Microsoft’s full circle.

Stratechery highlights the excellent strategic position that Microsoft has created after losing their Windows dominance. “Moreover, it seems likely this empire will be more durable than the old Microsoft republic: the entire reason why Windows faltered as a strategic linchpin is that it was tied to a device — the PC — that was disrupted by a paradigm shift in hardware. Microsoft 365, on the other hand, is attached to the customer.” ~ learn more