I know he's not talking about web apps. But how is Microsoft going to be a dominant player providing services to apps running on platforms that are controlled by others?
Both Apple and Google want to control their own cloud platform, and they can make sure that their cloud solution is better integrated than Microsofts offerings on their own platforms. And at least Google knows how to do this kind of thing really, really well.
So my point is, unless one expects platforms / operating systems to overall become irrelevant (which some web proponents believe), I can't see how he can draw this conclusion in earnest. It's exactly the same argument he's criticized others for making time and time again with Apple, the only difference being that "Apple should give up their operating system, bundle Windows and only focus on hardware". Of course it's obvious today why that would have been a terrible idea.
Both Apple and Google want to control their own cloud platform, and they can make sure that their cloud solution is better integrated than Microsofts offerings on their own platforms. And at least Google knows how to do this kind of thing really, really well.
So my point is, unless one expects platforms / operating systems to overall become irrelevant (which some web proponents believe), I can't see how he can draw this conclusion in earnest. It's exactly the same argument he's criticized others for making time and time again with Apple, the only difference being that "Apple should give up their operating system, bundle Windows and only focus on hardware". Of course it's obvious today why that would have been a terrible idea.