Githal - What's the Analogue for Office Three 65?

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Idio: It still blows my mind what satya nadela has been able to do in terms of turning the microsof ship around. The real accomplishment here is not necessarily the vision, but shepherd that cultural change internally. Idio: And it's a completely different skill settand can be a completely new kind of test for nadella specifically and mikrasofy generally. idio: Well, i'm glad we were able to recover. I'd like to think it was the two by two that really gave you the spark and the life to come back.

Ben and James discuss the Zoom and Slack IPOs in the context of Microsoft’s current success and long-term challenges.

Links

Ben Thompson: Microsoft, Slack, Zoom, and the SaaS Opportunity — Stratechery
Ben Thompson: The State of Technology at the End of 2018 — Stratechery
Ben Thompson: Google Fights Back — Stratechery
Ben Thompson: The End of Windows — Stratechery
Ben Thompson: Microsoft’s Earnings, Microsoft’s Growth Opportunities — Stratechery
Ben Thompson: Microsoft Build, Microsoft’s Strategic Clarity, An Interview with Microsoft CEO Satya Nadella — Stratechery
Ben Thompson: The Cost of Developers — Stratechery
Ben Thompson: Google Fights Back — Stratechery
Geoffrey Moore: To Succeed in the Long Term, Focus on the Middle Term — Harvard Business Review
Ben Thompson: Apple Should Buy Netflix — Stratechery
Ben Thompson: Services, Not Devices — Stratechery