The Rise and Fall of Microsoft in the PC Era

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Microsoft's dominance in the PC era was based on Windows. But when the web came along and builds on top of that, suddenly that's where all the value goes. And then the shift to mobile happens, which is also enabled by the web. The apps inside the phone where all thevalue is created and where the focus of competition really is.

Ben and James discuss how leverage shifts in a value chain, why WeChat is so powerful in China, and why that is a problem for Apple.

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Links

Ben Thompson: Apple’s China Problem — Stratechery
Ben Thompson: Messaging: Mobile’s Killer App — Stratechery
Ben Thompson: Slack and the State of Technology at the End of 2015 — Stratechery
Connie Chan: When One App Rules Them All: The Case of WeChat and Mobile in China — a16z
Ben Thompson: Peak Google — Stratechery
Ben Thompson: Beyond Disruption — Stratechery
James Allworth: The Blessing of Failure — Medium
Ben Thompson: The State of Consumer Technology at the End of 2014 — Stratechery
Ben Thompson: Why Doesn’t Apple Enable Sustainable Businesses on the App Store? — Stratechery