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benthompson's profile
Ben Thompson
Ben Thompson
Ben Thompson
Verified account
@benthompson

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Ben ThompsonVerified account

@benthompson

Author/Founder of @stratechery. Host of @exponentfm. @notechben for sports. @monkbent on other networks. Home on the Internet.

Taipei, Taiwan
stratechery.com
Joined December 2006

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    Ben Thompson‏Verified account @benthompson 5 Feb 2014

    I wrote up my thoughts on the Microsoft CEO transition. I think this is all about Gates, and I'm pessimistic. http://stratechery.com/2014/bills-steve-moment/ …

    10:15 AM - 5 Feb 2014
    • 8 Retweets
    • 11 Likes
    • Ashish Nagre Domingo Gallardo Riaan Theron Bernardo Michael Love Jack Allen Lincoln Rozelle Ralph E. turkeyjack
    11 replies 8 retweets 11 likes
      1. New conversation
      2. Vaccines cause adults‏ @arebee 5 Feb 2014
        Replying to @benthompson

        @monkbent How do you address the criticism that you have just "done a Dell"?

        1 reply 0 retweets 0 likes
      3. Ben Thompson‏Verified account @benthompson 5 Feb 2014
        Replying to @arebee

        @arebee as I wrote, I hope I’m wrong. I laughed though :)

        3 replies 0 retweets 0 likes
      4. Vaccines cause adults‏ @arebee 5 Feb 2014
        Replying to @benthompson

        @monkbent ... actually good, and assumes iOS and Android software prices weren't zero.

        1 reply 0 retweets 0 likes
      5. Ben Thompson‏Verified account @benthompson 5 Feb 2014
        Replying to @arebee

        @arebee agree it's no sure thing. But better bet IMO

        1 reply 0 retweets 0 likes
      6. Tatil Sever‏ @Tatil_Sever 5 Feb 2014
        Replying to @benthompson

        If there is space for 3rd big ecosystem, MS can afford a *side bet* on being 3rd with its already 30% computing marketshare. @monkbent

        1 reply 0 retweets 0 likes
      7. Ben Thompson‏Verified account @benthompson 5 Feb 2014
        Replying to @Tatil_Sever

        @Tatil_Sever that creates bad incentives that hurt the business. See here: http://stratechery.com/2013/another-nokia-explanation-the-same-conclusion/ …

        1 reply 0 retweets 0 likes
      8. Tatil Sever‏ @Tatil_Sever 6 Feb 2014
        Replying to @benthompson

        Actually I loved that series of posts. Rephrase: ...assuming devices or platform side would not push exclusivity on SW & services. @monkbent

        0 replies 0 retweets 0 likes
      9. End of conversation
      1. New conversation
      2. Tom Brearley‏ @x5315 5 Feb 2014
        Replying to @benthompson

        @monkbent s/Amerlio/Amelio

        1 reply 0 retweets 0 likes
      3. Ben Thompson‏Verified account @benthompson 5 Feb 2014
        Replying to @x5315

        @x5315 thanks

        0 replies 0 retweets 0 likes
      4. End of conversation
      1. New conversation
      2. Rich Jensen‏ @RichAJensen 5 Feb 2014
        Replying to @benthompson

        @monkbent @getwired 'Admit Google and Apple have won the OS war for phones and tablets' I stopped here. This market is in its infancy.

        1 reply 0 retweets 0 likes
      3. Ben Thompson‏Verified account @benthompson 5 Feb 2014
        Replying to @RichAJensen

        @RichAJensen @getwired actually it’s not

        1 reply 0 retweets 0 likes
      4. Rich Jensen‏ @RichAJensen 5 Feb 2014
        Replying to @benthompson

        @monkbent The iPad is four years old. Was there a clear winner in the PC market in '81?

        0 replies 0 retweets 0 likes
      5. End of conversation
      1. Walt  🚴🏼‍♂️ 🗽‏ @WaltFrench 5 Feb 2014
        Replying to @benthompson

        Sharp (smart; keen; critical) @monkbent piece: http://stratechery.com/2014/bills-steve-moment/ … That's the lineup. Now let's see how a “super sharp” Nadella QBs it.

        0 replies 0 retweets 1 like
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      1. Derek Smith‏ @derek32smith 5 Feb 2014
        Replying to @benthompson

        @monkbent Well written an interesting parallels to what transpired at RIM only on a much larger scale

        0 replies 0 retweets 0 likes
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      1. Jack Allen‏ @jackallenh 5 Feb 2014
        Replying to @benthompson

        @monkbent Well said. Good read man!

        0 replies 0 retweets 0 likes
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      1. Romit Mehta‏ @TheRomit 5 Feb 2014
        Replying to @benthompson

        @monkbent overly pessimistic esp re: Nadella. He also oversaw the transformation of Bing which is all cloud, so not just Enterprise/on-prem.

        0 replies 0 retweets 0 likes
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      1. Jeff Dreke‏ @JSDreke 5 Feb 2014
        Replying to @benthompson

        .@monkbent @getwired Besides pessimistic, you're mostly wrong on direction #Microsoft should take and the strategy to get there.

        0 replies 0 retweets 0 likes
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      1. Sumit Maitra‏ @sumitkm 5 Feb 2014
        Replying to @benthompson

        @monkbent Nice, U said what I wouldn't ever ;-)! I hope the last bit about O365 & Azure turn out wrong, that's the lynchpin for MS vNext...

        0 replies 0 retweets 0 likes
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      1. ChuckO‏ @ChuckinCharly 5 Feb 2014
        Replying to @benthompson

        @monkbent His recent comments about the iPad and keyboards certainly seem like cause for worry.

        0 replies 0 retweets 0 likes
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      1. Pavan Rajam‏ @pavanrajam 5 Feb 2014
        Replying to @benthompson

        @monkbent Gates's Guy 2.0?

        0 replies 0 retweets 0 likes
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