Well it's good he said that, otherwise Gruber would twist himself into a knot trying to argue otherwise.
Though this is interesting
"If we include all iOS and Android devices the “computing” market in Q3 2008 was 92 million units of which Windows was 90%, whereas in Q3 2013 it was 269 million units of which Windows was 32%."
Actually doing the math, Q3 2008, Microsoft was about 83 million units. Q3 2013 Microsoft had just over 86 million units. So I guess it's still a growth? I'm sorry, revealing the actual numbers punctures Gruber's thesis. Rude of me.
I mean, nobody really conflated these categories when it was just Blackberries and video game consoles. Do I get to add Xbox units to this too?
Of course Microsoft missed the mobile boat and it's largely Ballmer's fault. That's well known and this kind of weird conflated analysis isn't insightful or interesting.
"Here’s my stab at it: Microsoft services, sending data to and from every networked device in the world.
The next ubiquity isn’t running on every device, it’s talking to every device."
Ugh, please no. Data transmission has been hopelessly commoditized and I really don't want an Apple or a Microsoft inserting themselves into a low margin game and trying to figure out how to make it a high margin one.