BHI 3.0·Q1 2026 Bulletin
Last computed 14:32 UTC, Apr 29 2026·Spearman ρ = 0.83·Validation: preliminary
Today's bulletin →
Movers · since 14:32 UTC, Apr 29 2026
PLATFORM PROFILEMSFT

Microsoft

$3.04TAzure + M365 + GitHubBig Tech & Semiconductors
6.64
B-index (V3.1)
BLACK HOLE
Capture2.252
Escape0.339
Key Structural Insight

Not one moat — a system of interlocking moats where each increases switching cost of all others.

Eleven-Parameter Profile

5DATAMEMACTPROCNETCLOSEPORTSUBFALLORGMOM
Data Depth9/10
Memory6/10
Action8/10
Process9/10
Network9/10
Closeness9/10
Portability3/10
Substitutability3/10
Human Fallback4/10
Org Depth9/10
Momentum7/10
Capture Escape Extended

V3.1 Decomposition

ComponentValueFormula
CES₄ capture core0.7949CES(d, m, a, p)
Knowledge synergy σₖ0.7348√(d · m)
Operability synergy σₒ0.8485√(a · p)
Synergy boost1.23751 + 0.3·(σₖ + σₒ)/2
Org-depth multiplier1.45001 + 0.5·o
Momentum multiplier1.21001 + 0.3·t
Total Capture2.2524c·(1+0.5n)·core·syn·org·mom
CES₃ escape core0.3317CES(x, s, h)
Feedback attenuation0.7218max(0.3, 1 − 0.35·core)
Total Escape0.3394ε + escCore · feedback
B = Capture / Escape6.642.252 / 0.339

Scoring Rationale

Azure + M365 + Copilot + Windows + AD + Teams + GitHub + LinkedIn. 450M+ M365 seats. Each product reinforces every other.

Parameter Sensitivity

MARGINAL B-INDEX CHANGE PER ±1 SCORE SHIFT
CLOSE9
+1.47
PORT3
-1.01
SUB3
-1.01
FALL4
-0.87
MEM6
+0.71
ACT8
+0.62
PROC9
+0.58
DATA9
+0.57
NET9
+0.46
ORG9
+0.46
MOM7
+0.33
+ raises B (deepens lock-in) lowers B (aids escape)

Comparable PlatformsBig Tech & Semiconductors (7 peers)

#PlatformTickerB-indexZone
01TSMCTSM10.91BLACK HOLEProfile →
02ASMLASML9.62BLACK HOLEProfile →
03AmazonAMZN8.40BLACK HOLEProfile →
04NVIDIA (CUDA)NVDA8.29BLACK HOLEProfile →
05MetaMETA5.22BLACK HOLEProfile →
06AppleAAPL5.22BLACK HOLEProfile →
07Alphabet/GoogleGOOG4.62BLACK HOLEProfile →