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Daniel Mahncke and Shawn O'Malley take a deep dive into Microsoft — the $3 trillion incumbent whose entire investment thesis now hinges on two of the most contested questions in technology: whether AI will reinforce or quietly dismantle the software franchises that built the company, and whether the OpenAI partnership is the strategic masterstroke it appeared to be in 2023, or a relationship that is slowly turning from asset into liability. IN THIS EPISODE YOU’LL LEARN: (00:00:00) Intro (00:01:27) About all major business units (00:12:05) How LinkedIn’s business works (00:18:24) How the cloud business keeps growing (00:21:17) What the future plans for gaming are (00:24:49) Why the Office products might be in danger (00:50:52) How AI is challenging Microsoft’s software (00:55:10) Who captures the most value from AI (01:22:46) Valuation discussion of Microsoft (01:26:13) Whether Shawn and Daniel add MSFT to the Intrinsic Value Portfolio Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive ??????????????????????????????????????????????????????????????????????????TIP Mastermind Community??????????????????????????????????????????????????????????????????????????. Microsoft ??Investor Relations??. World Economic Forum ??Interview with CEO??. Follow Daniel on ???????X??????? and ???????Linkedin???????. Follow Shawn on ??????X?????? and ??????Linkedin??????. Related ???????????????????????????????????????????books??????????????????????????????????????????? mentioned in the podcast. Ad-free episodes on our ????????????????????????????????????????????????????Premium Feed???????????????????????????????????????????????????????????. NEW TO THE SHOW? Get smarter about valuing businesses through ??????????????????????????????????????????????????????????????????????????The Intrinsic Value Newsletter??????????????????????????????????????????????????????????????????????????. Check out ???????The Investor’s Podcast Starter Packs???????. Follow our official social media accounts: ??????????????????????????????????????????????????????????????????????????X?????????????????????????????????????????????????????????????????????????? | ??????????????????????????????????????????????????????????????????????????LinkedIn?????????????????????????????????????????????????????????????????????????? | ??????????????????????????????????????????????????????????????????????????Facebook?????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????. Try our tool for picking stock winners and managing our portfolios: ??????????????????????????????????????????????????????????????????????????TIP Finance?????. Enjoy exclusive perks from our ??????????????????????????????????????????????????????????????????????????favorite Apps and Services??????????????????????????????????????????????????????????????????????????. Learn how to better start, manage, and grow your business with the ??????????????????????????????????????????????????????????????????????????best business podcasts??????????????????????????????????????????????????????????????????????????. SPONSORS Support our free podcast by supporting our ?sponsors?: Plus500 Netsuite Shopify Vanta References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor’s Podcast Network is not responsible for any claims made by them. Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
