Micro stuffs already got a great muscle in terms of getting more money out of existing customers. The beauty of having a trillion dollar market cap as you have a lot of fire power to go out and acquire them is like use that fire power to help build this muscle of new customer acquisition. I think about things like the amoror skipe, along those lines, it woud be queer maxof has done some realy smart acquisitions. But just because you sort of scred up before doesn't mean you have to do it again.
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
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