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Why Microsoft Is Eating the Enterprise Software Stack
Microsoft's stock is up over 7% in the past week, and Lucas and Luna dig into why. It's not just about cloud AI—Microsoft is quietly embedding Copilot across the entire enterprise software stack, from GitHub to Dynamics to Office. Lucas shares that Microsoft's commercial bookings grew 29% last quarter, the highest in two years, driven by multi-product deals that lock in customers for years. Luna questions whether this is sustainable or just a bundling win. They also touch on how Microsoft's capital expenditure is shifting from consumer AI to enterprise verticals, and why…
The skinny
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