> I don’t know what’s gotten into Microsoft lately. Remember when it was the Death Star, monopolistically glowering over technopolis and threatening to cut off the air supply of competitors and regulators alike?
Microsoft is a relative underdog now (among the tech giants). Underdogs tend to benefit more, personally, from the greater good, and also have less clout with which to push others around. This makes them come off as being more humble, and if they're smart they lean into that image in their public relations. Just look at AMD and T-Mobile.
With this move Microsoft is trying to fertilize a shared resource, investing some of its own money but also hoping to pressure Amazon - the company it's trying to get a leg up on - to invest alongside it. Amazon has less need for the shared resource and would have to contribute a greater amount to it. On top of that, Microsoft gets some positive PR. It's a smart move.
Edit: I've been informed that Microsoft is currently #1 in market cap, so not an underdog overall. They feel like an underdog in most isolated product categories, but maybe this really is purely a PR move.
Hmm, that's surprising. It has a dodgy foothold in mobile, Amazon (and possibly also Google?) has it beat in cloud services, Google Docs has taken a chunk of Office's territory, Chrome OS is overtaking Windows in education, Mobile+Apple+Chrome OS are swallowing it in personal computing and (I believe) gaining some ground even in enterprise. It doesn't seem like Microsoft has dominance in anything but desktop OS right now.
It's just a general perception, as a casual observer, that Microsoft has been ceding lots of territory lately and not really gaining much.
Only if you ignore the categories of software where Microsoft leads -- Active Directory and Office 365 are SaaS offerings that Microsoft has that are seeing massive adoption, and Microsoft is using that to leverage businesses onto their other cloud offerings.
Definitely going to disagree there. While Google has done more work on commercializing piss-poor AI, MS Research has been at the forefront of AI research since before Google learned how to make money. Google is definitely the second fiddle when it comes to AI research, and it's not even close.
I think Microsoft is the best SaaS provider overall. Google has some quirky offerings with GSuites that honestly arent comparable to other enterprise offerings from a quality perspective- especially if you are used to Office, Outlook and AD. And when it comes to cloud computing Google is a distant third.
Maybe it's just better diversified than its competitors, and it's only an underdog in each individual product category (except desktop OS, for now at least), and not as a whole.
I think of them as the trust fund babies among the tech giants. A lot of people who have actually worked on both Azure and AWS/Google Cloud remark that Azure is awful in comparison, but its their only option because (some reason which ties back to Microsoft's dominance 15+ years ago). In search, after MSN Search, Windows Live Search, Bing Rewards and what not, Microsoft still didn't really put a dent into Google's marketshare. In mobile, they are an also ran. They had to do a 180 on their open source policy to come back to relevance. In other words, if you took away their OS/Office stronghold, it is hard to see them actually competing and winning in any business which has strong competitors.
Which reminds me. I knew some folks who worked at Microsoft who used to talk about open source as if it was cancer - in 2005. Now they display equal enthusiasm for the opposite view. If you have actually seen it, it looks quite like a comedy scene from one of those movies which spoof corporate life, where all employees act gung-ho no matter what.
>Microsoft is a relative underdog now (among the tech giants).
How do you define a Tech giant?
By Market cap they are #1. Here are top 5.
1. Microsoft $895B
2. Apple $888B
3. Amazon $867B
4. Google $816B
5. Facebook $473B
They have been in top 3 for last 30 years with a robust business model. They missed on Mobile and search but hey it would be hard for any tech company to top in each market.
If that's what people believe, it's brilliant! Part of the strategy of Apple's resurrection was making people think they were the little guy; the hip, cool alternative for people who "think different." Now Microsoft can play the same game.
As of right now, MSFT market cap is $895B and AAPL is $888B. Some underdog!
Microsoft is a relative underdog now (among the tech giants). Underdogs tend to benefit more, personally, from the greater good, and also have less clout with which to push others around. This makes them come off as being more humble, and if they're smart they lean into that image in their public relations. Just look at AMD and T-Mobile.
With this move Microsoft is trying to fertilize a shared resource, investing some of its own money but also hoping to pressure Amazon - the company it's trying to get a leg up on - to invest alongside it. Amazon has less need for the shared resource and would have to contribute a greater amount to it. On top of that, Microsoft gets some positive PR. It's a smart move.
Edit: I've been informed that Microsoft is currently #1 in market cap, so not an underdog overall. They feel like an underdog in most isolated product categories, but maybe this really is purely a PR move.