Showing posts with label Microsoft. Show all posts
Showing posts with label Microsoft. Show all posts

September 13, 2015

Learning from tech leaders I admire

Today I have read a very interesting piece that Fast Company - one of my must-read publications -  has recently produced on Uber and its CEO Travis Kalanick. It is priceless to better understand the company's ethos and driving forces. This has led me to think a bit about some of the people in tech I admire.

When it comes to leaders in the technology space, a few names come to mind quickly to the general public. A simplified classification I have come up with - Forbes, for instance, has its own ranking of "The Richest People in Tech" - would break down such leaders in three groups:

(1) those who are no longer active or in executive roles but whose influence is still undoubted today (Steve Jobs, Larry Ellison, Bill Gates);

(2) those who have rather recently disrupted the world (and continue to do so) and have already significantly cashed out (Mark Zuckerberg, Sergey Brin and Larry Page, Jeff Bezos, Mark Cuban); and then

(3) those whose companies are on the verge of becoming - to some extent they already are - the next big thing (Travis Kalanick, Elon Musk, Brian Chesky)

Week-in week-out I read a lot of stuff about many of them. And there is always stuff you can learn and try to apply to your more mundane existence. Some takeaways for my own sake are the following:

- long term vision vs. short term profit: I love Amazon's Jeff Bezos' approach to this and how he continues to drive innovation at Amazon by continuing to invest heavily in new services and products (Prime, Amazon Web Services, you name it...), instead of giving in to The Street's pressures for boosting the company's present stock price. At the end of the day, and as obvious as it sounds, the latter will be accomplished if things work out just fine - the last months' stock price evolution being a good example.

- challenge the statu quo: I am gonna go with Uber's Travis Kalanick. I love his strength to challenge what is widely perceived as a legally-protected dated monopoly (i.e. cab service) in pretty much all countries around the world. When customers love your service the regulators can do nothing but ultimately changing the rules of the game.

- dare to dream: nobody in my view is better at this than Elon Musk. From the hyperloop train to life in Mars; from space "tourist" travel to the perfect car. If I had to pick one guy as "the" visionary, I'd pick him. Such "visions" are sometimes broadly praised and some other times hammered. However, few people feel indifferent.

- learn, learn, learn: when Mark Zuckerberg started to take the stage as Facebook's CEO and main spokesperson he was widely criticized for his relative weakness with presentation and public speaking skills. He has invested time and effort in getting better and the results have been evident, his notorious recent presentation in Chinese being a great example. Just because one is at the top of the world does not mean that he knows it all. Be humble and never stop getting better.

- be generous: you can call tax planning...or you can call it giving back to the community. Or you can argue that it is a bit of both. But the huge contributions that the likes of Microsoft's founder Bill Gates continue to make to try to make the world a slightly better place should not be unnoticed.

These are just some ideas. There are a zillion others. But I do know that working for and/or with someone you admire and look up to makes your work more rewarding. Plus it commands an extra "something" that at the end of the day results in self-improvement, additional commitment and increased loyalty. 

May 26, 2010

AAPL > MSFT

I need to catch up with my writing. I have been most busy over the past two or three weeks but I hope I am gonna have some more time in the coming weeks. Wait and see.

Today is a remarkable and quite meaningful day in the tech era. It signals the change in trends that many have predicted long ago. Apple has become larger than Microsoft.  By today's closing bell Microsoft's market cap was $219bn vs that of Apple's of $222bn

The chart below shows the evolution of both stocks and the Nasdaq over the last 10 years. Apple's stock has skyrocketed and the return over 10 years has been 1000%. On the other hand, if I had put my money on Microsoft, today I'd have less money in absolute terms (and let's leave the time value of money aside).



But what I find most shocking is how similar the Nasdaq's and Microsoft 's trendlines look. It's pretty much the same since 2004!! Microsoft has had a very profitable business over this period of time but, still, it has not been able to beat the index.

This situation confirms Apple's health: the iPhone, the iPod, the increasing clout of macbooks. Apple is a company that is in fashion and so many people love it. Microsoft, despite being very profitable yet, has lost its mojo and there are many doubts about some of its businesses (operating system/explorer, search/bing, mobile, etc.).

Simply put, if you were given the chance to work at Apple or at Microsoft, what would you do?

February 15, 2010

Mobile World Congress in Barcelona


From California to Catalonia, from the Bay Area to Barcelona. For three days starting today Barcelona will become the world hub for mobile by hosting the Mobile World Congress. I like Barcelona quite a lot and I had the chance to live there for 6 months a few years ago. But every time I think about it I still find it quite surprising (and superbly smart) how well the city positioned itself and opened up to the world by leveraging the 1992 Summer Olympics. If smart marketing was a person, it would be Barcelona.

Anyways, the big event from today has been the presentation - Steve Ballmer himself has been there - of the long awaited "Windows Phone". It is funny that this release comes just a few days weeks after Google did the same with its Nexus one. It seems like Microsoft is so often late to the party (the phone is supposedly meant to start selling a year from now!) and many wonder if it's taken them too long to make this move into the mobile world.

But from some pieces that I have read it seems like the Windows Phone, featuring the new Windows Mobile 7 OS, is quite promising and signals a significant departure from other OS like Android and the iPhone. Plus Microsoft is not planning to manufacture devices itself but partnering with hardware manufacturers. People also argue that the new OS is built on some of the strengths of the Zune and the Xbox, none of which I am familiar with (I have also read that Microsoft is not planning to allow integration of these devices with Mac computers...)

Samsung has laso presented the "Wave", its new smartphone featuring a new Samsung-branded OS that will carry  its own app store.

The battle for mobile devices is going to be enthralling in the coming months. The stakes are high and everyone ants to get a larger piece of people's time as we all spend more and more time with our cellphones. Wait and see