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> Out of all of them, I think Microsoft is the most likely to fail, as they are likely to be blindsided when the user-focussed desktop OS

That might have been a reasonable assessment back in Balmer’s era. But what you saying has already happened years ago…

They have mostly reinvented themselves since then. Enterprise/office isn’t going anywhere. Xbox if fine too. And there is a lot of growth in their cloud/etc. business.

IMHO out of Google, Amazon & Facebook, Microsoft seems to be the least dysfunctional and and general best positioned one to be successful in the future.



Xbox doesn't seem fine. I think it's propped up by game pass having cross platform title access with windows but it's still under the Xbox balance sheet, but growth and number of exclusives doesn't paint a healthy picture.


Yeah by Xbox I mean the console + game pass + PC/Xbox gaming division. The console itself at this point is not much more than a cheap(ish) locked down gaming PC.




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