$Microsoft(MSFT.US) Forward: Dealers have informed that Microsoft will raise the price of its ERP software by 10% within a few months. Just like it does almost every year.

At a meeting attended by IT managers from medium-sized accounting firms, the consensus was that everyone would give their colleagues access to Microsoft Copilot. Even though it's an inferior product compared to Claude. But Microsoft's privacy commitment—servers located in Europe—carries more weight than product quality. This also kills many promising AI tools that cannot provide such guarantees.

Using Vibecoding or making your own tools with AI also cannot spread rapidly. A tool can be made quickly, but testing, deployment, training, and maintenance take much longer. And this is not our core business. To beat software on a large scale, you yourself have to partially become a software company. This is too far away for many, so they still stick to procured standard software.

Therefore, based on what I hear in the industry, Microsoft's moat still seems quite solid.