Microsoft And The Liberation Of Satya Nadella


  • Microsoft announces its strategic AI (artificial intelligence) initiative.
  • While the Search space is the primary target, in fact the company is strategically implementing AI across product spaces.
  • This initiative expresses a boldness that CEO Satya Nadella has displayed since becoming Microsoft’s leader.
  • The company enjoys strengths across multiple spaces, and does not need to “defeat” Amazon or Google to continue to thrive.
  • I believe that Microsoft is a strong candidate for inclusion in any investment portfolio.
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This is a piece about Microsoft (NASDAQ:MSFT) and its prospects as a company and its value as an investment. The title is a reference to a statement that Microsoft CEO Satya Nadella made about the opportunities that AI are

Disclosure: I/we have a beneficial long position in the shares of MSFT either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Additional disclosure: I am also long AMZN and COST shares.

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