This is the kind of false assurances you typically hear right before a company implodes like a plastic submarine full of billionaires.
this post was submitted on 28 Jun 2026
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Hold my beer
-Copilot
"Impossible to replace" 🤣🤣🤣
Nokia and Blackberry anyone? Or how about any of the massive social networks that have been and gone? The downfall of a product or a company used by tens of millions of people is usually caused from within.
A lot of that cloud compute revenue growth comes from open AI and anthropic paying Microsoft to use their GPU compute to run their models, which is to say, that if you think “anthropic bankrupting people overnight with token costs” is unsustainable, then a lot of Microsoft’s cloud compute growth isn’t sustainable ether. Especially given that a significant amount of the associated “revenue” growth is just them counting redeemed credits as revenue. Credits that they traded to OpenAI in exchange for access to the IP and models that they built copilot on. So if openAI can’t run a sustainable business renting out Microsoft’s GPU compute to run openAI’s models, what makes Bill think Microsoft will be able to do so by running those same models them selves with that same GPU compute?
If we ignore that shell game of “revenue growth” then the rest of their increase in profits comes from incredibly short term and short sighted strategies, such as huge layoffs across multiple divisions and jacking up prices for 365 subscriptions. In fact they’re probably over valued right now given that their current valuation is based on the assumption that they will continue to grow at the rates they have in the past. Price(of their shares) to earnings(earnings per share) across the whole market are at record highs. A price to earnings of 21 to 1 would be exceptionally high 30 years ago. The fact that the average P/E of the companies on the S&P500 is 31 to 1 doesn’t mean Microsoft is undervalued, it means that most companies are massively over valued. Like, you need to be expecting insane growth over the next 10 years to justify P/E’s like that.
what does the 365 package give me that i dont have with a 3 dollar office 2016 key?
also with all this fuckin money, how does he not have a presentable background at either the office or at home? are you this eager to use ai in every second of your life?
Email and cloud storage basically
Microsoft is doing a good job of doing just that
Europe already starting to test that.. EU digital sovereignity is only really in its infancy with France, Germany and Denmark leading the way in moving quickly away from it. Thanks partly (mostly) to Trump ordering them to block access to ICC.
9 staff members, 6 Judges received sanctions from Trump for investigating Israel for warcrimes.
So it's not just Microsoft.
MasterCard and visa, Google etc.. all slowly going to feel the affects.
TRUMP best success !
There would need to be major structural changes in how investment works in Europe IMO. With markets so fractured, you just can't muster the kind of capital you can in the US, so companies that get successful in Europe often end up bailing to the US to get traded for the greater availability of investment capital.
I'd love to see the EU really put up serious competition to American tech services, but I just can't see it happening without that getting addressed first.
That's what Linux had needed for years. The reason Windows took over was because they won the business/government market.
Omce the tools for business/government mature and companies start offering proprietary software compatable with Linux by default, it will snowball.
The beginning of the balkanization of the internet
If we could get a Balkanized USA I'd be so happy
Let’s hope you’re right and our governments will really start to move away from these evil tools.
I hope my country joins the movement.
"From tiny acorns, mighty oak trees grow"
It is corny (because we hear it so often), but it's true. You don't have to start any movement on your own etc. But plant the seed in other peoples head.
No conspiracy theory, no 'fake news' etc.
I won't agree fully with the Sovereignty movement until I know it's not being used.
But just facts. Maybe it will reach enough ears that someone will decide to do something about it that will start your country to join the movement away from US big tech.
Honestly, from this post title, I thought this is satire; including the name Bill Ackman. I thought this Bill is a satire version of Bill Gates.
Fuck this guy in particular. One of the wall street scum bags at the same level as a16z. If they think something is good you can bet it’s the opposite.
Deluded
Gee thx Bill, nobody really knew what kind of company Microslop was until you explained it.
What’s the worst thing you could find on Mars? Microsoft Teams!
Total Recall 365 MartianPass Ultimate™ + Clippy with 3 Boobs DLC
Clippy with 3 Boobs DLC
Hear me out ...
I pasted
Thats always where things are right before the over leveraging of a company's market dominance makes them less competitive and they fall off 😅
People are forced to use that at work because there's no option apparently. Open office, libre office... LA LA LA LA..
The office suite is no longer the sole issue. Most now think of 365 as a single purchase license of office apps, along with communications, video conferencing, email hosting, bookings, planner, a tb of cloud storage per user, etc to add on top, for $12/mo.
Its cheap for what you get, at least if you look purely at the dollars since MS will nickel and dime for every single cost possible.
There isnt a 1:1 in the open source world, its multiple tools that need a managed infrastructure to support. Its easy to see how small businesses can fall into the trap.
All the things you listed have much better offerings for free. The place I work for is small and we only use the email, teams and the docs. The rest is other software because 365 is terrible at everything.
Example : open an existing doc. Go to "save as". That prompts you for a new file name as expected. Now go to browse so you can select where you want the file to go... Or don't, just click save and it will ask where to put the file. Then you realize your new filename is gone! You gotta type it twice and the first time doesn't matter at all you can call it dick first. That's like kiddy level software development testing that has not been corrected in over 7 years now! Imagine all the wonderful security things we don't see.
All the things you listed have much better offerings for free.
Free as in freedom, yes. Free as in beer.... Not really. Hosting your own vc infra is not easy and will easily burn through your bandwidth.
The rest is other software because 365 is terrible at everything.
Welcome to the "trap" part. This plus the cost of migrating to something else keeps execs who don't know better on the same path.
Really not much different than Cisco at this point and why its still there despite the horrifying licensing and terrible ai integrations.
In Spain administrations and companies since years are using LibreOffice and other alternative suites, simply because they save a lot of money with it, apart an easier adaptation for their specific use (FOSS).
Europe has a lot of excelent, oft even better, alternatives to the US Big Tech. Not to use it isn't a tech problem, but a political and lobby one. There are also more and more computer shops selling devices without OS (FreeDOS by default), installing the needed OS on demand.
I upvoted you, because by and large you are right. As a caveat though some people do have office tied up in automated workflows with scripting in some sort of M$-language. In that case you would have technical hurdles in addition to lobbying and politics.
That is the point, there isn't a really perfect OS, it always depends of what you need and what you want to do with it. Linux has a lot of advantages, but also some big flaws which made it not so good for some tasks. It's eg. still not so plug-and-play like Windows for everything, there are too much different distros, not always compatible one with another, apart also some with a deficient maintanance. Due to Windows is the by far most used OS, it has also a way bigger Soft catalogue as any othe OS, even in FOSS and professional apps. Maybe this will change in the future. But on the other hand, as said before, it needs an advanced intervention to turn it in a fast and reasonable private OS.
We were talking office suites, but yeah. Though M$ should have lost the OS wars not against Linux (it was a fledgling OS at the time) but other systems of the day. OS/2 was what a stable win3 should have been. VMS or true64 Unix could do stuff windows server could only dream of. Yet marketing to pointy haired bosses brought MS the victory, not technical merit.
Well, I mencioned the OS, because I don't know much users of MS Office on Linux. Certainly for servers the best option is always Linux. OK, UNIX, AFAIK Windows is also based on UNIX, it even has still its paleolitic Finger Protocol, even present and usable in current Windows 11 (I don't know why, but there it is).
Write in the command line to demostrate it (a simple hello from me):
finger zerush@happynetbox.com
or type simply finger in the console, which listed the syntax options
You can create a own handle using https://happynetbox.com/, this at least permits an communication system when all other fails.
Open Office? 2008 called, they want their office suite back.
Watch me, bitch.
Lol
lets take that as a challenge!
according to the internet he has a return on investment of about 9% in the last 10 years (CAGR). msci world index (which is usually used to compare to see how well a fund performs, and has index funds which track it) made around 13.65% (so a lot higher).
So i would not put too much attention to this guys opinion, sure maybe he is taking less chances (less scary drops in the fund value that some investor don't like) but looking at the graphs it doesn't seems that way.
I think it's a good to do this exercise , a lot of active investing seems like snake oil (although probably not all of it, at least according to some data and research). someone even wrote a book on the subject called "Where are the Customers' Yachts".
Google may have already disrupted Microsoft's dominance somewhat. At least here in Finland a lot of businesses prefer to use Google Workspace rather than Office365 - everybody also seem to think that Google's solution is far superior usability and performance wise compared to the Office and the sluggish mess that is Microsoft Teams. It also doesn't hurt that Google is also offering free tier Workspace; few of the hobby groups I'm part of have chosen Workspace for file storage, remote meetings etc., without any discussion on what solution to use. It seems as if Google Workspace is now the default solution the same way MS Office was in the early 2000's. But these are just my observations and are also limited to Finland (and a little bit to Estonia) so the situation and attitudes might be really different elsewhere.
Obviously Google's Workspace being "free" means you, the user, are the product. But I also think that Google's Workspace has probably demonstrated to the masses that there are alternatives to MS Office, and that MS Word is not the only text editing software in existence or that you don't need Excel to work with spreadsheets. Maybe in 5 to 10 years LibreOffice, Euro Office and similar solutions have gained much more ground as people seem to be more aware of FOSS solutions and their benefits in general, especially in Europe where companies and public offices are pulling out from the US tech anyway.
All because they throw it into b2b with teams and ado and windows and whatever other shit they call software.
He has a point, even though it's not a good one: Microsoft sells lots of products in a bundle at a certain price point which is hard to beat if you need all of the products in the bundle.
However, nobody needs even many of the products. Most of the time companies only use a few of them and even then, they often only use some of them because they're bundled, not because they're good.
It's basically "bundle a few good products with a few shitty products so everyone uses the shitty products because they're 'free'". Vendor Lock-In.
People didn't switch to other products since they were "good enough", but lately Microsoft products slowly become so bad that even the laziest people realise they might want to switch.
context?? sounds desperate