> Microsoft is in a great position when AGI "drop-in office workers" become a thing

While I don't disagree with you here, that's a helluva big bet. It'll have to happen soon enough that other companies aren't able to pivot in time, and despite what Altman says, I just don't see it happening at that timescale.

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mschuster91 an hour ago | parent [-]

> While I don't disagree with you here, that's a helluva big bet.

And yet, one that Microsoft has the best chances. Apple has all but zero presence in BigCorp outside of social media and creative teams. Google has its Workspaces thing plus its web wannabe-equivalents to Office, but that's it. And AWS is an infrastructure provider.

Microsoft in contrast? They're everywhere and most importantly, whatever is in Office 365 automatically has the "compliant" checkboxes ticked for auditors. And MS can easily ride the time until AGI or something coming reasonably close to it is marketable on that moat.

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mouth 28 minutes ago | parent | next [-]

> Apple has all but zero presence in BigCorp outside of social media and creative teams.

Not from my experience. I see product managers/owners and software engineers using Macs more than Windows where I work, and it’s in healthcare, not SV. This move to Mac was gradual, starting ~10 years ago, and I believe a part of this was moving away from native apps to web apps.

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sofixa 3 minutes ago | parent | prev | next [-]

> Apple has all but zero presence in BigCorp outside of social media and creative teams

Depends on the BigCorp. One of the most quentessential BigCorps out there, IBM, is deep into Apple stuff. As far as publicly shilling for Macs with extremely questionablly extrapolated data - they did a pilot with power users for a year, and came out saying Macs cost less in hardware and support than equivalent Windows Lenovos over the full lifecycle of the machine; which is literally impossible to know a year in a pilot with power users compared to the 4 year lifecycle for all sorts of people.

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bikotreats 32 minutes ago | parent | prev [-]

"Apple has all but zero presence in BigCorp outside of social media and creative teams"

Bad take. Apple has a strong presence within the tech and digital agency world. At every company i've worked for (3 tech companies, 1 digital agency), the Macbook is the default issued workstation unless you formally request a Windows laptop.

Some roles, like finance, tax, 3D design, favor Windows but that is generally because certain software they depend on only exists in the Windows world.

Microsoft totally dominates non-tech companies though.

	▲	chirau 26 minutes ago \| parent \| next [-]
		Apple's footprint in BigCorp is a drop in the ocean compared to MS. You said it yourself, "certain software they depend on only exists in the Windows world". That is intentional and the reason is because of MS dominance in BigCorp. Most makers don't find it worthwhile to spend so much time and resources building software for Apple when it has so few users at that level.
	▲	mschuster91 17 minutes ago \| parent \| prev [-]
		> Bad take. Apple has a strong presence within the tech and digital agency world. Oh I'm aware, working at a digital agency myself. But that's not the "bigco" world aka S&P 500, DAX and the likes.