Episode notes
Daniel Mahncke and Shawn O'Malley take a deep dive into Microsoft — the $3 trillion incumbent whose entire investment thesis now hinges on two of the most contested questions in technology: whether AI will reinforce or quietly dismantle the software franchises that built the company, and whether the OpenAI partnership is the strategic masterstroke it appeared to be in 2023, or a relationship that is slowly turning from asset into liability.
IN THIS EPISODE YOU’LL LEARN:
(00:00:00) Intro
(00:01:27) About all major business units
(00:12:05) How LinkedIn’s business works
(00:18:24) How the cloud business keeps growing
(00:21:17) What the future plans for gaming are
(00:24:49) Why the Office products might be in danger
(00:50:52) How AI is challenging Microsoft’s software
(00:55:10) Who captures the most value from AI
(01:22:46) Whether Shawn and Daniel add MSFT to the Intrinsic Value Portfolio
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
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