The Two by Two

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The two by two is a fantastic way of tying together all the different aspects of these companies that we've talked about. There's lots of ways, i think, to go with this, and i'd say a few things. For one, you know, i've been piping up microsot possibility and these opportunites, they have for years, and they came true. And now it's not the time to sort of pat yorself on the back. But when i think about this from a big picture, strategic perspective, there's still an open question for microsop.

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