Microsoft is to Google as Lotus was to Microsoft
This isn’t a huge new insight but it’s interesting to see history kind of repeating itself.
Sometimes a product is so locked in and so entrenched that it looks like it will never be beat. After all, no one ever got fired for buying IBM right? And you’d have to be crazy to try to build a new spreadsheet to compete with Excel, because companies large and small have an unbelievable investment in training, familiarity and documents so that any change is extremely hard and costly.
It is said, correctly, I think, that such entrenched software products often get unseated during a platform switch. When a dominant technology platform (e.g. PCs or Windows) is losing it’s dominance in...

