Disagree. Satya's Microsoft is more like Embrace-Extend-Share: he's running it more like an old-school conglomerate --not BillG's "one company to rule them all".
AFAICT, New Microsoft is a platform of platforms with profit flowing down to lower-level platforms (Windows, Azure) but being made in all levels (Office, Xbox, LinkedIn) and shared with others (employees / partners) at some levels.
Satya has basically taken the Bezos insight --use your scale to build platforms that you also sell to outsiders-- and inverted it: use as many platforms as possible to build and sustain scale. This is not new, this is exactly what a conglomerate would have done 100+ years ago. But he's doing it methodically and while breaking fewer rules than Amazon or Google. Mad respect.
AFAICT, New Microsoft is a platform of platforms with profit flowing down to lower-level platforms (Windows, Azure) but being made in all levels (Office, Xbox, LinkedIn) and shared with others (employees / partners) at some levels.
Satya has basically taken the Bezos insight --use your scale to build platforms that you also sell to outsiders-- and inverted it: use as many platforms as possible to build and sustain scale. This is not new, this is exactly what a conglomerate would have done 100+ years ago. But he's doing it methodically and while breaking fewer rules than Amazon or Google. Mad respect.