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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Microsoft Cloud Announcement, Cordova and Windows RT, Xbox Silliness
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Level3 and Internet Congestion, Dropbox Data Leak, Microsoft Surface
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Daily Update: Microsoft, Qualcomm and Amazon Earnings
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Daily Email (2014-04-22): Microsoft, Cloud Services, and Amazon
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Black Box Strategy
With the announcement of the Amazon Fire TV and the leak of the alleged Android TV, all of the major players have (or soon will have) a TV offering. There’s been a lot of talk about how similar the products are, but those similarities are for good reason; what is more interesting to me are […]
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When CEOs Matter
Sometime in 2012, during the runup to Windows 8, I was on a call with a Microsoft Developer & Platform Evangelist (DPE) strategizing how we would approach a particular partner.1 I asked his opinion of a specific feature in this partner’s iPad app, and was shocked at his response: “I don’t own an iPad, and […]
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Box, Microsoft, and the Next Enterprise Platform
Let’s get one thing out of the way: there is nothing about Box’s S-1 filing that suggests tech is in a bubble. Indeed, the fact Aaron Levie and company are not yet profitable is a good thing. To understand why, you must read Should Startups Focus on Profitability or Not by VC Mark Suster: There […]
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Microsoft’s Mobile Muddle
Saying “Microsoft missed mobile” is a bit unfair; Windows Mobile came out way back in 2000, and the whole reason Google bought Android was the fear that Microsoft would dominate mobile the way they dominated the PC era. It turned out, though, that mobile devices, with their focus on touch, simplified interfaces, and ARM foundation, […]
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Bill Gates’ Steve Jobs Moment
Steve Jobs and Bill Gates, once pirates, now legends, are forever linked in tech history. You know the lore: both collaborators and competitors in the 80s; Gates dominant in the 90s; Jobs triumphant in the 00s. Their career arcs were different though: Gates went out on top, retiring to a life of philanthropy, while Jobs […]
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Google’s New Business Model
Excepting the patent and panic-driven Motorola deal, prior to yesterday’s acquisition of Nest for $3.2 billion, the previous largest deal Google’s history was DoubleClick for $3.1 billion 2006. Beyond the similar dollar figures, it’s a deal worth considering for what it says about Google then and now. With the acquisition of DoubleClick, Google solidified its […]