The Internet Tidal Wave (Gates, 1995)
lettersofnote.com
lettersofnote.com
2) I've often been impressed by his intelligence and grasp of a wide variety of topics in interviews, but this letter really makes him look like Nostradamus...
Definitely worth a full read, really enjoyed it.
This seems to confirm my biggest problem with Microsoft. Why do they need to have their own version of everything? What do they get from this? How come they don't try to innovate as much as open source does, instead?
Microsoft is a business hooked on vendor lock in. Once they've got an organization using Windows, boom, they've got a money pipe that could feed them for over a decade. Which then means they can sell them Office, and boom, another stream of cash. As time goes on, network effects bloom in the form of users locked into file formats and encourage further growth.
It's almost a viral strategy, aimed at corporate IT. It's what they know how to do. It also illuminates why every product must be "Windows This," "Windows That." They want to increase the surface area of their flagship so it can continue to own large volumes of users.
Also insight into MSFTS current problems - Gates' genius mind was able to coordinate across many different biz divisions from consumer to enterprise.
Not many other candidates in the world with that bandwidth or visionary insight.
To be fair, he mentioned 7 critical steps. Search engines are No. 5.
I reason they have not. Bing, the .NET framework, the OOP languages and IDE, Interet Explorer, XBOX, etc. are all mentioned in that memo, and are succesful divisions/products.
I don't know of any other company with such track record (if there is, please mention it).
Not a fanboy, though.