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Don’t forget Microsoft - by John Luttig

luttig.substack.com · 4,401 words · saved by 1 readers

Understanding the behemoth in Redmond teaches us valuable lessons in cloud infrastructure, startup strategy, and the future of software.

Despite its scale, Microsoft is one of the most overlooked companies in tech. It is not a beloved consumer brand like Apple, Facebook, Amazon, or Google. It was not a venture capital success story: Microsoft was too profitable to raise real VC money, so the founders owned 70% at IPO. It is the oldest of FAMGA, hidden away in a different state. But there is a lot more to Microsoft than meets the eye. If it plays its cards right, Microsoft can become the first $10T company. And startup founders would be wise to learn from the behemoth in Redmond. This piece undertakes a daunting set of…

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