The End of Windows

The Windows division no longer exists at Microsoft, marking the end to a four-year process of changing Microsoft’s culture.

Microsoft Build, iTunes on the Windows Store

Satya Nadella sketched a new vision at Microsoft Build, but the company has yet to replace the Windows engine. Then, Microsoft (likely) compromises to get iTunes into the Windows Store.

Daily Update: Microsoft’s Windows 10 Event (and Project HoloLens)

Good morning, Today’s update is all about Microsoft’s myriad of announcements yesterday. I think it makes the most sense to think of the event, billed as being about Windows 10, in three parts: Part 1 was the overview of Windows 10, including the vision underlying the operating system, demos of specific functionality, as well as […]

Daily Update: Ello Follow-up, Windows 10, Apple Watch in Paris

Good morning, The biggest news yesterday was that Ebay plans to spin off Paypal. I definitely think this is the right move, but I also suspect it’s too late. I plan to write more about it in a day or two. On to the update: Ello Follow-up I was actually surprised I didn’t get more […]

It’s Time to Split Up Microsoft

To understand why so many serious Microsoft observers were encouraged by Satya Nadella’s week-ago memo Bold Ambition and Our Core,1 it’s useful to go back 10 years and read Steve Ballmer’s 2004 memo Our Path Forward. It was around this time that cracks were first starting to appear in the Microsoft machine: the stock had […]

It’s Time to Kill Surface

“The question that needs to be asked and answered is why hardware.” To Satya Nadella’s credit, he provided not just the answer, but the question as well. And, looked at narrowly, there were good things seen – and not seen – at Microsoft’s Surface event. Having clearly failed as a mass market device, it makes […]

Daily Update: Lenovo Earnings, Windows 8 Banned, Google Buys Divide

Good morning, Only 49% of you opened yesterday’s email (it’s usually 80%+); I heard from several folks on Twitter that it got sent to spam, likely because of GroupOn, so please take a look and mark it as “not-spam” if that is the case. I’ll be writing about the Microsoft Surface announcements on Stratechery later […]