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/ …
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If there is space for 3rd big ecosystem, MS can afford a *side bet* on being 3rd with its already 30% computing marketshare.
@monkbent -
@Tatil_Sever that creates bad incentives that hurt the business. See here: http://stratechery.com/2013/another-nokia-explanation-the-same-conclusion/ … -
Actually I loved that series of posts. Rephrase: ...assuming devices or platform side would not push exclusivity on SW & services.
@monkbent
End of conversation
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