Becker Private Equity & Business Podcast
The Tortoise or the Hare: Microsoft, Apple, & NVIDIA 5-3-25
Sat, 03 May 2025
In this episode, Scott Becker compares Microsoft, Apple, and NVIDIA through the lens of the “tortoise and the hare” parable, highlighting Microsoft’s steady rise to reclaim the top market cap spot, with Apple and NVIDIA following.
Chapter 1: What is the tortoise and hare analogy in business?
This is Scott Becker with the Becker Private Equity and Business Podcast. Today's discussion is the tortoise or the hare, Microsoft, Apple, and Nvidia. So here's the issue today. Microsoft reminds me of sort of the three of the tortoise in the concept that slow and steady wins the race. Microsoft has so many businesses. They're in the basic word business or operating system business.
Chapter 2: How is Microsoft performing in the market?
Chapter 3: What factors contributed to Microsoft's market cap rise?
Chapter 4: How does Apple compare to Microsoft in market cap?
They're also in the LinkedIn business, and they're famously now in the cloud business and rocking and rolling there. They are now number one in market cap again at $3.25 trillion as of midday on Friday. They've overtaken Apple, which spent much of the last five years in the number one position. Apple is down at about $3 trillion, $3.04 trillion.
And then Nvidia, which I think it was the here, although it's given the long, long time they've been in the business, how hard they've worked to build their business, but they had the timing right with the AI revolution and so forth. But I think in this year, because it's more recently that they've become one of the top market cap companies.
But where we're at today, the tortoise and the hare, Microsoft's number one, Apple's number two, and NVIDIA's number three in market cap. It's not too different than some of the people I play sports with that might jump out to leads, but in the long run, I'm more like the tortoise that keeps showing up and keeps on winning.
I say that last part somewhat facetiously, but the tortoise and the hare, Microsoft number one, Apple number two, NVIDIA number three, thank you for listening to the Becker Private Equity and Business Podcast. Thank you very much.