Aren't You Saying Nice Things About Us?

3min Snip

00:00

Play full episode

Summary

Transcript

Episode notes

i always tend to be biased towards acquisitions when it comes to think about large companies and strategy. But i've always argued that companies are better off acquiring than they are a sort of building. To get a lot of consumers, there's some aspect of catching lightning in a bottle. You don't build a cells force to acquire consumers, right? It has to sort of spread viole. There's just too many consumers out there. The problem is, the more that enterprise acquires these consumer characteristics, the more enterprised companies need to let go of their let's laverage our distribution and build it ourselves.

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