Microsoft
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Microsoft argued there is an AI platform shift, and the fact that Windows is interesting again — and that Apple is facing AI-related questions for its newest products — is evidence that is correct.
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Microsoft has come full circle from the company that cared more about Windows than Office; the retirement of the Office name is possible precisely because Microsoft gave up on Windows and went to the cloud.
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The Windows division no longer exists at Microsoft, marking the end to a four-year process of changing Microsoft’s culture.
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There are striking similarities between Microsoft today and IBM in the Lou Gerstner era, but today’s IBM should be a warning to Redmond.
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It is very fair to say that Apple is threatened by the potential rise of AI. Google, though, is also threatened by its inability to own customers’ attention. The solution for both companies may entail…
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Microsoft needs to first understand the type of company it is, and choose its strategy accordingly. That means focusing on services, not devices.
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Daily Update: BuzzFeed Busted, LinkedIn Buys Lynda.com
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Daily Update: Google and Mozilla Ban CNNIC, GitHub Attacked by Great Firewall, Apple Tops in Urban China
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Daily Update: Microsoft is Rebuilding Office, Amazon Home Services
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Daily Update: Lenovo’s Superfish Debacle, AT&T Prices Privacy
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Redmond and Reality
Microsoft’s dominance in enterprise software was built on the difficulty of managing software installations; SaaS removes that linchpin entirely.
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Daily Update: Net Neutrality!, Microsoft is Seizing Their Mobile Opportunity
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Daily Update: Microsoft Earnings
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Daily Update: Microsoft’s Windows 10 Event (and Project HoloLens)