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Microsoft: Going Deep with Mostly Borrowed Ideas (MBI) 🕵️♂️🩻
Liberty's Highlights
Microsoft's Competitive Dynamic Changes
I think my closing words would be, again, a reminder that if you are studying big tech, do not underestimate how challenging it can still be to predict how the competitive dynamic will evolve. Amazon basically doubled its logistics network in 18 months. The network that took them like, I don't know, 20 something years to build prior. That's insane when you think about it. And it's all not lost, but they still got it. They're going to grow into it and optimize.
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