What is this telling us about the stuff he writes with full conviction today?
- Google was, for a while, the "gorilla in the room" - their decline is recent. But Paul Graham got it right, that Google was more scary than MS.
- Microsoft was "dead" in 2007, same as Apple was before Steve Jobs came back. The revival started with Satya Nadella, 7 years later. It is still a shadow of its former self, MS dominated the industry like no other player ever did (or is likely to do, again).
- The 4 forces that lead to MS' demise are likely spot-on. And again "demise" in the same sense of IBM, "still exists, still makes money, nobody really cares".
Did the "all ycombinator founders use Macs" rub me the wrong way, when used as an argument as he did? Yes. But I also kinda' understand it(*), even though I still think he should've steered away from that argument.
(*) you can interpret it in the sense of "the future is already here - it is just very unevenly distributed"; that's probably what he meant. He knew full well the market share.