> They could have shipped a good product with all those billions

They did. It's called Azure: https://www.geekwire.com/2026/microsoft-tops-wall-street-exp...

Not sure "good product" and "Azure" really belong in the same sentence.

Have you read this?

https://isolveproblems.substack.com/p/how-microsoft-vaporize...

I know a few people who worked on Azure’s FedRAMP ATOs, and “good” is not a word I’ve ever heard them use.

That's largely a product of work in the 2010s. What's their next Azure? Clippy on steroids probably won't cut it.

Their next Azure is the same as the next App Store and the next YouTube; they are services, you just keep operating them while they're in the green.

Microsoft's B2C reputation is undeniably burnt, but their B2B mindshare is unshakable.

the cloud used because execs have already got a microsoft contract. (not to mention the fun licensing problem)