TIP813: Microsoft (MSFT): Is Microsoft a Misunderstood AI Opportunity? w/ Daniel Mahncke & Shawn O’Malley
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Why Google Couldn't Displace Office Earlier
They discuss file format standards, enterprise power users, and switching costs that kept Microsoft dominant.
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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