Comment by Chris_Newton
1 month ago
Microsoft has seemingly been in a slow but steady decline for 10 years now.
Has it really, though? Or has it just shifted its corporate priorities away from its traditional stalwarts of Windows and Office, but in doing so caused disruption to users that had bet on the eternal stability of Microsoft’s product line? I don’t like the current direction of Windows any more than the next guy, and personally I’ve made other choices in recent years, but as a general principle, I’m not sure how reasonable it is to expect a business to continue offering the same product or service indefinitely if market forces are pushing it elsewhere.
IMHO, a deeper problem here is that we collectively allowed a near-monopoly culture to develop around desktop operating systems and basic business software. Instead of having a healthy degree of competition between providers and using standardisation to ensure interoperability and portability of our data, we’ve ended up in a “too big to fail” situation where many users have all their eggs in one basket and that basket has a rapidly growing hole in the bottom and looks like it’s going to fail anyway.
There are also reasonable arguments to be made about length of support for products already sold, forced obsolescence and ratcheting “upgrades”, where possibly the actions of some providers in the market are exploitative in ways we should not allow, and therefore regulating to prevent the undesirable behaviours might be in the public interest.
Ultimately, I think a combination of restricting customer-hostile practices while also encouraging a healthy degree of competition and interoperability in important markets would be best for the users and fair to the developers. Sadly, right now, we have neither of those things, and that’s how we get Windows 11, the mobile device duopoly, numerous examples of products or services being locked down against their users’ interests, online services that people increasingly rely on for fundamental aspects of their normal lives and yet that have little real obligation to those people in return, and assorted other ills of the 21st century tech landscape.
> I’m not sure how reasonable it is to expect a business to continue offering the same product or service indefinitely if market forces are pushing it elsewhere
Market forces aren't pushing it elsewhere. The cornerstone of Microsoft still is Windows and Office. If those would not exist nobody in their right mind would choose Azure over AWS or GCP.
By letting their guard down on those fronts and letting Windows and Office degrade more and more, they are exposing themselves to the risk that someone ends up building a competitive company filling those niches and people risk the switching cost in order to get away from ever increasing Office 365 subscription costs.
Agreed. Companies pick Azure because they have already invested in Windows and Office. I have never worked in one company that uses Azure but not Office. They usually buy azure because of the discount.
> nobody in their right mind would choose Azure over AWS or GCP.
There's a really interesting dynamic here in that Azure has a solid spoiler role for large organisations that don't want to be commercially dependent on only AWS, and they can probably get really solid discounts if they're aready on board elsewhere. It's something that doesn't play out with Microsoft's other products nearly so much: you get shouted down if you want to have desktop diversity, but having a multicloud strategy is (in my experience) looked on as essential.
The cornerstone of Microsoft still is Windows and Office.
Again, is it really, though? I have no special insider knowledge so perhaps this is just a misunderstanding of the public information, but just going by the organisation structure, leadership comments and recent financials, it looks like Windows makes up a relatively small part of Microsoft’s revenues these days, while the traditional desktop Office applications seem to be almost lost in the noise. The emphasis seems to be firmly on cloud services, though admittedly with all the rebranding from Microsoft lately, I find it hard to understand even what basic products and services they offer any more.
My point is that Windows/Office are a essential part in their sales funnel.
Google also makes most of their money in "ads" but if they were to axe Search and Youtube (which in an reduced view are only sales funnels for ads), they wouldn't have much of a business left.
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They kinda did the same with IE. Got into a virtual monopoly and then let what was already a mediocre browser crumble into a pile of manure. So yeah then Google came along and ate their lunch. They should know better at this point.
> The cornerstone of Microsoft still is Windows and Office.
You mean Windows and Microsoft 365 Copilot App?