Episode 170 — A Perfect Meal

Exponent

Ben Thompson / James Allworth

Technology

4.6 • 832 Ratings

🗓️ 10 May 2019

⏱️ 44 minutes

🔗️ Recording | iTunes | RSS

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Summary

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: … Continue reading Episode 170 — A Perfect Meal

Transcript

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0:00.0	Hi, James. Ben, how are you? The question the world is wondering, James, is how are you?
0:05.5	Yeah, I'm better, mostly better. I got the flu, and then I managed to get pneumonia,
0:10.8	viral pneumonia, which was not much fun. And the first week, I was like, I've got a really bad cold.
0:16.8	Do you mind if we skipped this week? And you were very gracious and said, no worries? And then last week I did try to power through and I jumped on.
0:24.4	And I shut you down.
0:25.5	Yeah.
0:26.3	Like you sound awful.
0:28.2	Yeah.
0:28.6	It wasn't good.
0:29.6	It really wasn't good.
0:30.8	So if you ever have the choice around getting the flu and then viral pneumonia, I highly recommend not doing it.
0:36.7	And people say we don't give advice. Yeah, right?
0:39.5	And helpful advice too. So we have to admit we failed to power through, but the attempt was made.
0:47.1	So just want to get that out there. A nod to it. Well, that means we have lots of stuff to cover.
0:52.4	I think we will not cover Uber because the point of Uber, that article is that there's
0:56.9	nothing to talk about because they declined to release like any actionable sort of information,
1:02.2	which is actually probably the biggest takeaway from that, but no Uber.
1:05.1	That leaves two, which one was Microsoft and kind of talking about Microsoft in the context
1:09.9	of the Slack and the Zoom IPOs.
1:12.0	And then this week, Google I.O. And I think there actually might be a little bit of a thread
1:16.4	between those two. So let's see if we can sort of draw it out over the next hour or so.
1:20.6	Yeah, that sounds like a plan. So I guess I'll quickly summarize since it's been a couple weeks.
	...

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