Yu: It's interesting to think about these companies and sort of like the life cycle sort of idea, right? A microsotis obviously sort of gone around the wheel and back again. But one of the big advantages that google has is that ten years ago, or how long it's been, they bougt youtube. And guess what? tube is growing both a consumption, it's growing its advertising business. Yu: I'm not sure why they don't disclose it but we have this big growth engine that is really paying off.
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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