Microsoft Volume I

13347.205 - 13370.796 Steve Ballmer

Moving along. Other playbook themes. A big one that jumps out to me is that new generations of technologies enable market dislocations. And unless you are in a transformational moment in terms of a new technology came out that enables something that wasn't possible before that's going to rearrange the whole value chain and open up new markets... It's pretty hard to go challenge an incumbent.