Microsoft Volume II

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.


Sponsors:


WorkOS: https://bit.ly/workos25

Sierra: https://bit.ly/acquiredsierra

Sentry: https://bit.ly/acquiredsentry

Anthropic: https://bit.ly/acquiredclaude25



Links:


Bill Gurley on Android’s “Less Than Free” business model

All episode sources



Carve Outs:


Meta Ray-Bans

Ozlo Sleepbuds

M3 Macbook Air

Model Y



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‍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.