Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35
Introduction
00:00 • 2min
The Similarity Between Zuckerberg and Bill Gates
02:04 • 3min
The Value of Keeping Bill Around
04:43 • 2min
The Parallels Between Paul Allen and Steve Jobs
06:53 • 4min
The Parallel Between Bill Gates and Zuckerberg
10:39 • 2min
The Future of the Information Highway
12:16 • 2min
The Importance of Internet in the Information Supply Highway and Metaverse Parallels
14:33 • 4min
The Low Probability Event That Zuckerberg Will Continue to Be Right in Details
18:53 • 3min
The Parallels Between Microsoft and Balmer
22:12 • 2min
Bill Gates and Zuckerberg's Resignation
23:47 • 3min
Microsoft's Ten Years Post Gates
26:54 • 2min
Microsoft Gained $500 Billion Market Cap in the Last Four Months
28:31 • 2min
The History of IBM and Microsoft
30:18 • 2min
The Culture of Microsoft
32:31 • 5min
The Dynamics of Cloud and Azure
37:23 • 3min
The Gigantic Cloud
40:23 • 2min
Azure and the Future of Infrastructure and Service
42:01 • 2min
Azure Is the Market Leader in Platform Service
43:34 • 1min
The Role of Infrastructure as a Service in AWS and GCP
45:02 • 2min
The Future of Cloud Computing
46:35 • 2min
The Impact of AI on Microsoft's Business
48:14 • 2min
The Importance of Humility in the Competitive Dynamic
50:17 • 3min
Google Workspace and the Future of Computing
53:13 • 2min
The Reasons Why Google Is Not Attacking Microsoft and Office More
55:05 • 2min
The Constraints of Google's Productivity
56:41 • 4min
The Different DNA of the Companies
01:00:15 • 4min
The Challenges of a Small Company
01:04:20 • 3min
The Role of CEOs in Big Tech Companies
01:07:22 • 2min
The Cost of Hiring
01:09:02 • 2min
The Future of Tech
01:11:15 • 2min
Microsoft's Competitive Dynamic Changes
01:12:53 • 2min
The Future of Google
01:14:30 • 2min
The Importance of Over Investing
01:16:02 • 2min
Google's Cornered Strategy
01:17:32 • 2min
The Future of Competitive Temperature
01:19:33 • 3min