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Microsoft is Dead

paulgraham.com

11–20 of 454 posts

Re: Microsoft is Dead

#11
post #8
post #3

I guess I must be old now, because I find it hard to believe that a company that still has their software running on 95% of the world's computers is "dead". I just don't get this argument. I totally agree that there's this very small, very insular part of the world that thinks it's dead, but that part of the world is apparently not working in large companies, or trading files with professionals in any profession othe…

I think PG's point isn't that MS will vanish or is vanishing from the current installed user base point of view (mainly their OS), but that they no longer control the direction of software development. This is a major opening for us Entrepreneurs that, as PG pointed out, has never happened before. MS Office is clearly under serious attack now, and I'm sure the OS will follow in a few years unless MS takes a major tac…

May I know whom attacking MS Office?

Last time I checked, none of the online web two point ooh software can open big documents. These web-apps only match probably 20% of MS Office features and it's simply not enough these days when people are more tech-savvy than in the past.

Re: Microsoft is Dead

#12
Microsoft died shortly before Bill Gates became a saint. Anyone who knows religion knows that you become a saint only when you die. - Anil Philip

Re: Microsoft is Dead

#13

Paul, I think you're being an ignorant a little bit in this case. Have you seen how Microsoft become the second major player in the game industry behind Sony PS brand? I think right now more people own XBOX 360 compare to Sony PS3. Of course there's Wii, the Apple of Console machine. Google is popular because people like Michael Arrington, Walleywag, and those biased non-professional bloggers-turned-online-reporters…

"FYI, IPTV is better than YouTube."

If such blunt and sweeping statements are being made in Redmond then surely Paul Graham is right. Microsoft is dead.

To even think that IPTV and YouTube are 1 on 1 competitors represents a fundamental misunderstanding of what YouTube is all about.

Re: Microsoft is Dead

#14
post #8

Earlier quoted context omitted.

I think PG's point isn't that MS will vanish or is vanishing from the current installed user base point of view (mainly their OS), but that they no longer control the direction of software development. This is a major opening for us Entrepreneurs that, as PG pointed out, has never happened before. MS Office is clearly under serious attack now, and I'm sure the OS will follow in a few years unless MS takes a major tac…

May I know whom attacking MS Office? Last time I checked, none of the online web two point ooh software can open big documents. These web-apps only match probably 20% of MS Office features and it's simply not enough these days when people are more tech-savvy than in the past.

'... whom attacking MS Office? (sic) ...'

every time I fire-up and use OpenOffice, I hear the 'cry' of another microsofty programmers` heart, breaking in two ... guess I fall in the second half.

Re: Microsoft is Dead

#15

Paul, I think you're being an ignorant a little bit in this case. Have you seen how Microsoft become the second major player in the game industry behind Sony PS brand? I think right now more people own XBOX 360 compare to Sony PS3. Of course there's Wii, the Apple of Console machine. Google is popular because people like Michael Arrington, Walleywag, and those biased non-professional bloggers-turned-online-reporters…

"How many Google apps dying? How many Google apps that people use these days? AdSense, GMail, GMap, and of course, their search engine."

Google's way is to play with dozens of ideas in the hope that somewhere around 10% of them succeed to cover their growth, sort of like an in-house venture capital. In that respect they're doing remarkably well.

Re: Microsoft is Dead

#16
Microsoft is still and will likely continue to be the world's most profitable software company. OS X will not reach 20% global marketshare by the end of the decade and Goldman Sachs IBankers will still be punching away on MS Excel for the foreseeable future.

What does it mean to be dead then?

What I think Paul Graham is saying, and this is underscored by the notion of "being dangerous," is that Microsoft is no longer the place where new ideas and true innovation is going to come from. Startups are born from fresh ideas, and the companies that are dangerous to them are places like Google which seem to being designed to produce competitors to startups.

Microsoft will continue to sell $50 OEM copies of Windows to Dell and licenses of Office but this is a business on the decline. Microsoft is Old-tech stuck in the era of desktop applications, closed development strategies, and the economics of software licensing.

The financial effects of MS being dead are already showing some effect, MSFT has moved much since the dot-com boom, but it will take 5-10 years and continued blunders from MS to see some real damage.

Re: Microsoft is Dead

#17
I guess I'm in the younger half, because on reflection, I realize that not only do I agree, but that this is old news to me. I'm not complaining, though -- this article made me realize something I didn't know consciously.

A lot of commenters here seem to argue that Microsoft still has the vast majority of desktop installations, and that this isn't likely to go away soon. I agree (I don't like it, but I think it's true). But I also agree that Microsoft isn't a threat any more, like it used to be. And, on reflection, I agree that it is web apps that are making the difference.

I don't think that Word or Photoshop moving online is what really makes the difference, though. Every hoary Windows competitor has had a word processor and an image editor. (Sure, they didn't match Word feature-for-feature; does Writely?) But I believe a major reason that prevented people from switching has been the long tail of applications: "It doesn't have any accounting software for plumbers!"

The feeling that Microsoft had a secure monopoly came from the fact that these long-tail programs were all written for Windows, because that was what was economic for its developers. Word and Photoshop always had a Mac version. Accounting for Plumbers never did.

Now, these applications live on the Web. And while the people using them still might use Windows, it doesn't matter; it makes Microsoft money, but it doesn't buy them any leverage.

Re: Microsoft is Dead

#18

Microsoft is still and will likely continue to be the world's most profitable software company. OS X will not reach 20% global marketshare by the end of the decade and Goldman Sachs IBankers will still be punching away on MS Excel for the foreseeable future. What does it mean to be dead then? What I think Paul Graham is saying, and this is underscored by the notion of "being dangerous," is that Microsoft is no longer…

Startups are the ones with fresh ideas because larger companies don't want to take the risks. Larger companies could later acquire those cutting-edge startups when it is more apparent that their ideas are good ones.

Re: Microsoft is Dead

#19

Paul, I think you're being an ignorant a little bit in this case. Have you seen how Microsoft become the second major player in the game industry behind Sony PS brand? I think right now more people own XBOX 360 compare to Sony PS3. Of course there's Wii, the Apple of Console machine. Google is popular because people like Michael Arrington, Walleywag, and those biased non-professional bloggers-turned-online-reporters…

Did you read the article? By "dead", pg does not mean that Bill Gates has to resort to dumpster diving to get his evening meal. He's not saying that they're not still up and running, or that that they're not enormously profitable. He's saying that its "shadow is gone", that startup founders aren't afraid of it anymore. He's saying that another company, Google, is now the leader where Microsoft once was.

I'm not sure why you think it's necessary to dismiss the accomplishments of Google and Apple while at the same time being condescending toward the people who use their products. For example, to say "Google is popular because people like Michael Arrington, Walleywag, and those biased non-professional bloggers-turned-online-reporters sing praises toward Google" is to imply that Google's products are basically worthless and the people who use them are too foolish to realize it because they've been duped into using them by a cadre of clever bloggers. This doesn't logically support your argument that Microsoft isn't dead, so why say it?

If you want to show how pg is wrong, I suggest starting by rebutting his arguments, not putting down most of the people who enjoy this site.

Re: Microsoft is Dead

#20
I think Microsoft is playing it safe. And don't forget everyone, that MSN Messenger is being used by as much x20 times the users of Facebook. Microsoft did the smartest acquisition in 1997 when they bought Hotmail and caught the train. What would it stop them from doing that again? I don't know. And what if they took PG's advice and their new move was his suggestion to buy all new startups?!

They introduced VS.Net and again they were able to provide services to the enterprise. Then it killed the Sony Playstation.

And to everyone who missed the point, I think thats what PG means with dead. They are not direct threat to someone starting-up --because their products are on the market which is the platform for accessing web services (Windows and IE), which web services is the new trend to bringing something of value to users), as much as Google is (because web services is their essential market) or another startup doing something similar.

I think MS will really worry when mobile devices become your desktop...But they seem to be catching up there too... Maybe that explains acquiring Tellme for 800 million few weeks ago...

But does anybody even remembers MS's attempt to make a video sharing site. Whats was its name? I can't even remember...

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