The focus is really cloud and AI, they're really pushing that route. Could you possibly see some sort of spinoff in the future where they spin off the kind of slow-go and cyclical nature of the person's computer business? Well, I think this happens because they created a flywheel. But I could see if they come to a phase where the growth is ending and it becomes more about shareholder value at that moment in time then I can see spinoffs happening.

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode