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Ackman views $MSFT as having an "impossible to disrupt" position in enterprise software. The base Microsoft 365 package has 450M users at a very low cost per seat, roughly $200 per customer. It would be nearly impossible for an enterprise to replace these various components with 3P vendors, even... show more
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$MSFT has one of the worst user experiences, G suite is nearly free and excel and power point have become middleware with Claude. Seems like their best days are behind them.
The only reason people still use office 365 is because it takes you like 2 days of digging to try to cancel it.
Yes definitely listen to Ackman, in addition to being an expert twitter essay writer he's also a world class investor
Dude is telling me Microsoft is difficult to replace when his face is clipped on MS Teams
Imagine being @BillAckman and thinking it's still going be humans running companies in the future. Microsoft doesn't have a moat.
Wrong. There are already cheaper alternatives to the 365 package. Microsoft has Windows. That’s it. Someone serious comes along to challenge that and it’s over.
And you can get $MSFT right now for far less than two insiders paid: +$1,986,750 on Feb 18 (John Stanton). Price: $397.35 +$1,450,221 on Dec 12, 2025 (Brad Smith). Price: $377.46
This pitch wouldn't land. A 2nd round interview at his own fund lol.
Microsoft gobble your proprietary data. Don't forget they own LinkedIn and GitHub too. Wish web3 bros would solve this problem instead of building more trading platforms.
Microsoft's P good. I'm writing my next Seeking Article on it. It will be slightly bullish. Not so bullish I'm reading to buy just yet, but I think those buying will do at least OK.
Yea.. impossible to replace Microsoft PowerPoint, Word, and Excel Sure man
This bloody crooked cockroach deserves all the crashes coming his way
One think @BillAckman is missing is Microsoft has the most inferior products but greatest of distribution. I think the distribution moat is going away to people who provide AI services Open Ai and Anthropic. We will not stop here, Even the OS will AI centric not windows in future. Microsoft won't be able to make anything.
$200/seat is insane lock-in math good luck telling 450M users to learn a new tool lmao 💀
Google is coming! M365 is awful just ask any enterprise.
Office combined with Copilot that’s getting better day by day is an extremely powerful tool for larger companies. I can see that Copilot is trusted to use by all our clients. It’s important to know exactly how things work and that the things you do can be tracked and recovered if lost. We are buying more from Microsoft this year than last year!!
He a fake ass trader. He’s a scam artist. @BillAckman = dirtbag rat
how can a guy that rich not have a pro background that doesnt make his head shrink when he moves it?
Unless of course we start to see massive layoffs. Like the ones at amazon, meta, and oracle.
The problem is not “disruption”. People are missing the story. The problem is the number of seats is declining due to AI automation and layoffs. Sure, there will be disruption. But declining seats is primary. All while pissing away FCF.
He's spot on. Enterprise customers for years have looked at moving off Microsoft products, but the cost (not just software costs) to move off are prohibitive. Think mainframes and Lotus Notes. For example, Access is so pervasive that customers just live with the fact that the problem is so big they just have to live with it.
Says the guy whose fund is down 24% this year. Why’re we listening to him.
Are you dumping on us Ackman? @BillAckman
If only people knew how this guy made his money, everyone would stop listening.
Exactly, and $MSFT just remains way too bullish...
Sometimes it’s just that simple
And yet it could fall 43% still.
True, all the people that explained that Teams sucked and wouldn’t catch on are ripping on Copilot, which is used fifty times a day by regular workers. Microsoft is VHS ing AI like they did everything else.
Hack-man getting schooled
@DeepInference 👀
Benni @cleverhandeln, bist in guter Gesellschaft was $MSFT angeht.
He’s right but the chart looks like dog ass. Until that changes it’s not really a long
The question I’m wondering is if the prediction in markets is in a drastic decrease in number of users due to AI agents. Normally, someone may hire a new employee and thus add a license…but if you don’t need a new employee and scale individuals with AI agents, revenue ⬇️
Ackman's not wrong on switching costs. He's wrong about what gets disrupted. Seat-based SaaS is the category under threat. 450M users are just 450M targets for an agent.
AI agents have no use for MS Office
