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Top 25 Microsoft Articles on Substack

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Entra πŸ†” News #140 β†’ This week in Microsoft Entra

Learn about Microsoft 365 E7, Passkey registration updates and more!
πŸ‘‹ Hi, Merill and Joshua here with this week’s roundup of the latest news on Microsoft Entra from around the globe 🌍.
Joshua Fernando and Merill Fernando βˆ™ 54 LIKES
Robert Dillon's avatar
Robert Dillon
β€’
Is it possible to use GSA to set up VPN on 3rd party devices?
I was told that GSA only work on a AAD joined Corporate compliant device.



Microsoft Corporation

Research update - shifting gears to software
I had planned to complete the fourth deep dive into non-banking financials with a primer into the insurance industry, alongside a follow-up deep dive on Fairfax Financial Holding (we already looked at Farmer Mac, FactSet and Visa/Mastercard)
Dede Eyesan βˆ™ 15 LIKES







The Crucible Brief #1: Microsoft Under Scrutiny

The content below is educational research and analysis. It is not investment advice, and should not be interpreted as a recommendation to buy, sell, or hold any security. Always do your own research and consult a licensed financial advisor before making investment decisions.
Kaladin Capital Intelligence βˆ™ 4 LIKES βˆ™ 2 RESTACKS

A Founding Story & An Invitation

From the Data Center of the Future to the White Space
If your bandwidth is the bottleneck in scaling your life’s work β€” and you’re tired of facing that alone β€” this is for you.
JoAnn Garbin βˆ™ 8 LIKES βˆ™ 2 RESTACKS



Microsoft: Reinvention and the Financial Evidence of Transformation

When Satya Nadella took over as Microsoft CEO in February 2014, the company faced a critical question: Could a mature tech giant built on Windows and Office licensing truly reinvent itself for the cloud era? Ten years later, the numbers tell a story of one of the most successful business transformations in tech history.
School of Investing βˆ™ 20 LIKES βˆ™ 3 RESTACKS
Nikki Christensen's avatar
Nikki Christensen
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I like to compare company stories like these to the story of Sears. Sears saw the Internet coming and didn't adapt to the changes and so Amazon swooped in and took their place as the shopping giant. Microsoft saw a change coming before GenAI hit and they adapted accordingly. Could have been the same result but Microsoft chose to adapt and change where Sears decided to stick with what they knew.

How to Migrate from Legacy VPNs to Entra Private Access (Real Strategies from a Veteran)

VPN β†’ Entra
Richard Hicks wrote the book on DirectAccess. Then he wrote the one on Always On VPN. Now he’s here to tell you it’s time to move on from both (and other legacy VPNs). Over the last two years, Richard has helped numerous enterprise customers navigate the shift from legacy VPN to Microsoft Entra Private Access, and he’s collected some hard-learnt lessons…
Merill Fernando βˆ™ 5 LIKES

Succession: Microsoft Edition - Episode 9: "Bro Is Cooked"

The most expensive family drama in tech history just ran out of pivots
Photo: HBO/Succession
JHong βˆ™ 6 LIKES βˆ™ 1 RESTACKS
Cosmic Sushi's avatar
Cosmic Sushi
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This was completely intriguing and helped me understand this AI drama literally. Bravo πŸ‘
itzal's avatar
itzal
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The Succession framing is inspired. The Microsoft-OpenAI saga reads like a Saturn-Neptune conjunction in real time β€” the structure (Saturn) built around a collective dream (Neptune) finally hitting the wall where someone has to ask what’s actually real and what was just vibes underwritten by Azure credits.
The timing of Altman’s arc is astrologically uncanny too. This whole cycle accelerated right as Saturn and Neptune met at 0Β° Aries in February. Every 35–37 years that conjunction closes one era and opens the next. Last time was 1989 β€” the year the web was born. This time it’s whatever comes after the move-fast-break-things era. Your episode title might be more literal than intended.



Microsoft plays 1. ... c6

PowerBI has made the first defensive move to protect, or even grow, marketshare as LLMs disrupt BI
I have been writing a fair bit here on how LLMs are going to massively disrupt business intelligence. My strong hypothesis is that LLMs will allow for dashboards to get hyper-personalised, which means that currently popular tools such as Tableau and PowerBI might lose marketshare to code-first open-source BI tools.
Karthik S βˆ™ 1 RESTACKS
Rajat Gururaj's avatar
Rajat Gururaj
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I have a few points which I want to make here :
firstly, this below is not a correct understanding of How PowerBI works and whether any code is written or not.
As many of you might already know (but I didn’t!!), traditionally, PowerBI has been a β€œvisual dashboarding tool”, which means that β€œdevelopers” don’t really write code but actually drag and drop widgets on a screen. There is a complicated and proprietary PBIX format for storing the dashboards, and these are binaries that cannot be read by anything / anyone but PowerBI itself.
PowerBI uses different technologies for the different layers:
1.Data Ingestion & Cleaning - something called M code or M Query - which is Microsoft proprietary SQL lite version for connecting to data sources and doing basic cleaning before you ingest ( M can be used within Excel in the same way) - there is some M code to be written here
2. Data Transformation - Once the data is in you use something called DAX to create measures and calculated columns. This is done in DAX which takes in attributes and you can specify simple logic ( though you can write complex logic if you want)
3. Data Visualization - Finally once the attributes are in the form you need, you create visuals and you format them and can also do some conditional formating and all the other stuff like visual level filtering - there is no code in this layer but needs a through understanding of the underlying two layers
So in summary to have a fully automated functional dashboard - you do have to write code which is M query and DAX. and it is not trivial.
coming to your second assumption that ..."They work less well when your customer teams realise that they are incompatible with LLMs and vibe coding" - basically that no code = no text to train on. That is not true. Ever since my teams got reduced, I have been vibe coding PBI dashboards from scratch and it is as good for that purpose as say SQL or PySpark which I also use LLMs for.
The problem that this new update in PBI is solving is the SDLC one. essentially all the code is on the PBIX file ( which you can't read if you dont have PBI for desktop) . There is no common code-repo structure where all the code resides and which can be checked-out, no branch and master setup and so on. code quality is a huge problem. The way current teams try to solve this is to keep the M code and DAX layers as 'thin' as possible - essentially shifting all the data transformation to the backend system with proper SDLC setup and just the visual layer in the PBIX file.

The Four Faces of Microsoft - Part 1

And no, I don't mean Gates, Ballmer or Nadella, even if we only cover three in part 1.
Microsoft is one of the few companies I actually admire. Sure, it has been accused of shady practices both internally and externally over the years. But above all it has shown to be resilient and mightily profitable.
Boy Kester βˆ™ 1 RESTACKS

Stealth Startup Spy #324

Ex-Vanta, Salesforce, and Microsoft product leader goes stealth, NVIDIA/Google/Microsoft alum builds an AI OS for healthcare ops, & Ex-DeepMind researcher and Google tech lead enters stealth
πŸš€ We just launched a new newsletter β€” Company Launch Tracker.
Drake Dukes βˆ™ 37 LIKES

OpenAI Just Stabbed Microsoft in the Back. And It Started With Anthropic.

Part 4 of the Anthropic-Pentagon saga β€” and this one has nothing to do with ethics anymore.
If you’ve been following this series, you know the arc.
developia βˆ™ 5 LIKES βˆ™ 4 RESTACKS
KTD's avatar
KTD
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Love in the depth analysis. Look forward to reading more of your work. I’ve been making my own attempts to expose the corruption of those in power and give my own views on what’s happening in the world. Would love your thoughts on some of my work.
C Simone's avatar
C Simone
β€’
Wow, a brilliant, clear breakdown of what’s taking place right now and why it’s so important in tech and for those who use it!
This situation is a shambles, it really is betrayal at its core and shows the lower depths of human nature which is greed. It's also a warning to not hand over too much to others and why written contracts are vital as a company never knows when they may need that evidence!
Well done for writing this up and informing us of these things that most unless in this field wouldn't perhaps be aware of. Excellently executed!✨️