Rihard Jarc's avatar
Interesting to see that $MSFT, $AMZN and $GOOGL have two of the same pillar. Cloud & ads.
Heavy Moat Investments's avatar
@rihardjarc Yep, still large differences though. For Google it's pretty much the only pillar, considering the cash GCP is burning still. For MSFT it's still a small part and for Amazon it's a very important part of the business.
Rihard Jarc's avatar
@stonkmetal Yeah althought seeing higher growth in GCP in the last quarter (of course it is smaller) but seems to be gaining market share. I wonder how big Azure actually is vs AWS. Estimates are all over the place.
Joshua Simka's avatar
Continually impressed by $MSFT under Satya Nadella's leadership. I can't wait to see what they do with AI!
Heavy Moat Investments's avatar
@tomato Exciting timse ahead!

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