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Microsofts moat is gaming. Not security, and not AI.

They need to accept it, and start focusing on the right stuff.




Over the past 10 years or so, that gaming moat has turned into a shallow puddle. There are a few sub-niches of gaming where Microsoft still has a moat, e.g. a few online games that rely on the most restrictive rootkits, and PC VR gaming due to (what I understand to be) highly complex proprietary drivers dealing with very sensitive math that decides whether we have an enjoyable experience or get physically sick.

Most other games have become perfectly playable via Proton. 76% of Top 1000 Steam games have a ProtonDB rating of "Platinum" or "Gold", meaning that they run with no or very few tweaks.

https://www.protondb.com/dashboard


No, it’s Microsoft Office, and they’re doing okay. Like, irreplaceably okay.




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