4 ms·
<joke> It looks like Microsoft is slowly reimplementing half of YC startups. </joke> Seriously though, I'd be really worried if I was in SaaS space now. Micros
by polskibus 9y ago
<joke>
It looks like Microsoft is slowly reimplementing half of YC startups.
</joke>
Seriously though, I'd be really worried if I was in SaaS space now. Microsoft is going after most business-relevant SaaS offerings, while providing infrastructure to others (what's going to be left?) at the same time.
I wonder at what point will this strategy be seen as monopolistic or as a threat. For example, what's stopping them from becoming THE accounting outsourcer for half of the
world? First you use their accounting, next you are out. While MS investors must be in heaven now, others should be wary.
Anti-monopolistic laws probably won't kick in in USA, because MS has competitors in each space they are walking into. However, seen as a whole, one can easily see how impoverished (in terms of choice) the ecosystem is going to become.
- kfk 9y agoPowerBI is the best example, Tableau's stock price dropped 50%+ last year and I am convinced a big part of that is Microsoft stepping up their game in the analytics dashboard area, I covered this in my blog too. It's difficult to make predictions and if you are using these software solutions the only way to protect yourself and your organization from sudden changes in the market is to adopt an architecture that is as modular as possible. No software package or SaaS should be mission critical to run your business unless impossible to avoid to do so (ie Excel in finance).