Earlier quoted context omitted.
Microsoft is a so well positioned on this I think Silicon Valley has forgotten what it looks like when they don’t have a horrible CEO. When Microsoft executes well, they’re a scary force. They were exceptional under Gates and it looks like they are again. There’s a massive paradigm shift we’re just at the beginning of and Microsoft has been putting pieces in place for the last couple of years. Nadella has really turn…
I wouldn't go so far as to say they're exceptional. They're gaining good graces for developers by offering a bunch of free (for now) tools that people like. But most of their big breadwinner software is still abysmal to use. I just tried cold starting Word and getting into a blank document on my i9 MacBook Pro and it took about 15 seconds. Windows is increasingly a dystopian user tracking and ad serving platform that…
O365 and the product integration there (teams) is why they crushed slack despite slack’s headstart. Slack sold out to languish at salesforce while Microsoft will now just own that space.
Cherry picking a Microsoft app for macOS is like looking at iTunes on windows, it’s not really representative. Even Windows itself isn’t that important (that was one of the big strategic changes after Ballmer left and Nadella took over). You’re right about edge though (which is why Microsoft abandoned it for WebKit).
Microsoft also ships (something Google can’t do very well). I think their current trajectory is probably undervalued because people have not properly updated from outdated historical sentiment.