Understanding the behemoth in Redmond teaches us valuable lessons in cloud infrastructure, startup strategy, and the future of software.
https://luttig.substack.com/p/dont-forget-microsoft
* owned 70% * hundreds of products * described * PC growth wave * most valuable company in the world * inflected * “Windows in the Cloud” * became generally available in 2010 * several * lumping it into “other” revenue buckets * ~$20B in shares per quarter * below age 35 * Halloween documents from 1998 * in 2015 * long tail of IDEs * Replit * commoditizes its complement * lofty mission * AI-fueled vision * Bessemer Cloud Index * aggressive M&A track record * Compound Startup thesis * outpaced * more revenue