Mentions personal use of Netflix.

Transcript context

…Anyway, the trick is getting the business model right. There’s this other one of what was going on, given that the ideas were good. This is going to sound harsh, but timing, implementation, and taste at Microsoft from, call it Windows 98 on, were just terrible. Or maybe put another way they had the right ideas, but late timing and bad execution. Strategically correct, but tactically misguided. Bill was super right that touch computing was going to be a thing. He referred to this idea of a natural user interface very often. Bill was super right that interactive TV was going to be a thing. Think about how I watch Netflix. I will watch Netflix tonight after we record on my Apple TV upstairs. Bill was right on mobile, that that was going to be a huge part of the computing landscape. Yet all of these started at Microsoft 5–20 years before the tech was actually ready, and they would often bet on the wrong standard or paradigm. Touch computing ended up being capacitive, not resistive with a stylus. Tablets have proven to be a cousin of phones scaled up, not PCs scaled down. Interactive TV came after the Internet, not before. Only once there was a tremendous amount of bandwidth. Think about how much more bandwidth it consumes for all of us to ad hoc start Netflix streams versus there’s one broadcast happening and we all just tune in when we tune in and we just catch whatever part of the broadcast is over anyway. Not to mention interactive TV looked like YouTube and Netflix and not like a layer on top of Comcast.…

Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.