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Exactly. Microsoft and the Windows world is sitting at the top of a very nice, comfortable local maximum, and they’re not willing to make the investment and the commitment to climb down off of that for a while to find a higher maximum.

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That reminds me a lot of the situation with electric cars. For 99% of the brands, manufacturers depend on electricity companies to put up charging stations while those electricity companies are very hesitant because they're waiting for more cars to hit the streets. And people are hesitant to buy those cars because there's "nowhere" to charge.

And then there's Tesla who did the cars and the charging network, so every driver can be assured to find somewhere to charge.

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