TIVP070 (Video): Microsoft (MSFT): Is Microsoft a Misunderstood AI Opportunity? w/ Shawn O'Malley & Daniel Mahncke
The Intrinsic Value Podcast - The Investor’s Podcast Network
Best Outcome: Microsoft-Owned Stack
They describe the ideal case where Microsoft owns software, agent orchestration, models, and Azure compute, maximizing margins.
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.
BOOKS AND RESOURCES
- Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Shawn, Kyle, Daniel, and the other community members.
- Microsoft Investor Relations.
- World Economic Forum Interview with CEO.
- Follow Daniel on X and Linkedin.
- Follow Shawn on X and Linkedin.
- Related books mentioned in the podcast.
- Ad-free episodes on our Premium Feed.
NEW TO THE SHOW?
- Follow our official social media accounts: X (Twitter) | LinkedIn | Facebook.
- Browse through all our episodes (complete with transcripts) here.
- Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance.
- Enjoy exclusive perks from our favorite Apps and Services.
- Learn how to better start, manage, and grow your business with the best business podcasts.
References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
The AI-powered Podcast Player
