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>> No.57413483 [View]
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57413483

>>57413115
Ok here's my schizo rant on the weaknesses all the tech "darlings" have and why I think they are becoming zombies.
>microsoft
They never made any significant products to drive profits beyond excel and windows up to a certain point. By the time ballmer left, their momentum was gone in building business acceptable software. The typical defense people come up with is that they are the standard in business, yet their products are becoming bigger and worse cybersecurity nightmares. This won't be acceptable forever and companies will move away from their software or go bust in escalated ransomware warfare and microsoft loses customers, it goes down the path of boeing then the path of 3M in terms of stock health. They are getting eaten alive in the gaming sector to valve and nintendo. Their marketcap is blowing up in a bubble after a QE bubble while their business model is turning into a shaky netflix subscription service. AI for microsoft is windows 8 tablets, a gimmick that gets pushed aside instead of a real profit machine.
>apple
They are dying slowly, new mac users are coming from windows but that is not a long term growth channel considering personal computer purchases peaked a decade ago. The vision will never catch on in the state of our economy as we will never go back to a QE obama era economy. Tim cook put the company on autopilot from steve jobs momentum, they are going down the path of GE or ford. Eventually like windows for consumers being infected by designers destroying functionality their mac os will get infected and using a new mac will be like buying a ticket to a boeing plane ride. Traditional computers will be used less and less until its just power users using linux where there is no stock for linux distros.
>google
Their products are not important anymore. Email is a dying trend for people lacking tech skills. Search is a dead end. Power users that would still use google search use alternatives, SEO is dead to tiktok trends.

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