…you’re thinking about MSFT and what it does in a very limited way…..MSFT is not just sales
of Windows 11 operating system… Gemini AI considerations:
1. Microsoft‘s customer is not (just) the individual
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The vast majority of Microsoft’s revenue does not come from the end consumer who buys the laptop at the mall. It comes from companies (B2B).
- Azure: Cloud services power the infrastructure of nearly every large enterprise, bank, or government agency. Even if a company cuts its staff by half, it will still need the cloud to run its software and AI itself.
- Cybersecurity: The more processes are automated, the more critical they become to protect. Security is a “tax” that companies will always pay, regardless of the number of employees.
2. Efficiency creates new markets
Historically, automation has never eliminated consumption, it has shifted it.
- If AI allows a 3-person startup to do the work that used to require 50 people, we will have many more startups.
- These new micro-businesses will still need Microsoft 365 licenses, Copilot and Azure space. Microsoft is betting on democratization of productivity.
3. Substitution is not disappearance
When the CEO talks about “replacement”, he often means that AI will do the work tasksnot necessarily that human beings will disappear from the economic cycle.
- People will move into supervisory, creative, or new jobs that don’t exist today (think “Prompt Engineers” or “AI Auditors” we didn’t hear about three years ago).
- As long as there is value generated, there is circulation of money.
4. The “AI-as-a-Service” model
Microsoft is turning work into a variable cost. Instead of paying an employee a fixed salary, a company pays a subscription to Microsoft for an “AI agent.” For Microsoft, this is an incredible deal: they become the owners of the digital workforce.
In summary:Saying that Microsoft will fail because those fired won’t buy Windows is like saying that the companies that produced tractors went bankrupt because the farmers left out of work could no longer buy them. In reality, those companies became giants because they sold tractors to landowners who wanted to produce three times as much with less effort.
Do you want me to help you prepare a practical example on how Azure’s revenue exceeds that of Windows to silence the most sceptical?
date: 2026-02-13 05:11:00