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Ben and James discuss the Zoom and Slack IPOs in the context of Microsoft\u2019s current success and long-term challenges. Links Ben Thompson: Microsoft, Slack, Zoom, and the SaaS Opportunity \u2014 Stratechery Ben Thompson: The State of Technology at the End of 2018 \u2014 Stratechery Ben Thompson: Google Fights Back \u2014 Stratechery Ben Thompson: The End of Windows \u2014 Stratechery Ben Thompson: Microsoft\u2019s Earnings, Microsoft\u2019s Growth Opportunities \u2014 Stratechery Ben Thompson: Microsoft Build, Microsoft\u2019s Strategic Clarity, An Interview with Microsoft CEO Satya Nadella \u2014 Stratechery Ben Thompson: The Cost of Developers \u2014 Stratechery Ben Thompson: Google Fights Back \u2014\xa0Stratechery Geoffrey Moore: \u2026 Continue reading Episode 170 \u2014 A Perfect Meal