Ben Gilbert: evaluation

Transcript context

…It's the wrong battleground. Microsoft is still capturing the majority of the value in productivity. Google is capturing almost zero right now in terms of the dollars being spent by enterprises and individuals on productivity. Amazon is just taking a tax on everybody else. Yup. God! This is such a good case study in incentives. I think if I'm ever struggling to understand a business, taking a step back and saying, "What is every party incentivized to do brings instant clarity." Microsoft is a productivity company, operating system productivity company and operating system broadly defined. That will become something much more cloud oriented. Google is an advertising company. It's not like this low-end disruption was coming from the company that represents the future of productivity. It was coming from an advertising company looking for their next thing. When push comes to shove, Microsoft needs to defend their castle. They weren't defending it against a productivity upstart. They were defending it against an advertising company that was looking at it as an afterthought. My opinion, the atrophy of Google Docs in fighting that war or in fighting whatever war they should be fighting where it's going is largely because they have problems to think about in the future of their advertising business. What it means as they transition from desktop to mobile? We haven’t even gotten into android yet at all, but I think we’ll stay away from there for now. Yeah, future episode.…

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