Ben Gilbert: evaluation

Transcript context

…Yup. I agree. It's interesting to go back to that time, and I wonder if Google ... Sitting here today in 2016, Microsoft, as much as they've had a resurgence in the last couple of years. They're not as relevant in terms of the most important strategic players into landscaping technology. Going back to the mid-2000s with Google looking at Microsoft, and I wonder if they saw the Windows Office, two legs of the stool, the non-balancing stool and thought, "Gosh! Those two core businesses in an operating system and productivity." and they thought about themselves and said, "If we want to be like Microsoft, our analogy for operating systems is search. We're the operating system of the web. What is the productivity on the web?" When you think about when they started Google Docs, that was what it was and still is to a large extent to this day. Yeah, it makes total sense in that context. I think that if we're looking at this three to five years ago rather than looking at it today, I'd be sitting here preaching or, I guess, singing the praises of Google as this is one of the most classic examples ever of low-end disruption. You have the big thing that the enterprise people are buying with ... These companies that need every single last feature of office. Even though any given person only uses 5% of it. Most of them use the same 5%, but you need all those features because that's how you get the big enterprise contract. As you know well. Did you stuff all 100% of those features into office for iPad?…

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