Join Daniel Mahncke and Shawn O'Malley as they work through whether Microsoft's software moats can survive the very technology Microsoft is helping to build. What you’ll learn here: Transcript & Host Info: https://www.theinvestorspodcast.com/intrinsic-value-podcast/ 📨 Sign up for The Intrinsic Value Newsletter: https://www.theinvestorspodcast.com/subscribe-youtube/ ▶️ Related Episodes - Valuing Meta (META): Undervalued AI Bet?: https://youtu.be/9ZeC-5la6oU - Unpacking Alphabet: How Google & AI Shape the Future: https://youtu.be/5WYxGi_7rMk - Adobe Stock Analysis: Designing a Creative Empire: https://youtu.be/L48_x-j4kOE Listen to our episodes here: https://open.spotify.com/show/7dnn22EWyo6MLsPaR492BM Visit our website: https://www.theinvestorspodcast.com/intrinsic-value-podcast/ Free PDF: Investing for Beginners: 4 Principles of Stock-Picking: https://www.theinvestorspodcast.com/subscribe-youtube/ ⚠️ Disclaimer: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting. #Microsoft #ArtificialIntelligence #TechStocks #ValueInvesting #StockMarketAnalysis