Microsoft (MSFT) has been a rollercoaster for me in terms of sentiment. I have personally been able to watch how Azure can make projects feasible that would have otherwise been pushed off indefinitely because the capital investment couldn’t be made. On the other hand, I have been frustrated by Microsoft constantly putting out half-finished projects, sunsetting products prematurely, and charging outrageous prices for certain parts of Azure (looking at you attached disk that somehow costs $80/month…). I am currently of the mindset that this is a company that only has a resource management problem. If Satya is able to figure out how to keep his workforce working towards the same vision and is able to keep hiring high-quality talent, it seems like they can’t be taken down. They have already shown that companies prefer to have a single partner so it is going to be hard for anybody to take out MSFT without bringing a lot of the business toolset to the table OR figuring out how to get a company to use a product that isn’t MSFT and also pay money for it. At the moment, I can’t think of how to get a company to do that, so I believe MSFT will keep getting bigger.