Wednesday, April 4, 2018

So What About That Re-org?

I've been seeing a bunch of wailing and gnashing of teeth about the latest re-organization of Microsoft and the fact that "Windows has been demoted". This has kind of left me puzzled because I actually view the reorg as something very positive.

Before you dismiss it here's why.....

A couple of years back Microsoft published a couple of YouTube videos entitled "Future Visions" (you know the glossy high tech future) They were very interesting to look at in an abstract kind of way but at the time I really sort of viewed it like a science fiction movie. Then you stop to consider that Microsoft isn't an entertainment company and they must have had some reason for putting together these very slickly produced videos. These videos represent the future they are building for.

If you haven't seen them, I'd urge you to go and watch the videos, and then stop and think about what what would underpin that future from a computing systems standpoint. Intelligent cloud with intelligent edge systems doesn't sound like such boilerplate corporate speak any more. Neither does the concept of users experience living in the cloud and not being fixed to any device. In fact if you look at these videos you can see Surface Hub, Continuum, Touch, Fluent design all represented (ok well, maybe their great grandchildren) The other thing that's remarkable is what's not shown in these videos there isn't a Windows display anywhere!

There's a general trend with Microsoft (and others) towards a single OS that can pretty much run on almost every device type or be easily adapted to if something should arise that it cant run on. This is the vision behind Polaris/Andromeda. We also know that the idea of a desktop PC is pretty much a dead man walking (yes Apple is right with it's "What's a computer?" tag) Given that we know this, does it make sense focusing the company on what is essentially a device OS?

Nadella's big strategic gambit is for the fabric that ties the future together, in short it's to own the cloud. So yes Microsoft is going to attempt to be the on ramp for every device that is out there, be it Apple, Android, Chromebook, Linux or whatever. Windows and Surface are likely the most important of these on ramps to Microsoft but they aren't by any means the only one.

Viewed in this context, not only does this reorg make sense, but many of Microsoft's other moves suddenly fit into a wider tapestry that gives them particular meaning.

What a time to be alive.


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