Microsoft and Software Survival
By stratechery
Category: Technology
Tags: Business Models
Which Big Tech company is most exposed to AI shocks? I map Microsoft’s AI strategy, the OpenAI partnership, Azure spending and the Microsoft 365 Copilot rollout with 15 million paying customers. I show how Azure growth slowdown and record capex sparked a 10% stock plunge and what it means for software survival.
Rolly's Take
For the strategist who sees beyond the headlines, grappling with the existential shifts in tech’s landscape. This blog resonates with those who thrive on dissecting the nuances of power and vulnerability in a world increasingly defined by AI. Here, the delicate dance of innovation and survival unfolds, inviting a deeper understanding of what it means to adapt — or to falter.