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James: I got the flue and then i managed to get nammonia, viral neumonia. So if you ever have the choice around getting the flueand environd ammonia, i highly recommend not doing it. James: Two really sort of red hot ipos. The first one is zoom, which is in incredible company. Zoom provides basically meeting softwer or calling soft wearer. And thit's successful to the fact that they're already profitable. Hne isn't ipo wants is reclisting. They're more profitable by been profitable than all of the recent sort of enterprise sas i pos,. Also growing faster than all them.

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