How does Uber not have experience operating a physical business? They actually have customer support etc (Google has it for minimal products).
Think about how hard it is for consumer companies to sell to enterprises. Microsoft is terrible at consumer. Google is terrible at enterprise.
This is a much bigger leap than consumer -> enterprise. Uber and Waymo both have a lot to learn here. That’s why I think companies like Avis etc are potential unorthodox acquisitions that we will see.
care to explain more?
There are minor exceptions. Xbox was incubated in a different group and only survived because they kept Microsoft’s crazy ideas out. Even there Xbox is falling behind PS under Satya.
In Enterprise, Microsoft is incredible. Azure is serious competition for AWS. Teams will take share in the slack category. Office is a monster business.
IE reincarnated as Edge
Hotmail -> Outlook (one of the best if not the best)
Windows (Hugely popular. Windows 10 is the best so far)
Skpye (Unreasonable baby cries)
Xbox one, Hololens - going good so far