The vibes may not be with them but enterprise adoption seems to be:
https://www.a16z.news/p/leaders-gainers-and-unexpected-winne...
At $37B they also have the highest publicly disclosed AI ARR in the industry, so the article above is probably not too wrong. Sure it can all go sour in the future, but so far they seem to be doing better than most in the industry.
MSFT has never done too well on the vibes meter, but also it seems vibes don't matter as much in enterprise.
For a lot of businesses outside of the US, using other cloud models is considered a serious data risk.
IBM still exists. They're the perfect example of how far a corporate behemoth can keep rolling after it effectively dies.
Microsoft is effectively dead.
It's easier and less hassle to use Linux desktop environments than to wrestle with Windows bullshit. Their flagship product is a sad joke, their leadership is flailing for purpose, and their entire corporation is bloated and unable to focus on anything meaningful.
That doesn't mean they'll disappear tomorrow, or in 5 years, or even in 20. They've already lost whatever relevance they had, and will have to fight to get it back. There will be something called Microsoft still churning recognizably Microsoft slop, because they have a lot of money and resources with which to continue flailing.
It's the year of the Linux desktop, and Windows has fallen.
wish i ran a dead company that did 67 billion in revenue last year, with year-over-year increases.
>Microsoft is effectively dead.
damn, and this dead company did 280 billion in revenue last year.
(you have a ~unique~ definition of dead.)
I never understand these takes like they did this much in revenue. OP acknowledges that, they have enterprise down and are too big to fail. What’s to say they couldn’t be doing more revenue? Or even better year over year if they played their cards right. Don’t get me started on GitHub and VSCode. Popular projects are leaving GitHub and VSCode wasn’t able to monetize itself where many forks were able to do so.
Didn't IBM used to be north of US$100B/yr?
Microsoft is the 4th largest company by market cap.
The only advantage they have is inertia; software works on windows that doesn't work on other platforms. Those are a tiny, tiny percentage of cases. Microsoft brings nothing to the table; you're going to have an easier time, be more secure, spend less money, deal with less hassle, if you use Linux. Linux hassles me less over the course of a month than Windows does in a single day of use.
So yeah, Microsoft has a lot of wealth and resources. They don't have a point, anymore. There's no innovation, progress in development, novel or unique products, etc - they're effectively dead, as far as the market goes. They're going to have to undergo an epic struggle and battle for relevance, or within 20 years they're going to be a lot like IBM or Yahoo or even Bear Sterns.
They're the 4th largest company because they underwent an epic struggle and seized on a purpose and were driven to develop the best in class enterprise operating system and went tooth and nail against Apple for decades. Now they're a second rate mishmash of adtech surveillance grifting, meaningless, flailing product development, prancing around and cashing out the reputation that was built, and supremely vulnerable.
But yeah, they're big. I'm sure that will suffice to keep them alive for a long time. There just won't be a point - unless they get leadership that revitalizes the entire organization. I don't see that happening.
The main purpose of the software is as a narrative device for making sales.
- c# is a great language that is looked down on by people who haven't used it.
- typescript is also amazing and has helped massively in web front end development and backend.
- .net is cross platform especially in the backend world.
- windows backwards compatibility and hardware support is way better than the alternatives.
- yeah windows 11 is full of so much adware crap it's a shame but i recently switchedy home desktop back to it after giving up trouble shooting a network card driver issue on Linux. The same issue I've encountered multiple times over 22 years running on different hardware.
- and all my gog games just work on windows :)
- yes I know proton, it's amazing, I have a steam deck, but not everything works easily or at all.
GCC, OpenJ9, Wayland, GNOME, systemd,...
Valve has to translate Windows games to have any content worth playing on Steam Deck.
Everyone and their dog use VSCode, npm, Typescript, Github, LinkedIn,...
There is no other IAM/SIEM solution that I know of out there that makes it possible for a single guy to manage the companies' strict compliance requirements.
The complete integration just keeps getting more valuable and hard to replace every day.
Meanwhile, Azure is the #2 cloud and still growing pretty fast. They own nearly the entire dev tool ecosystem at most companies (Github, VSCode, NPM), and pretty much every single F500 company's IT runs on Microsoft tech, for better or for worse.
The mistake is thinking that Windows is still their flagship product. It's not, it's basically a side quest now.
The there is also the cloud like other comments already mentioned.
Almost every corporate IT deployment disagrees with you. Linux is free, if companies could switch to it with no negative consequences they would. And yet they don't.
And in the YouTube video, I think I glimpse the AI delegating and assigning work to the user (hey, you should review this file/presentation) - via Teams or some other chat interface that probably grabs your attention with an obnoxious ping!
Ironically, the vision they seem to be peddling looks quite close to what NocoBase[n] is selling.
Key difference being that NocoBase at least try to increase human agency.
They both suffer a bit from 4gl flaws; how do you version your code, how do you move it to another system, eg when changing employer.
Like, how do bring your customized Chad - senior assistant - with you to Google workspace or fastmail?
For NocoBase AFAIK they have modules, but no real versioning - so I don't see how it is a good fit for developers.
I just recently came across it as I was looking for a ticketing system - and no, I don't want to build my own in a 4gl system if I can help it. But holy shit would I be more inclined to let our org users play with NocoBase rather than set things on fire with chaos agents running on top of OpenClaw!
PS: We looked at libreDesk (too simple, missing things like merging issues) - looks like we'll go for FreeScout.
I'm kind of sad that Trac/Apache bloodhound died (and I think died, not just became feature complete) - they worked pretty well for email first support tickets.
[a] https://www.microsoft.com/en-us/microsoft-365/blog/2026/06/0...
>managed with the same rigor you expect from any first-party Microsoft service.
There's a running joke that you don't pay some mariachis for singing, you tip them to get them to go away.
In a similar vein, Maybe Microsoft can figure out how to monetize not having to use Windows as a service.
"You don't have to use teams and outlook any longer" is certainly a nice pitch.
so I guess, one more tool does not really matter
Microsoft is about to introduce a worse and less secure version of OpenClaw to their Enterprise customers. What could go wrong??
"Get the confidence to move from agentic AI experimentation to enterprise-scale operations by giving your IT and security teams a control plane to observe, govern, and secure every agent across your organization."
They never seem to have any problem with this if you take out the words "vibe coded", so it's not that crazy to me that adding it doesn't make a difference
As far as I know MSFT started open sourcing some of their own tech just shy of a decade ago, but white labelling OS tech I haven't seen much, maybe WSL?
I'm not sure, but it's not what I said, so I'm not sure why you're asking me. What I said is that if you take out "vibe coded" from "Microsoft putting their name in total vibe coded slop that breaks every release and super bloated", you get something that they already do. I don't see anything about OS programs in that.
Meta ruining it's pristine cybersecurity reputation, and Nadella throwing this buffoonery on the same week.
When the AI market crashes, it will be the first market crisis where employees will be hired en masse rather than fired.
TAX THE TOKENS
100%
Don't let these companies take from our societies without giving back
politicians: if you aren't taxing the tokens you ain't getting my vote
Edit for those curious:
https://devhumor.com/content/uploads/images/August2016/Chrom...
_Which_ copilot? Lots of big businesses are buying github copilot for their devs, I wouldn't call it a flop by any stretch.
I doubt you’ll feel so strongly in a month or two.
They didn't learn with CoPilot having no adoption.
They didn't learn with Windows 11 being completely useless
They didn't learn with GitHub having security breach left and right
Some companies never learn I guess.
