No, he is not saying microsoft is vulnerable, but that no one fears microsoft any more. In the past, if you were trying to get VC money, one of the questions t

No, he is not saying microsoft is vulnerable, but that no one fears microsoft any more. In the past, if you were trying to get VC money, one of the questions they would ask you is - why should I fund you? Can't Microsoft do this? That question is not asked today, even as a few years back. I was trying to get a patch management company going, and that 8 or so VCs I met didn't even asked if this is something Microsoft would get into. And from what I understand, today's questions are more along the lines of - how can you beat google. -Tai