Episode 170 — A Perfect Meal

Ben and James discuss the Zoom and Slack IPOs in the context of Microsoft’s current success and long-term challenges.

Links

• Ben Thompson: Microsoft, Slack, Zoom, and the SaaS Opportunity — Stratechery (stratechery.com/2019/microsoft-slack-zoom-and-…)

• Ben Thompson: The State of Technology at the End of 2018 — Stratechery (stratechery.com/2019/microsoft-slack-zoom-and-…)

• Ben Thompson: Google Fights Back — Stratechery (stratechery.com/2019/microsoft-slack-zoom-and-…)

• Ben Thompson: The End of Windows — Stratechery (stratechery.com/2018/the-end-of-windows)

• Ben Thompson: Microsoft’s Earnings, Microsoft’s Growth Opportunities — Stratechery (stratechery.com/2019/microsofts-earnings-micro…)

• Ben Thompson: Microsoft Build, Microsoft’s Strategic Clarity, An Interview with Microsoft CEO Satya Nadella — Stratechery (stratechery.com/2019/microsoft-build-microsoft…)

• Ben Thompson: The Cost of Developers — Stratechery (stratechery.com/2018/the-cost-of-developers)

• Ben Thompson: Google Fights Back — Stratechery (stratechery.com/2019/google-fights-back)

• Geoffrey Moore: To Succeed in the Long Term, Focus on the Middle Term — Harvard Business Review (hbr.org/2007/07/to-succeed-in-the-long-term-fo…)

• Ben Thompson: Apple Should Buy Netflix — Stratechery (stratechery.com/2016/apple-should-buy-netflix)

• Ben Thompson: Services, Not Devices — Stratechery (stratechery.com/2013/services-not-devices)

Hosts

• Ben Thompson, @benthompson (twitter.com/benthompson), Stratechery (stratechery.com)

• James Allworth, @jamesallworth (twitter.com/jamesallworth), Harvard Business Review (hbr.org/search?term=James+Allworth&sort=po…)

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