office
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Feb 22, 2024 by Bill Gurley · across every show →
Everything said about office, oldest first
Feb 22, 2024 bullish
Gurley: Microsoft is a clear net winner from generative AI
“People looked at the Microsoft portfolio of assets, especially where they make money around the office suite, right? And said, and the developer community where they also, you know, control a lot of the IDEs that are used to program. And they said, oh, this is…”