Ben Gilbert: belief

Transcript context

…Dude, you're getting a Dell. Dude, you are getting a Dell. Similarly, I think the fact that they went international early was this very powerful constraint. It meant that every time they shipped software, they had to make it globally ready quickly. That meant that if there was any network effects to your software, anything becoming a standard, Microsoft was just way better positioned to become the standard than anyone else was. On top of there being network effects, there's also scale economies. A word processor is a word processor. The extent that you have customers in every country who can buy your one piece of software, you can amortize the development costs over a huge user base so much more quickly. 100%.…

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