I have always felt that Apple is overvalued and overrated at iPhone v15 with zero innovation. Principally the big revenues now come from M3 accelerator chip, services (App store, Apple TV, cloud), and milking iPhone and iPads - OLD SCHOOL stuff built by Jobs 15 years ago. As Jobs used to say, Tim Cook is a LOGISTICS wizard which fit perfectly as COO - overseeing manufacturing, sales, etc globally. Supply chain. But innovation ngumu - dude has built nothing for years.
Microsoft on the other hand - still has Bill Gates behind the scenes. Satya Nadela is another Tim Cook who can sell you a bridge but the brain still Gates who is listed as Board Tech advisor. 👀
Microsoft under Gates goofed on mobile where they had DOA Lumina sijui Nokia. Then Steve Ballmer fumbled on cloud foolishly taking Oracle as the big competition as it had been in PC era. But they handily brought in Satya Nadela who has been rock-star cloud and gaming. Which are subscription services. In consumer electronics - gadgets - Microsoft still blown dust by Google, Apple, AWS.
Obviously next arena is AI - and here Nadela the bald-headed mhindi is visibly fumbling... lost ground to Google, Nvidia, AWS - but pulled a jiujitsu move by buying Activision Blizzard and ChatGPT.
So Microsoft has staying power of enterprise software Windows and Office on Azure - and now big in gaming and AI. Of course the Open AI crew should never have agreed the idiotic $10B for 50% controlling stake from Microsoft - cause duhh it was obvious AI was kicking all cylinders with Nvidia growing like mushrooms in Spring. Open AI should have gone for loans not stock sellout.
Apple is propped up by old hardware, services and the M3-nano chip they were almost too late to rollout. But they have new top-dollar hires building "Apple Car" - 20 years behind Tesla and BYD 😀😂
It about time they were beaten by Microsoft in market cap.
Topic: Microsoft finally eclipses Apple market cap (Read 6294 times)