
TWiG 240: A BIG Return, A BIG VC Check, and A BIG Brand That Can’t Seem to Win
Deconstructor of Fun
00:00
The Future of the Subscription Business
There are some positives to this, at least in the medium term. But based on the track record of Microsoft, we don't know over the long term if whether they're going to be able to manage such a big complex organization. So it's actually good in some ways, but I just think overall, the subscription business is a lost leader for Microsoft.
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