- Entry
- $444.11
- Final
- $424.16 -4.5%
- Target
- —
- Score
- -0.45
# The Monetization of Inertia: Why Davos 2026 wasn't a capitulation, but a signal that Microsoft is winning by servicing corporate inefficiency rather than fixing it. Davos 2026 take: Microsoft isn't "slowing down." They are winning by letting corporate inertia kill SaaS. Everyone is talking about how "depressing" or "pragmatic" Nadella sounded at Davos this year. The narrative seems to be that the AI revolution is hitting a wall of supply-side issues or just slowing down. I think that's a …
— ORIGINAL POST ·
The Monetization of Inertia: Why Davos 2026 wasn't a capitulation, but a signal that Microsoft is winning by servicing corporate inefficiency rather than fixing it.
· r/investing
· Jan 22, 2026