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Re:Here’s what Mark Zuckerberg thinks about Apple’s Vision P... by stouset on Thursday June 08, 2023 @11:15PM (#36252672)
> Is Microsoft today in a fundamentally problematic position ?

I mean… pretty obviously yes?

Windows is rotting on the vine, Azure is nowhere near the market share of other players, and while they still have a large installed base of users they’ve done nothing particularly noteworthy in like a decade at this point.

If there’s anyone on the path to being the next IBM it’s them.

Re:Here’s what Mark Zuckerberg thinks about Apple’s Vision P... by davepeck on Thursday June 08, 2023 @11:41PM (#36252835)
Azure ($75.3B in 2022 revenue) is only slightly smaller than AWS ($80B). It’s GCP ($26.28B) that’s way behind. Microsoft has always known how to sell through its channels.
Re:Here’s what Mark Zuckerberg thinks about Apple’s Vision P... by the_duke on Thursday June 08, 2023 @11:35PM (#36252792)
Other points aside, Azure is doing perfectly well, and is much bigger than Google Cloud.

Almost every large company is already a Microsoft customer, and MS does a great job upselling Azure to many of them.

(recent estimates are AWS ~33%, Azure 23%, GC 10%)

Re:Here’s what Mark Zuckerberg thinks about Apple’s Vision P... by wincy on Thursday June 08, 2023 @11:38PM (#36252812)
Azure has over twice the market share of Google’s Cloud platform and the second largest cloud provider? How is that a failure?
Re:Here’s what Mark Zuckerberg thinks about Apple’s Vision P... by ojbyrne on Thursday June 08, 2023 @11:44PM (#36252852)
I think a lot of people spend time on LinkedIn these days. And GitHub.
Re:Here’s what Mark Zuckerberg thinks about Apple’s Vision P... by permo-w on Friday June 09, 2023 @06:08AM (#36255668)
and using ChatGPT