Liberty's Highlights

Microsoft: Going Deep with Mostly Borrowed Ideas (MBI) 🕵️‍♂️🩻

May 22, 2023
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Episode notes
1
Introduction
00:00 • 2min
2
The Similarity Between Zuckerberg and Bill Gates
02:04 • 3min
3
The Value of Keeping Bill Around
04:43 • 2min
4
The Parallels Between Paul Allen and Steve Jobs
06:53 • 4min
5
The Parallel Between Bill Gates and Zuckerberg
10:39 • 2min
6
The Future of the Information Highway
12:16 • 2min
7
The Importance of Internet in the Information Supply Highway and Metaverse Parallels
14:33 • 4min
8
The Low Probability Event That Zuckerberg Will Continue to Be Right in Details
18:53 • 3min
9
The Parallels Between Microsoft and Balmer
22:12 • 2min
10
Bill Gates and Zuckerberg's Resignation
23:47 • 3min
11
Microsoft's Ten Years Post Gates
26:54 • 2min
12
Microsoft Gained $500 Billion Market Cap in the Last Four Months
28:31 • 2min
13
The History of IBM and Microsoft
30:18 • 2min
14
The Culture of Microsoft
32:31 • 5min
15
The Dynamics of Cloud and Azure
37:23 • 3min
16
The Gigantic Cloud
40:23 • 2min
17
Azure and the Future of Infrastructure and Service
42:01 • 2min
18
Azure Is the Market Leader in Platform Service
43:34 • 1min
19
The Role of Infrastructure as a Service in AWS and GCP
45:02 • 2min
20
The Future of Cloud Computing
46:35 • 2min
21
The Impact of AI on Microsoft's Business
48:14 • 2min
22
The Importance of Humility in the Competitive Dynamic
50:17 • 3min
23
Google Workspace and the Future of Computing
53:13 • 2min
24
The Reasons Why Google Is Not Attacking Microsoft and Office More
55:05 • 2min
25
The Constraints of Google's Productivity
56:41 • 4min
26
The Different DNA of the Companies
01:00:15 • 4min
27
The Challenges of a Small Company
01:04:20 • 3min
28
The Role of CEOs in Big Tech Companies
01:07:22 • 2min
29
The Cost of Hiring
01:09:02 • 2min
30
The Future of Tech
01:11:15 • 2min
31
Microsoft's Competitive Dynamic Changes
01:12:53 • 2min
32
The Future of Google
01:14:30 • 2min
33
The Importance of Over Investing
01:16:02 • 2min
34
Google's Cornered Strategy
01:17:32 • 2min
35
The Future of Competitive Temperature
01:19:33 • 3min