One of the hilights of a Microsoft VC Summit is always Steve Ballmer’s intervention and the following Q&A. I have already referred to an interesting part of his talk regarding acquisitions, but most interesting learning I got from the session is Ballmer’s clear determination to go after Google and its position of search and online advertising leader. Microsoft has the might, and the resources, to take a long term view and give Google a run for its money (and they evolve as an organization as Scoble just posted). The consumer can only benefit from such a competition.
Here are a few more tidbits he covered:
VC investment levels up – including in early stage since 2005, with resource shortages in certain places (especially where Google has a development center) Consolidation in the industry is happening, with M&A being the primary exit option Consumer markets are driving enterprise expectations, as applications and services available in the cloud … Read more »