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 Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter Feedback
Analysis: done · source seed