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
• Ben Thompson: The State of Technology at the End of 2018 — Stratechery
• Ben Thompson: Google Fights Back — Stratechery
• Ben Thompson: The End of Windows — Stratechery
• Ben Thompson: Microsoft’s Earnings, Microsoft’s Growth Opportunities — Stratechery
• Ben Thompson: Microsoft Build, Microsoft’s Strategic Clarity, An Interview with Microsoft CEO Satya Nadella — Stratechery
• Ben Thompson: The Cost of Developers — Stratechery
• Ben Thompson: Google Fights Back — Stratechery
• Geoffrey Moore: To Succeed in the Long Term, Focus on the Middle Term — Harvard Business Review
• Ben Thompson: Apple Should Buy Netflix — Stratechery
• Ben Thompson: Services, Not Devices — Stratechery

Hosts

• Ben Thompson, @benthompson, Stratechery
• James Allworth, @jamesallworth, Harvard Business Review

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