Subject: Re: OT: Meta, Google and other moat ponderings
What I wanted to publish here, though, is my astonishment that Meta could in only 2 years: <snip> reach 1/3 of X's monthly users
That is astonishing. But on a qualitative not quantitative level, Zuckerberg creeps me out personally, and Facebook does so corporately.

How about Microsoft? Its financials seem strong, there is a moat given corporate use of established Microsoft products, and Azure AI is growing revenue 50% YOY with Azure holding 34% of the cloud infrastructure market (as of 2024 report to shareholders). It's trading at forward P/E of 26 compared to Meta of 23, and P/S of 12 end of 2024 compared to Meta 9.3, so somewhat more rich. But I've been impressed how Nadella has been investing in AI with an eye towards not being fully tied to OpenAI, apparently a prudent CEO. Meta is doing well in AI also, but MSFT is focused more on enterprise level whereas Meta seems more focused on social media and the 'creator' level. If I had to guess, I'd guess more money, or at least more stable money, would come from the enterprise level, and MSFT will continue to increase its enterprise moat with MSFT's "copilot" incorporated into its enterprise software. MSFT is also into other 'new tech', it has done some ground-breaking work on quantum computing, a technology which downstream could greatly impact AI as well as other things. Meta has stepped back from that. Meta also had a stumble with Zuckerberg's 'metaverse' idea