100%
1/1 resolved calls right
1 scored · avg 10
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6
companies · 19 data points
both those companies have raised tons of money it's hard for me to imagine they'll both win so in the winter TI all markets where there's a big money battle there could be a sinkhole for one of them and maybe not uh but maybe uh so and you would tip that one in Uber's favor
as an early angel in Uber I'm an Uber customer okay uh and I I don't uh trade flight with Uber so you know from a customer P perspective yes yeah
Microsoft will continue to survive and operate as a company for a long time.
What happened: Microsoft has continued to operate and remain a major public company, surviving well beyond 2015.
Verify at source ↗it's the underpinning now of the Apple operating system right it's Unix so exactly quite ironic
we did work my company open systems on the Lisa ... there was a group within Apple who thought the Lisa could compete with the Unix boxes ... they approached us this Splinter Group in apple to put Unix on that machine
the interesting thing about Bill was that the question you asked before um he was an amazing he still is an amazing strategic thinker yet every detail of that company of Microsoft was is at his grasp right you
at that time there was no company that had reached $100 million in Revenue in the software area MSA a Mainframe software company in Atlanta was about to reach 100 million and Bill said to me an we're going to go public at Microsoft off of 75 million in revenues and I can see my way to 500 million in revenues but I can't see any further and I I said all right show me the way to 500 million because no one is even thinking about 500 million
the other thing about Amazon that is is part of the magic of them is very much the Google magic you know we're not telling you everything we do
now that they disclose AWS they're in an Enterprise software business that's about A5 billion business
I think it is is a tough place to work ... and he is in a business Amazon is a very different business ... it requires Precision execution on the Commerce side
it is hard to recruit people out of there and they do say that they have to work hard and you know that it is a demanding job but I have never heard anyone of people that I've try to catch at times where they might be willing to move hard to get them away yes it's hard to get them away and they they they only have praise for Jeff
he really really really impressed me in that meeting alone just talking about book selling that this was a guy focused on scale knew the details was a ver voracious learner had intellectual stamina out the Gazoo
both those companies have raised tons of money it's hard for me to imagine they'll both win so in the winter TI all markets where there's a big money battle there could be a sinkhole for one of them and maybe not uh but maybe uh so and you would tip that one in Uber's favor
so you have an Uber then you have a lift and a side car you have a sprig you get a spoon rocket Etc yeah a lot of copycats
as an early angel in Uber I'm an Uber customer okay uh and I I don't uh trade flight with Uber so you know from a customer P perspective yes yeah
both those companies have raised tons of money it's hard for me to imagine they'll both win so in the winter TI all markets where there's a big money battle there could be a sinkhole for one of them
I love Uber I'm a big Uber customer I can't imagine life without it around the world
New Relic workday um service now sales force those are all relatively young companies that are operating at hundreds of millions of dollars of Revenue and and that indicates that they're real that they're not Bubblicious in any regard
because your margins are are half or a third or maybe even a tenth in some case of a mule soft or a you know a company slack
in the '80s no question yeah uh you know that and Bill was always listening to everything everyone said right it was a sponge exactly
Gates was the most impressive to me because I can remember having a conversation with him the year before Microsoft went public and at that time there was no company that had reached aund million in Revenue in the software area MSA a Mainframe software company in Atlanta was about to reach 100 million and Bill said to me an we're going to go public at Microsoft off of 75 million in revenues and I can see my way to 500 million in revenues but I can't see any further and I I said all right show me
when Microsoft went public in 1985 their revenues were $75 million