Really interesting to consider the bull case for Microsoft, because they have the right pieces in the right position — and it’s hard to look at any of the tech majors and say the same thing here today.

I really hadn’t considered Bing’s proliferation in 2MA’s tech ecosystem, but that’s an important bonus.

It’s now down to execution for Nadella & Microsoft…

“Perfection is achieved not when there is nothing more to add, but when there is nothing left to take away...” 👉