I keep hearing praise for Nadella but all he is doing is alienating a lot of customers with his terrible decisions.
I keep hearing praise for Nadella but all he is doing is alienating a lot of customers with his terrible decisions.
They've been quite clear about this. The one platform/OS was Windows. The new platform/OS is Azure/Cloud. It's almost like saying Google doesn't make any revenues from search, only from selling ads.
So I see VS Code as a slight moat, also in its promulgation of dotnet-isms. So I think VS Code drives some revenue Microsofts way in a pretty diffuse but real way.
That pain existed under macos and linux as well, but to such a lower extent as you could do so much more locally.
While Jetbrains does it too, VSCode being strong guarantees it stays a viable path in the future.
MS Office is the real moat, as is Windows XP/7. Everyone use MS Office because Google Slides/Docs/Sheets is a silly contender to the MS Office suite. Windows XP/7 because that's what a huge percent of the human population using computers grew up on today, so they're most familiar with it. And let's be honest, that's not going away, even as MS enshittifies Windows 11, simply because no Linux build can apparently mirror the Windows XP/7 UI (for some reason, not even Mint) while Apple is hell-bent on doing its own thing on the sidelines.
The day MS breaks Office suite is the day Microsoft goes down, but that's unlikely because the current crop of devs at MS don't even know how to get started. Microsoft could literally not do anything and still make tons in revenue.
Windows 10/11 does a really bad job at emulating XP/7 UI. It is about as foreign to XP users as Debian or whatever.
I made a XP VM the other month to run some insane software I had to run at work.
I felt so much at home. It was so nice. Everything was awesome. The control panel was awesome. The distinct buttons were awesome. The start menu was awesome. The 'My computer' at desktop root was awesome.
All in muscle memory, still.
Then I am back out to 10 and can't figure out where my app shortcuts are without knowing their name or what of the 3 or 4 different control panels I am supposed to use.
Sure, the investment was quite sensible, although I don't think they can change it for their ambitions too much.
Microsofts conquest against open source was of course a wrong strategy of Balmer.
they are way better at buying and selling software than ideating and creating it.
successful microsoft products are acquisitions.
I think, up to a point, and especially in the US where antitrust is pretty lax, it's a very safe investment to just buy other already sucessful companies.
with enough money, you can fund your investments to strategically take down every mom and pop.
amazon can’t take on every consumer vertical simultaneously, but they used their funds to drive diapers.com into the red, because as a parent you’re scrwed either way and comparing food to diapers, will buy the cheaper diapers instead of the cheaper food.
amazon wanted diapers.com
diapers.com said, we’re good this isn’t a billion dollar enterprise, but it pays the bills.
amazon bought it after making sure they couldn’t actually use it to pay the bills.
cool, how much money have you paid to Microsoft to use those?
Except for Github (which they bought, by the way) probably not much. And github has some serious competitors (Gitlab which is just great and to a lesser extent, bitbucket).
Windows doesn't even make up 1/5 of their income, and in contrast a bit over half of their income is Office and Cloud*
The real money is in enterprise IT and cloud services. The average consumer doesn't keep their prebuilt computer long enough to buy another version of the OS. They don't need to keep a niche within a minority (privacy-oriented customers who would buy an OS) happy with Windows to continue drowning in revenue.
It seems like he has done a fantastic job, if the goal was to decouple their fortune from Windows.
*Based on googling and a lazy reluctance to dig through their earnings calls
It's quite clear to anyone who's tried it (at least since Win10), that Microsoft does not care at all if you pay for Windows.
Windows already has a de facto monopoly in desktop OS. They don't need to be nicer and give it for free to get more market share. They have all market share they every will.
Azure has good parts, auth with Microsoft is perfect for software in the office world and goes beyond the usual LDAP Active Directory. But on the other hand it is quite slow to a degree that it really affects productivity. The damage is probably in the billions/trillions for their many customers. That is the real price of office cloud versions.
Exactly this. Today I can switch from Linux to macOS to Windows and 99% of what the average users does can be done in the browser. Worse, in a smartphone.
So it was very smart of Microsoft to realize Windows was going to stop being a hard requirement for most use cases.
anyone who really wanted a windows license could get one, but most of the staff used Unbutu, with some AD and other stuff on the backend
We are a mostly Windows+Linux shop, but we need Macs to build and test iPhone apps, investigate issues with Safari on iOS, do certain iPhone support tasks, etc.
The user hostility have made me move me to Linux systems.
For many people in the 90ies it was like the brand "AOL" was a synonym of "internet".
[1] context: https://www.youtube.com/watch?v=kX8oYoYy2Gc