1) "OpenAI and Microsoft parted ways because Satya and Sam started disagreeing on capital allocation."
One upside of this that hasn't been reported is Microsoft's desire to avoid of antitrust scrutiny on its partnership with OpenAI, particularly after the coup on Nov 2023.
2) "I don’t believe brand can be a sustainable moat for large companies. Looking out I am bullish on the moat of small brands, but bearish on the giant ones - all of them. That’s a topic for a different post."
That sounds like a great post, as the conventional wisdom is that "no one ever got fired for buying IBM." These big tech company brands have a huge amount of trust and credibility with consumers and businesses.
1) "OpenAI and Microsoft parted ways because Satya and Sam started disagreeing on capital allocation."
One upside of this that hasn't been reported is Microsoft's desire to avoid of antitrust scrutiny on its partnership with OpenAI, particularly after the coup on Nov 2023.
Trump's FTC is still investigating Microsoft: https://rcpmag.com/Articles/2025/03/13/FTC-Expands-Microsoft-Antitrust-Investigation-Under-Trump-Administration.aspx
2) "I don’t believe brand can be a sustainable moat for large companies. Looking out I am bullish on the moat of small brands, but bearish on the giant ones - all of them. That’s a topic for a different post."
That sounds like a great post, as the conventional wisdom is that "no one ever got fired for buying IBM." These big tech company brands have a huge amount of trust and credibility with consumers and businesses.
Appreciate the comment, will try to get to writing something up about the brand value in future!