Comment by makeitdouble
7 months ago
Microsoft and Meta reinvented themselves a few times over. At this point Windows is just an legacy business unit for instance, and Meta literally changed name to mark the turn.
Oracle, IBM and SAP have the advantage(?) of being heavily business focused from the start, and I don't see them ever die a natural death in our lifetimes. As long as they have the money to outbribe the competition they'll be there, and it will require a small miracle to break that loop.
The one thing that has kept Microsoft afloat is their business oriented part. They are deeply entrenched in any company that needs to use Office and only ever hires Windows admins who won't even look beyond Windows. That is pretty much every non tech small to medium company. When things were shifting to the cloud they were smart enough to make sure it would be their cloud, locking customers even deeper into their own technology.
Anything else they do is a bonus.
To add to this, Microsoft is really really good at understanding businesses, in a way Google will probably never be I think.
Having on premise hosting options for Exchange and all their core services is an example of that, even as they're also pushing for 365 in the cloud. I remember them being earlier than GCP to deal with GDPR and the in EU requirements as well but my memory might be failing.
They're starting to lose the thread though.
People use Windows at home and at school and then employers use the same thing because they don't want to retrain people. But the home versions of Windows are becoming so malevolent that they're losing market share. Meanwhile all the things that used to require Windows are becoming web pages and phone apps. You go to a university and it's full of Macbooks and if you see a PC in the CS department there's a good chance it has Linux on it. These are the people who will be choosing what to buy in a few years.
But who cares about the clients anymore, right? They're making money from cloud services. Except their hook is getting people to use Active Directory and Microsoft accounts, which are the things for managing Windows client devices.
It's going to be a while before anybody convinces the accountants to stop using Excel, but for large swathes of employees Windows is no longer relevant, and if you don't need Windows then why do you need Azure instead of AWS or any of the others?
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The point is, if Microsoft managed, why wouldn't Google be able to reinvent itself?
I think many of us are underestimating Microsoft because of how crappy Windows is and keeps being.
But as a business entity they've been ferocious from the start, and succeeded through sheer perseverance where Google gave up after some tepid tries.
Xbox would have been killed by Google in the first year. Exchange would have stayed in beta for a decade, and Office365 would have had no support if it was in GSuite.
If Google were to find a way, I think they'd need a radically different approach, as I don't see them ever fixing their focus problem.
I think that's a valid point. Maybe Google culturally will not be able to turn around. Not because crappy product, but because of lack of focus.
That said, Google is still printing money and increasing profits and revenues. Nothing like falling profits (or even losses) to create some pressure to focus. DEC would be the example of a company that failed to do so.
Reinventing yourself because you imploded your primary market is still an own-goal. If you can capture a new market then you could have had both. And what if the primary market collapses first?