While some large tech companies like Microsoft and Google have characteristics of monopolies with significant competitive advantages and the ability to last longer than past dominant firms, index rotations still suggest that significant company change is likely in coming decades, making permanence of tech dominance uncertain despite current apparent moat durability

forecastpending

Speaker

Scott McBride

Evidence Quote

I think there will definitely be significant change...I would expect change in the coming decades

Source

A $33 Billion Value Manager Who Has Actually Outperformed | Scott McBrideExcess Returns
Created: 8/11/2026, 7:48:51 AM

My Notes

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