How Generative AI Services Are Disrupting Platform Business Models (2 of 2) (Tech Strategy – Daily Article)

In Part 1, I detailed two examples of how AI-powered services are going to be superior to digital platforms (in some cases). They were: Uber vs. Robotaxis. Autonomous driving as a service is going to mostly replace ride-sharing platforms. Google Search vs. Neema. ChatGPT and other LLM content creation services are creating alternate and sometimes […]

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My Valuation for Microsoft (Tech Strategy – Podcast 148)

This week’s podcast is about Microsoft and how I approach its valuation. You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts. Here is the link to the Asia Tech Tour.   ———- Related articles: An Intro to Growth and “Birds in the Bush” in Digital Valuation (Tech […]

My Valuation for Microsoft (Tech Strategy – Podcast 148)

This week’s podcast is about Microsoft and how I approach its valuation. You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts. Here is the link to the Asia Tech Tour.   ———- Related articles: An Intro to Growth and “Birds in the Bush” in Digital Valuation (Tech […]

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Microsoft’s 3 Big Upgrades to its 2 Big Platforms (2 of 2) (Tech Strategy – Daily Article)

If we look at Microsoft’s business lines, we can see 7-8 significant businesses. It’s a big company. But I think it’s mostly about 4 particularly dominant businesses. They are: Azure, which is part of a global cloud oligopoly (AWS, Azure, Google Cloud). Windows, which has long been a global operating system monopoly. Office, which is […]

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Microsoft’s Azure Strategy Is “Two Platforms Plus Infrastructure” (1 of 2) (Tech Strategy – Daily Article)

I’ve been looking a lot at Microsoft. It’s a really compelling digital business model. Like stunningly powerful. But it’s pretty confusing. Microsoft has an endless list of products and services. And so many user groups (consumers, enterprises, SMEs, developers, etc.). And, of course, so many types of revenue. For example, here are Microsoft’s major revenue […]