<p>In 1999, Microsoft became the most valuable company in the world. And in 2019, Microsoft became the most valuable company in the world, <em>again</em>. But… what happened in the twenty years in between? The answer, as we discovered in our research, is probably not what you think.</p><p>In this episode we explore and analyze the browser wars and the DOJ case, Windows XP through 8, Surface, Xbox, search, Yahoo!, Bing, the iPhone, Nokia, mobile, social, Facebook… and oh yeah, a little thing called Azure and the enterprise — which ended up becoming so big that no failures mattered. Tune in for Microsoft, Volume II.</p><p><strong>Chase Center Live Show in SF:</strong></p><ul><li><a href="http://acquired.fm/sf">Sign up here</a> to for the pre-sale list before tickets are available to the public. See you there!!</li></ul><p><strong>Sponsors:</strong></p><p>Many thanks to our fantastic Season 14 partners:</p><ul><li><a href="https://bit.ly/acquiredJPMP6pod">J.P. Morgan Payments</a></li><li><a href="https://bit.ly/acquiredsn">ServiceNow</a></li><li><a href="https://bit.ly/acquiredpilot24">Pilot</a></li></ul><p><strong>Links:</strong></p><ul><li><a href="https://abovethecrowd.com/2009/10/29/google-redefines-disruption-the-less-than-free-business-model/">Bill Gurley on Android’s “Less Than Free” business model</a></li><li><a href="https://docs.google.com/document/d/1x77IgRYzQd5G7LZ6yP9Pv0xUXeCb_oU33TWySSDdBIg/edit?usp=sharing">All episode sources</a></li></ul><p><strong>Carve Outs:</strong></p><ul><li><a href="https://www.meta.com/smart-glasses/shop-all/">Meta Ray-Bans</a></li><li><a href="https://ozlosleep.com">Ozlo Sleepbuds</a></li><li><a href="https://www.apple.com/macbook-air/">M3 Macbook Air</a></li><li><a href="https://www.tesla.com/modely">Model Y</a></li></ul><p><strong>More Acquired:</strong></p><ul><li><a href="https://www.acquired.fm/email">Get email updates</a> with hints on next episode and follow-ups from recent episodes</li><li><a href="http://acquired.fm/slack">Join the Slack</a></li><li><a href="https://pod.link/acquiredlp">Subscribe to ACQ2</a></li><li>Check out the latest swag <a href="https://www.acquired.fm/store">in the ACQ Merch Store</a>!</li></ul><p><em>Note: references to Fortune in ServiceNow sponsor sections are from Fortune ©2023. Used under license.<br></em><br></p><p><em>‍Note: Acquired hosts and guests may hold assets discussed in this episode. This podcast is not investment advice, and is intended for informational and entertainment purposes only. You should do your own research and make your own independent decisions when considering any financial transactions.</em></p>

Acquired

Ben Gilbert and David Rosenthal

Microsoft Volume II

JUL 21, 2024291 MIN
Acquired

Microsoft Volume II

JUL 21, 2024291 MIN

Description

In 1999, Microsoft became the most valuable company in the world. And in 2019, Microsoft became the most valuable company in the world, again. But… what happened in the twenty years in between? The answer, as we discovered in our research, is probably not what you think.

In this episode we explore and analyze the browser wars and the DOJ case, Windows XP through 8, Surface, Xbox, search, Yahoo!, Bing, the iPhone, Nokia, mobile, social, Facebook… and oh yeah, a little thing called Azure and the enterprise — which ended up becoming so big that no failures mattered. Tune in for Microsoft, Volume II.

Chase Center Live Show in SF:

  • Sign up here to for the pre-sale list before tickets are available to the public. See you there!!

Sponsors:

Many thanks to our fantastic Season 14 partners:

Links:

Carve Outs:

More Acquired:

Note: references to Fortune in ServiceNow sponsor sections are from Fortune ©2023. Used under license.

‍Note: Acquired hosts and guests may hold assets discussed in this episode. This podcast is not investment advice, and is intended for informational and entertainment purposes only. You should do your own research and make your own independent decisions when considering any financial transactions.