hard that everyone hates it. They have GitHub and VS Code, but that was an acquisition and people are always nervous, because they don’t really trust Microsoft based on their track record. Azure is fairly popular, but AWS is still the benchmark everyone talks about. There is their enterprise management software… that helped take Styker completely down last week (maybe not totally Microsoft’s fault and more the admin, but that’s still some really bad press). Did I forget something big?