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by alephnerd
702 days ago
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> Invested more in XBox and Business intelligence platforms. Both of which turned out to be the right move long term. Mobile is a commoditized winner takes all market, and there's no guarantee MS would have won even if they concentrated entirely on it. Concentrating on BI platforms helped spawn M365, and the Enterprise focus helped spawn MS Azure which had very early Product-Market Fit at the Fed because they became FedRAMP authorized well before AWS. There's way more money in Enterprise B2B than there is in B2C. |
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Apple would like a word--although arguably their B2C success translated into B2B in a world where corporations increasingly didn't just dictate employee gear decisions.
But to your other point, Microsoft (though I credit this more to Nadella than Ballmer) were absolutely able to parlay Microsoft's enterprise strength to Azure in government/enterprise which AWS didn't really get at first and Google was even slower to do.