Microsoft and Software Get ‘Epsteined,’ Leaving a Trail of Suicide Notes
SaaS drawdown deepens
First came the warnings. Then the footnotes. Then the “non-cash,” “timing-related,” “AI-transition” excuses. By the time Microsoft collapsed, software had already left a sector-wide suicide note, scattered across transcripts, slides, and adjusted metrics nobody wanted to read. Let's have a look at the carnage.