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Hardcore Software by Steven Sinofsky (Audio Edition)

Business & Economics Podcasts

Personal stories and lessons from inside the rise and fall of the PC revolution as narrated by the author. Sinofsky joined Microsoft in 1989 as a software design engineer on C++. Over the next 23 years he worked across many major products and teams including C++ and Visual C++, Office for six major releases ending as SVP of Office, Windows 7 and Windows 8, as well as most major internet services as President of Windows. hardcoresoftware.learningbyshipping.com

Location:

United States

Description:

Personal stories and lessons from inside the rise and fall of the PC revolution as narrated by the author. Sinofsky joined Microsoft in 1989 as a software design engineer on C++. Over the next 23 years he worked across many major products and teams including C++ and Visual C++, Office for six major releases ending as SVP of Office, Windows 7 and Windows 8, as well as most major internet services as President of Windows. hardcoresoftware.learningbyshipping.com

Language:

English


Episodes
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108. The End of the PC Revolution [Epilogue]

12/4/2022
Welcome to the final installment of Hardcore Software. It has been an amazing journey in the 115 or so sections including bonus posts. I owe a huge debt of gratitude to those of you that have followed along the journey of the PC and my own growth and lessons. Thank you very very much. I have a few more bonuses planned, including a compendium of Microspeak and a bibliography of books and magazines that I collected. For paid subscribers I will be sending out an update on how billing will end and for “True Blue” subscribers please expect an email on receiving your compiled version of the work. It’s not too late to order that and also have access to all the old posts. I will also be filling in audio for the first 70 posts in early 2023. Hardcore Software describes a personal journey. It is also one that happened to coincide with the PC revolution—the early days all the way through the final days of the revolution. The PC still marches on, but it is different. The PC remains essential though is no longer central to the agenda of computing as it was. That is what I mean by the end of the revolution. This post is free and comments are turned on for all Substack users. Back to 107. Click In With Surface Windows 8 was a failure. Hubris. Arrogance. Lunacy. Egomaniacal. Pick any word to describe the product; it was likely used somewhere. No one knew, or felt, the weight of the product failure more than I did. Nearly every successful Microsoft product had survived our it takes three versions to get it right modus operandi. Esther Dyson, a technology investor and journalist, writing for Forbes in an article “Microsoft’s spreadsheet, on its third try, excels” said “It’s something of an industry joke in the software business that it takes Microsoft three tries to get it right. There’s Windows 3.0, Word 3.0, and now Excel 3.0.” She wrote that in 1991, reviewing the third version of Excel. No Windows leader made it through the odd-even curse of releases, certainly not three major releases of Windows from start to finish. My hope had been for a credible Windows 8 knowing we weren’t finished, which was standard operating procedure for new Microsoft products. We knew where we wanted to take the product over time—the hardware, the software, and the apps. But none of that happened. For reasons I still do not fully understand, for the first time I could remember Microsoft quickly and completely withdrew and actively erased Windows 8 in an almost Orwellian way—even Clippy preserved its dignity. I try to imagine what would have happened had Microsoft given up on Windows the first time, or Windows Server, Exchange, Word, Excel, or PowerPoint. All of those took multiple iterations to find product-market fit, to win both hearts and minds. Requiring three versions was not a Microsoft thing. It is a product development thing. Even in a big company you must ship the first version—shipping a “V 1.0” (v for version) is always a miracle. Then you need to fix it and that was version 2.0. Then by version 3.0 not only does the product work, the sales, marketing, positioning, pricing, and more work. Product development is always a journey. Always. With years of hindsight including the new mobile market, the PC market, and Apple, many of the initial problems with Windows 8 were not nearly as egregious as much of the commentary made them out to be. Or maybe the commentary was right and what was egregious was not that we made a product that did what it did, but that we made Windows do those things? Or perhaps we simply did it all too soon? Or that we, surprisingly, lacked patience to get it right? There was commentary on me as a leader, as a person. I knew that was borne of immediate frustration and not enduring. That’s why I remained quiet and did not speak out in 2012 as I moved on to a new experience in Silicon Valley and working with entrepreneurs. I understood and even respected the emotion from where it came and the forces that produced it. Over...

Duration:00:54:15

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107. Click In With Surface

11/20/2022
Happy Holiday to those in the US. This is a special double issue covering the creation and launch of Microsoft Surface, an integral part of the reimagining of Windows from the chipset to the experience. To celebrate such a radical departure from Microsoft’s historic Windows and software-only strategy this post is unlocked, so please enjoy, and feel free to share. I’ve also included a good many artifacts including the plans for what would happen after Windows 8 released that were put in place. The post following this is the very last in Hardcore Software. More on what comes next after the Epilogue. As a thank you to email subscribers of all levels, this post is unlocked for all readers. Please share. Please subscribe for updates and news. Back to 106. The Missing Start Menu In 2010, operating in complete secrecy on the newest part of Microsoft’s campus, the Studios, was a team called WDS. WDS didn’t stand for anything, but that was the point. The security protocols for the Studio B building were strengthened relative to any other in the entire engineering campus. Housed in this building was a team working on one of the only projects that, if leaked, would be a material event for Microsoft. WDS was creating the last part of the story to reimagine Windows from the chipset to the experience. When we began the project, it was the icing on the cake. After the Consumer Preview, it had become the one thing that might potentially change the trajectory of Windows 8. As Windows 7 finished and I began to consider where we stood with hardware partners, Intel, the health of the ecosystem, and competing with Apple, I reached the same conclusion the previous leader of Windows had—Windows required great hardware to meet customer needs and to compete, but there were structural constraints on the OEM business model that seemed to preclude great hardware from emerging. At the same time, the dependence on the that channel meant there was no desire at Microsoft to compete with OEMs. In 2010, the Windows business represented 54% of Microsoft’s fiscal year operating income and Office was 49%—yes you read that correctly. BillG used to talk about that amount of revenue in terms of the small percentage of it that could easily fund a competitor or alternative to Windows. The “Year of Linux” was not just a fantasy of techies but a desired alternative for the OEMs as well. So far the OEMs had not chosen to invest materially in Linux, but that could change especially with an incentive created by Microsoft’s actions. Like my predecessors, I believed Microsoft needed to build a PC. Building PCs was something BillG was always happy to leave to other people. In an interview in 1992, Bill said, “There’s a reason I’m the second-biggest computer company in the world…. The reason is, I write software, and that’s where the profit is in this business right now.” On the other hand, the legendary computer scientist and arguably father of the tablet concept, Alan Kay, once said, “People who are really serious about software should make their own hardware.” Microsoft was founded on the core belief that hardware should best be left to others. In the 1970s hardware was capital intensive, required different engineering skills, had horrible margins, and carried with it all the risks and downsides that pure software businesses, like the one BillG and PaulA had pioneered, did not worry about. With a standardized operating system, the hardware business would quickly consolidate and commoditize around IBM-compatible PCs in what was first a high-margin business that soon became something of a race to the bottom in terms of margins. Microsoft’s fantastic success was built precisely on the idea of not building hardware. BillG was always more nuanced. He and PaulA believed strongly in building hardware that created opportunities for new software. Microsoft built a hardware device, the Z-80 SoftCard, to enable its software to run on the Apple ][. Early on, Microsoft...

Duration:01:26:36

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106. The Missing Start Menu

11/13/2022
This section was the most difficult to write. At least people look back favorably on Clippy. The Windows 8 Start screen lacks any kitsch or sentimental value. It was the wrong design for the product at the wrong time and ultimately my responsibility. This is not the story of the design. There are better people to write about the specifics. This is not a story of ignoring feedback or failing to heed the market, but a story of just what happens when you’re out of degrees of freedom. This is the story of the constraints and the rationale for how we managed a situation that we saw as a quagmire. The good thing about the Start screen was everyone had an opinion. The bad thing was most of those opinions were not favorable. Subscribers, only two more scheduled posts remaining. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit hardcoresoftware.learningbyshipping.com

Duration:00:50:50

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105. New Ultrabooks, Old Office, and the Big Consumer Preview

11/6/2022
The previous section detailed the release of the Windows 8 platform, WinRT, for building Metro-style apps. In the reimagining of Windows from the chipset to the experience, we’ve covered all the major efforts. In this section, we will describe the latest in PCs that will contribute to Windows 8, which Intel called Ultrabook™ PCs We will also introduce the Windows Store where developers could distribute apps. The really big news will be the Consumer Preview or beta test for Windows 8 where millions will experience the product for the first time. It might surprise readers, just as with the Developer Preview, that the reaction to the product across many audiences was quite positive. Just how positive? And what in the world could the professional press and reviewers actually liked? And what did Apple’s Tim Cook have to say about all this? Back to 104. //build It and They Will Come (Hopefully) Following the //build conference we were feeling quite good. Not to belabor the point, but I recognize how challenging it is to take such feelings at face value given where the product ended up. In writing this and helping people experience the steps we went through at the time in sequence, my hope is that what comes to light is that we were not bonkers and in fact much of the industry was excited by Windows 8 as it emerged. Of course, there were skeptics and doubters, even haters, but as veterans of dozens of major products we’d seen this before and the volume for Windows 8 was not disproportionate. If anything, the excitement and optimism were higher. So where did things take a decidedly different direction? It was when after product emerged from the Developer Preview and a series of events including the widely distributed Consumer Preview, or beta, when millions of people would experience the product. The leadup to the Consumer Preview in March 2012 included some important steps in the process as well. New Ultrabooks On the heels of the //build conference in September 2011 Intel began kicking off an effort to reenergize the PC industry with a response to Apple, finally. Intel developed a series of specifications, financial incentives in the form of marketing and pricing actions, as well as supply chain activation to deliver on a new class of laptop. Intel called these Ultrabooks. We called them a blessing. Intel was best positioned to drive this type of advance. It was always difficult for Microsoft simply providing the operating system to dramatically alter the hardware platform, even though many thought by virtue of building Windows we held significant sway. We certainly had influence, but ultimately Windows was a wide-open platform which meant hardware to support any scenario was under PC maker control. The few times we had tried to tightly control hardware specifications, such as with Tablet PC and Media Center PC, did not go well at all. Worse, such controls angered not just PC makers but our fans as well who always wanted to build PCs on their own and experiment with hardware components. Unlike Microsoft, Intel had a unique ability to influence hardware specifications and their influence increased over time compared to Microsoft’s which waned over the years. Intel rallied the industry around Netbooks. While that was a failure, it provided a playbook that Intel could later follow. Before the Netbook, Intel almost single-handedly drove a consistent level of support for Wi-Fi with the Centrino line of chips, which bought both lower-power consumption and Wi-Fi to the standard business laptop. In these cases, and many others such as USB, SATA storage, integrated graphics, and more, Intel took on a broader role in determining components and building software drivers for Windows (and Linux) while making it easier for OEMs to adopt a complete platform. The efforts were not pure altruism. Intel would use these complete component platforms to steer OEMs to specific price points for chips as well as unit volume commitments. With those...

Duration:00:56:01

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104. //build It and They Will Come (Hopefully)

10/30/2022
Imagine building a computing platform that powers a generation. Now imagine taking the big step of building the replacement for that platform while the original needs to keep going for another decade or more. This is the story of unveiling the new Windows 8 platform for building modern apps, WinRT, at the first //build conference. The difficulty in telling this story is how everyone knows how the world came to view Windows 8. The developer conference of 2011 was a different story entirely. We still had to work through the big issue within the world of .NET developers and their extreme displeasure with the little we said about the Windows 8 developer story a few months earlier at the preview of the user experience. We had so much to share and were very excited as we made our way to Los Angeles. Back to 103. The End of Windows Software The iPad was out there and still had skeptics. Pundits continued to assert that tablets were not good devices for content creation. Techies saw it as a consumer toy for lightweight computing. This same thing had once been said of PCs, right up until they overtook computing. It was said of server PCs, right up until they overtook business workloads and cloud computing. Steve Jobs, at the 2010 All Things Digital D8 conference, reminded the audience that the iPad was just getting started and added, “I think we’re just scratching the surface on the kind of apps we can build for it. I think one can create a lot of content on the tablet.” By 2011, Apple was demonstrating increasing confidence in the path they had created with iPad. The iPad was already the preferred tool for the road warrior, the boardroom, and the back seat. The iPad and iPhone combined with the developer platform had become the most formidable competition Microsoft ever faced. As much as Android unit volumes concerned the Windows Phone team, there was no ignoring Apple. Some were deeply concerned about the tsunami of small Android tablets. Given what we went through with Netbooks, low quality devices, even in high volumes, concerned me less. The PC was moribund. The situation in Redmond became increasingly worrisome. This was despite our solid progress on Windows 8 and the interim Windows Phone release, Windows Phone 7.5. The chicken and egg challenge of platforms is well known. How does a platform gain traction from a standing start? Every platform faces this, but it is unusual for the established world leader to be wrestling with this problem. When I think of how the computer world had literally revolved around every utterance about Windows, it was downright depressing if not scary. The challenge the company faced was the dramatic loss of developer mindshare. Between web browsers, iPhone/iPad, and then Android, there was no room left for Microsoft. Win32 was legacy, a solid legacy, but a legacy. The latest efforts for Windows Phone seemed to have stalled at best. While there was a rhythm of press releases about app momentum for Windows Phone, the app numbers were tiny relative to Apple and Google and the app quality was low. Phone units were small too, meaning attracting developers was becoming more difficult not less. Every leadership team meeting provided another opportunity to debate the merits of using financial incentives to lure developers to the platform. And at each meeting I raised the reality of adverse selection that every competitor to Windows had learned over the past two decades. The Xbox team loved to talk about how much they spent on exclusives, but that was a walled garden world of intellectual property. In an open platform, once you’re spending money to win over developers, the least motivated developers show up with the wrong apps creating an awful cycle where paying developers attracts more of the less desirable developers building even more of the wrong apps. But not spending money seems guaranteed to lose if there’s no organic interest. This debate would become front and center with Windows 8 as we...

Duration:01:00:20

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103. The End of Windows Software

10/23/2022
A reasonable question to ask is “Why did Windows 8 need to create a new platform?” Not only did Microsoft have Win32, the tried-and-true real and compatible Windows platform, but the company had pioneered the .NET platform and with Windows Phone 7 extended that platform to phones with Silverlight. This post is my take on the history and how we ended up at this point. It takes us way back and shows how sometimes what emerges as a major strategic problem can trace its origins back much earlier than one might think. In the next section we will unveil the platform to developers at the //build conference. Back to 102. The Experience The Windows platform and associated app ecosystem were sick. Across product executives we had a very tough time coming to grips with the abysmal situation. We definitely could not agree on when the situation turned dire or why or if it had. That meant doing something about it was going to be challenging. Some were so desperate for good news that they grabbed on to any shred of optimism. At one of the infamous Mid-Year Review (MYR) meetings during the development of Windows 7, a country general manager proudly presented their results of the annual developer survey designed to show what platform developers are coding for and the tools they use. The head of the developer segment for India said they were seeing Windows rise to the top of the chart for the most interesting and targeted platform. Windows! Immediately the room woke up from its MYR-induced stupor. Questions and comments were flying, “What outreach did you do?” “Did you start in University comp sci programs?” “How did you use financial incentives?” The optimism was misplaced. The realty was even more bleak than a benign survey outlier, a common occurrence when compensation and corporate metrics were attached to surveys. There was no surge in Windows development. Nope, it was the opposite. India had become a favorite location for companies to outsource their legacy Windows software development. We weren’t measuring an uptick. We were literally measuring the final blow to the Windows development ecosystem as companies everywhere looked to place development out of sight and out of mind. I hate to say so, but it was obvious that’s what the data showed. Microsoft itself had incented teams to transition projects to India, and not often the most strategic ones as I had learned when we had to reconstitute the Windows sustaining engineering team. Through the 1990s and the rise of Windows, BillG hosted an annual dinner for the largest and most important Windows ISVs, the CEOs and founders of leading tech companies of the era. The dinner was always a star-studded affair featuring the legends of the industry including Philippe Kahn, Jim Manzi, Ray Ozzie, Paul and George Grayson, David Fulton, Fred Gibbons, Scott Cook and perhaps 50 more. These were the leaders of the new industry each presiding over companies with hundreds of millions or billions of dollars of revenue. The companies built the tools from my earliest PC days: Borland Turbo Pascal, Lotus 1-2-3, Lotus Notes, Micrografix, FoxPro, Harvard Graphics, Quicken, and more. As Windows won, ironically the health of these companies declined. There was a natural consolidation. Many were acquired, and their products slowly faded. Microsoft had its competitive products and the rise of Office, Visual C++, Outlook, and others certainly contributed. Microsoft’s singular bet on Windows and early success on Macintosh were factors as well. It was, however, the internet and the web browser that really changed everything. The above ISVs started their companies in the 1980s on MS-DOS or in the early 1990s on Windows. Anyone starting a company, particularly in Silicon Valley, in the late 1990s started as a web company. Many startups created enterprise software, though we tend to remember the rise of Yahoo, Google, and later Facebook. A look at the top software companies in 2010 read like a list of industrial...

Duration:00:37:06

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102. The Experience

10/16/2022
A challenge that comes with writing down experiences occurs when writing about events that readers lived through, have strong opinions about, and feel they know the full story. My purpose here is to share what we were thinking and doing at the time, how a broad set of people reacted, and then to offer my views of the reasons leading to the results. That is a way of saying this section is going to start with what we set out to do, not where we ended. Back to 101. Reimagining Windows from the Chipset to the Experience: The Chipset [Ch. XV] We set out to reimagine Windows, but it is interesting to ask what exactly the product is to most people. This helps us to understand the thoughts behind making a major change. We saw this in the changes to Office—we recognized the value of Office was not as many might have thought, the file formats or the old File|Edit|View|Tools|Window|Help menu structure, but rather the inherent capabilities and implementation of those capabilities. In that spirit, we looked at Windows and saw much more than the specifics of the Start menu or any particular expression of a user interface. Windows at its core proved to be a remarkably resilient operating system and our goal was to tap that resiliency to bring it new capabilities for a new world of customers. Fundamentally an operating system can be thought of as the software that allocates hardware resources, manages connectivity and devices, and defines the human to device interaction model. Beyond these technology distinctions Windows is also a culture of openness to developers and an ecosystem of partners that itself has proven resilient over time. Windows is no more one of those than a single feature or attribute above others. As both a participant in and later a contributor to the evolution of Windows, I find the transitions that the Windows product has gone through to be a case study in the “soft” part of software and in the flexibility of the product team to engineer transitions from one evolutionary stage to another. Consider just some of the transitions the Windows OS kernel or core operating system have undergone: * GUI transition. Windows itself was the product of a transition that many doubted could be made. Could an entire OS be built upon the "shaky" underpinnings of MS-DOS in the face of Macintosh? A remarkable amount of work went into the technology across the ecosystem, such support for 32-bit microprocessors, that made Windows 3.0 such a watershed product. Yet underlying that, customers could still bring forward investments in all those applications and peripherals from MS-DOS. * 32-bit transition. The transition to 32-bits was one that required a vast amount of change and brought with it the introduction of "plug and play" and the ability to run more sophisticated graphical applications and games of unrivaled qualities. The introduction of Windows 95 was a watershed moment for the whole industry. While in hindsight it looks as though it was a sure thing, many at the time proclaimed it would be technically impossible. * Internet transition. Immediately after the release of Windows 95, the conventional wisdom quickly became that Windows would be replaced by a browser. Yet few would have argued with the fact that the presence of Windows—the support for networking, the introduction of graphical web browsers on Windows, as well as the openness of the platform all contributed to the transformation of the world of information technology. In 2010 we were just starting to see how the powerful graphics of Windows could bring standards based HTML5 to life in unprecedented ways. As we will see in the next section, the programming model and API of Windows was indeed still struggling. * Server Scale. As we continued to evolve the client (workstation) OS we were using this same OS foundation to power the datacenter. With Windows Server we scaled the OS to support hundreds of computing cores and terabytes of storage. And along the way we created...

Duration:00:57:30

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101. Reimagining Windows from the Chipset to the Experience: The Chipset [Ch. XV]

10/9/2022
Welcome to Chapter XV! This is the final chapter of Hardcore Software. In this chapter, we are going to build and release Windows 8—reimagining Windows from the chipset to the experience. First up, the chipset. Then there will be sections on the platform and the experience. Following that, we’ll release Windows to developers and then the public. Then a surprise release of…Surface. There is a ton to cover. Many readers have lived through this. I’m definitely including a lot of detail but chose not to break things up into small posts. There are subsection breaks though. This first section covers the chipset work—moving Windows to the ARM SoC. Before diving right in, I will quickly describe the team structure and calendar of events that we will follow, both of which provide the structure to this final chapter while illustrating the scope of the effort. Back to 100. A Daring and Bold Vision This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit hardcoresoftware.learningbyshipping.com

Duration:01:08:21

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100. A Daring and Bold Vision

10/2/2022
Hardcore Software has shared the vision planning process for five releases of Office and Windows 7. Though not detailed we followed the same process for two waves of Windows Live Services as well as Internet Explorer 8 and 9. Windows 8 went through this same process, though by now as a team we had become pretty good at it. This section details the resulting Windows 8 plan, The Vision for Windows 8. As part of that, I wanted to take a bit of a journey into the alignment between Windows Phone and Windows 8 and the challenges we saw there. In doing so, I will describe things from the Windows perspective and not delve into the specifics of running the Windows Phone project, which wasn’t my responsibility. Rather, I wanted to cover the challenges of two large projects within the context of Microsoft each trying to figure out what they needed to do. Since 2010-2011 when this took place, it is the strength of Apple’s approach of starting from a reinvented desktop operating system for the iPhone and building out from there that makes the events of this time strategically interesting. As I frame events, the key questions to ask would be “Should Microsoft have waited?” and “Would it have been ok to not be in market with any phone after Windows Mobile 6.5 until 2012 or even 2013?” At least that’s how I reflect on these times. The answers are not complete as the next chapter will also cover some important aspects of this in more detail, particularly the hardware and platform elements. This section could really be a chapter and isn’t for the faint of heart. Dig in and have fun because it covers a lot of ground that took place in a relatively short time. Back to 099. The Magical iPad We never lacked clarity in what we intended to do—reinvent Windows for a new era. That meant a new experience, a new platform for developers, a new connection to services, and, yes, new hardware. Books about reinvention (or disruption) don’t tell you that you can’t just announce such intentions to the world. It turns there is the intention to reinvent and then a plan to build it, though when you decide to share a strategy is an entirely different matter. I was old enough to have personally lived through the creation of the term Osborne effect as it pertains to pre-announcing products. In high school I programmed my father’s Osborne he bought to keep the books for the family business. We’d been using the Osborne daily since it launched and thought about buying an upgrade for the business. Then Osborne founder and CEO, Adam Osborne, pre-announced the Executive, a fancier model with more memory and a bigger screen. The only problem was it was far from being done. The prototype product was shown in 1983. Customers held off buying the original Osborne long enough that the company went bankrupt before delivering the new computer. Apple faced a similar dilemma when it first transitioned from Motorola chips to PowerPC chips. The transition was announced in 1994. While it is difficult to tease out the impact of Windows 95 from the chip transition, Apple’s share of the Mac/PC market would steadily shrink for another decade, and decline significantly in absolute unit sales, until the next chip transition to Intel. Microsoft had long been relatively immune from pre-announcing products because the overall growth of the PC market combined with the breadth of the product line dampened any pullback in a single product. The PC needed an OS even if the next one was delayed. As we saw with Longhorn/Vista, businesses still continued to buy PCs in droves. That’s why many Microsoft products seemed to be talked about long before they were released. There was an added benefit to this early sharing, or as we called it openness, which was used to generate platform momentum. With nothing to lose, Windows itself benefitted from a solid 5 years of momentum building in the early days before Windows 3.0. Back then it was all just an industry norm. In our world, the Windows business...

Duration:00:58:12

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099. The Magical iPad

9/25/2022
The launch of an innovative new product is always exciting. The launch of an innovate new product from a competitor is even more exciting. But what is it like when your main competitor launches an innovative new product at a moment of your own fundamental strategic weakness? That’s what it was like when the iPad launched on January 27, 2010. On the heels of the successful Windows 7 launch during a time when Microsoft was behind on mobile and all things internet and in the midst of planning Windows 8, Apple launched the iPad. Many would view the iPad (and slates and tablets) as “consumption devices.” Steve Jobs and the glowing press that followed the launch viewed the iPad as a fundamental improvement in computing. Whatever your view, it was a huge deal. This post is free for all email subscribers. Please consider signing up so you don’t miss the remaining posts on Windows 8 and for access to all the back issues. Back to 098. A Sea of Worry at the Consumer Electronics Show For months, BillG and a small group of Microsoft executives believed Apple was going to release a tablet computer. It had been rumored for more than a decade. Originally, tablet shaped computers traced their roots to legendary Alan Kay’s 1960’s Dynabook, plus there was that one on Star Trek. There’s a long-held belief among Trekkers that all Star Trek tech will eventually be realized. By 2010, Microsoft had a decade plus of Tablet PC experience, mixed as it was. With Windows 7 we brought all the tablet features into the main product instead of a special SKU, so every version of Windows could run effectively on any PC with tablet hardware, such as a pen and touch screen. What was different about the Apple rumors in 2010? What made us more nervous? Why, this time, did we believe these rumors about a company for which predictions had always been wrong? No one had predicted the iPhone with any specificity. Microsoft and partners had invested a huge amount of time, energy, and innovation capital in the Tablet PC, but it was not breaking through the way many hoped, such as how we visualized it in the Office Center for Information Work. The devices for sale were expensive, heavy, underpowered, had relatively poor battery life, and inconsistent quality. Beyond the built-in applications, OneNote from Office, and a few industry-specific applications pushed through by Microsoft’s evangelism efforts, there was little software that leveraged the pen and tablet. Many, myself included, were decreasingly enthused. BillG, however, was tireless in his advocacy of the device—and the fact that Apple might make one, and whatever magic Steve Jobs could bestow upon it, only served to juice the competition between companies and founder/CEOs. BillG remained hardcore and optimistic about the pen for productivity and a keyboard-less device for on-screen reading and annotation. To BillG a PC running Windows that was shaped like a slate or tablet seemed inevitable. For many of the boomer computer science era, the fascination of handwriting and computing on a slate had been a part of the narrative from the start. Over the past 30 years, few of the technical problems had been solved, particularly handwriting but also battery life and weight. Then came the iPhone and multitouch. That Apple would build such a PC was more credible than ever because of their phone, though by Microsoft measures the iPhone still lacked a stylus for pen input, something Steve Jobs openly mocked on several occasions. The possibility made us nervous and anxious, especially knowing Windows 8 was underway. Collectively, and without hesitation, many believed Apple would turn the Mac into a tablet. Apple would add pen and touch support to the Mac software, creating a business computer with all the capabilities of Office and other third-party software, and the power of tablet computing. The thinking was that a convertible device made a ton of sense since that allowed for productivity and consumption in one...

Duration:00:31:56

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098. A Sea of Worry at the Consumer Electronics Show

9/18/2022
The planning for Windows 8 was moving right along. But something wasn’t right as we wrapped up Windows 7 activities at CES 2010. It was looking more and more like the plans and the way the ecosystem might rally around them would yield a watered-down result—it would be Windows and a bunch of features, or perhaps irreconcilable bloat. The way the ecosystem responded to touch support in Windows 7 concerned me. How do we avoid the risk of a plan that did too much yet not enough? Oh, and Apple scheduled a “Special Event” for January 27, 2010, just weeks after a concerning CES. Back to 097. A Plan for a Changing World [Ch. XIV] In early January 2010, I was walking around the show floor at CES the evening before opening day as I had routinely done over the years. CES 2010 was a mad rush to build a giant city of 2,500 booths only to be torn down in 4 days. This walk-through gave me a good feel for the booths and placement of demonstrations. It was just two months after the launch of Windows 7. Walking around I made a list of the key OEM booths to scope out first thing in the morning. It wasn’t scientific but visiting a booth had always been an interesting barometer and sanity check for me compared to in-person executive briefings. Later in the week I would systematically walk most of the show and write a detailed report. The next morning, along with the giant crowds, I made my way through a few dozen booths with the latest Designed for Windows 7 PCs mixed in among the onslaught of 3D-television controlled by waving your hands which garnered much of the show’s buzz. The introduction of touch screens was a major push for Windows 7 and there was genuine excitement among the OEMs to offer touch as an option, though few, okay none, thought it would be a broadly accepted choice. Touch added significantly to the price. With two relatively small suppliers for the hardware, OEMs were not anxious to make a bet across their product line. TReller, the new CMO and CFO for Windows, made a good decision to provide strategic capital to one component maker to ensure Dell would make such a bet. There were touch models from most every PC maker, but they were expensive—most were more than $2,500 when the typical laptop was sub-$1,000. For the OEMs this was by design. If a buyer wanted touch there was an opportunity to sell a high-end, high-margin, low-volume device. OEMs had been telling us for months that this was going to be the case, but it was still disappointing. Taking advantage of Windows 7, and wholeheartedly, were a sea of Windows 7 “slates” all based on the same design from the combination of Intel and Pegatron, an ODM. These slates were essentially netbooks without keyboards. They fit the new Intel definition previously described—MID or mobile internet device. They were theoretically built as consumption-oriented companions to a PC. They were shown reading online books, listening to music, and watching movies, though not particularly high resolution or streaming given the meager hardware capabilities. All of them were relatively small and low-resolution screens. To further emphasize the Intel perspective, they also launched AppUp for Windows XP and Windows 7, a developer program and early content store designed to support rights management and in-app purchase as one might use for books and games. The buzziest slate was from Lenovo, not a product announcement, but a prototype model kept behind glass at the private Lenovo booth located in a Venetian Hotel restaurant. The “hybrid slate” Lenovo U1 was a 11” notebook that could also be separated from the keyboard and used as both a laptop and a slate. As a laptop, the Windows 7 PC used a low-power Intel chipset, a notch slightly above a netbook. Detached as a slate, the device ran a custom operating system they named Lenovo Skylight based on Linux running on a Qualcomm Snapdragon chipset. The combination weighed almost 4lbs. The Linux tablet separated from the Windows-based keyboard PC...

Duration:00:32:10

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097. A Plan for a Changing World [Ch. XIV]

9/11/2022
Welcome to Chapter XIV. This is the first of two chapters and about a dozen remaining posts that cover the context, development, and release of Windows 8. Many reading this will bring their own vivid recollections and perspectives to this “memorable” product cycle. As with the previous 13 chapters and 96 posts about 9 major multi-year projects, my goal remains to share the story as I experienced it. I suspect with this product there will be even more debate in comments and on twitter about the experiences with Windows 8. I look forward to that. This chapter is the work and context leading up to the plan. Even the planning process was exciting. Back to 096. Ultraseven (Launching Windows 7) In the summer of 2012, I was sitting across from BillG at the tiny table in the anteroom of his private office on the water in Kirkland. The sun was beaming into my eyes. In front of me was one of the first boxes of Microsoft Surface RT, the first end-to-end personal computer, general-purpose operating system, and set of applications and services designed, engineered, and built by Microsoft. In that box sat the culmination of work that had begun in 2009—three years of sweat and angst. After opening it and demonstrating, I looked at him and said with the deepest sincerity that this was the greatest effort and most amazing accomplishment Microsoft had ever pulled off. Later that same week, I had a chance to visit with Microsoft’s co-founder, Paul Allen (PaulA), at his offices at the Vulcan Technology headquarters across from what was then Safeco field. I showed him Surface RT. I previously showed him Windows 8 running on desktop using an external touch monitor. At that 2011 meeting he gave me a copy of his book Idea Man: A Memoir by the Cofounder of Microsoft and signed it. Paul was always the more hardware savvy co-founder, having championed the first mouse and Z80 softcard, and had been pushing me the whole release of Windows 8 on how difficult it would be to get performance using an ARM chipset and on the challenges of hitting a low-cost price point. Years earlier, Vulcan built a remarkably fun PC called FlipStart, which was a full PC the size of a paperback novel. Surface RT with its estimated price of $499, $599 with a keyboard cover, and a fast and fluid experience, resulted in the meeting ending on a high note. I cherished those meetings with Paul. I also shared with Paul, proudly, my view of just how much we should all value the amazing work of the team. What I showed them both was the biggest of all bets. While not “stick a fork in it” done, by mid-2012 Microsoft seemed to have missed the mobile revolution that it was among the first to enter 15 years ago. In many ways Surface RT set out to make a new kind of bet for Microsoft—a fresh look at the assumptions that by all accounts were directly responsible for the success of the company. Rethinking each of those pillars—compatibility, partnerships, first-party hardware, client-computing, Windows user-interface, and even Intel—would make this bet far bigger and more uncomfortable than even betting the company on the graphical interface in the early 1980s. Why? Because now Microsoft had everything to lose, even though it also had much to gain. With Windows 7, we knew we had a traditional release of Windows that could easily thrive through the full 10-year support lifecycle as we had seen with Windows XP. Windows 7 would offer a way to sustain the platform as it continued to decline in relevance to developers and consumers, while extracting value from business customers with little incentive to change. Microsoft needed a new platform and a new business model for PC makers, developers, and consumers. The only rub? Any solution we might propose wasn’t something we could A/B test or release pieces at a time experimentally. Windows was the standard and wildly successful. It wasn’t something to experiment on. While the company was 100 percent (or more) focused on Windows 7, we had...

Duration:00:33:22

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096. Ultraseven (Launching Windows 7)

8/28/2022
In the era of “boxed” software release to manufacturing was a super special moment. The software is done, and the bits permanently pressed onto a DVD disc. That disc, the golden master, is then shipped off physically to duplicators around the world and then combined with another artifact of the era, a box or in the case of Windows 7 a plastic anti-theft DVD contraption. While Windows 95, the excitement of computing and the newness of internet set a high-water mark for launch events, the completion and launch of Windows 7 was a major worldwide business event. The industry was looking for optimism as we emerged from the Global Financial Crisis and the ensuing slump in PC sales. Windows 7 was just the ticket and the launch would prove to be part of a massive uptick in PC sales or as some hoped a return to ongoing up and to the right curves. But could that really be the case? Back to 095. Welcome to Windows 7, Everyone The months after the PDC were extremely intense. We had set out to promise and deliver, but the success of the PDC had managed to inflate expectations. These were not false expectations—the use of the product was widespread and broadly satisfactory. That success is what raised expectations. PC makers, Wall Street, OEMs, and enterprise customers knew the product to deliver and were not just impatient. We made a significant number of changes from M3 to beta. With our improved engineering system changes were made in a controlled though collaborative manner. Each change was discussed by many people and then the code change reviewed—no holes punched in the wall. With each passing day it was more difficult to make changes while we aimed for stability of the beta. The most important thing about shipping a beta is not that it is perfect but that it ships in a known state. If something isn’t right that’s okay, as long as it’s known. In the case of Windows 7, we knew work and bugs remained but were highly confident that millions of people would try out the beta and have a great experience. That methodical crawl to beta went on for weeks, each day making fewer changes and calmly making it to sign-off. Then it was time to ship the beta. On January 8, 2009, at the Consumer Electronics Show in Las Vegas, SteveB announced the availability of Windows 7 Beta. The venue and the announcement from the CEO made this a significant worldwide event. It was covered on CNN, BBC, and more. That was exciting and even felt a bit like old times for a moment. I watched from back in the green room because we were getting ready to turn on the web site for download and had no idea what to expect. While the internet was old news, downloading a gigabyte DVD image was hardly routine, especially from home and not something the internet was yet equipped to handle reliably. To have some sense of control, we set a limit of 2.5 million downloads. Back then, before everyone had gigabit internet at home, a massive gigabyte download was something that would stress out the internet. As the keynote was going on we watched downloads begin. They quickly reached our limit while the keynote continued. A few calls to Redmond and we removed the throttle and began to rewrite our press releases with ever-increasing numbers. We extended the beta downloads through the end of January and had many more millions of installs than downloads as the download made it to all sorts of alternate and backup sites. We also learned a lesson in distributed computing that day. For the beta we issued unique product registration keys which became the scarce resource. We soon removed the limits on activating those keys as well. While the download site was structured to choose 32- or 64-bit along with locale to then generate a key, many figured out the URL that went directly to the 2.5GB download and passed that along. We just didn’t want to be overwhelmed with Watson and SQM data so capped the release at 2.5 million. That was silly but at least we received an indication of the...

Duration:00:33:22

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095. Welcome to Windows 7, Everyone

8/21/2022
While it is incredibly fun to do a first demo of a big product as described in the previous section, there is something that tops that and even tops the actual release to manufacturing. That is providing the release, actual running code, to a product’s biggest fans. It was time to welcome everyone to Windows 7 and put the code that the team had been working on since the summer of 2007 out for the world (of techies) to experience. Back to 094. First Public Windows 7 Demo Seattle summers are notoriously difficult on product development. After a long spell of clouds and rains, the beauty and long days of Pacific Northwest summers arrive, neither are particularly conducive to coding. Summer wasn’t why I ended up here, but it certainly had an impact on me. On my first visit in 1989 during a dismal February, I saw the outdoor Marymoor Velodrome down the street from Microsoft and thought, this is going to be great. On TV it didn’t look as difficult to ride as I eventually learned it was. I sort of rode it exactly one time and that was the day my bicycle arrived from Massachusetts. But alas, product development demands don’t end even with 15 hours of daylight. It was going to get busy for the Windows 7 team. Our planned schedule called for the third development milestone to be complete by the end of summer 2008. We were making progress, but the schedule was slipping. The code was getting better every week, but the overall game of schedule chicken that often plagued a large project was an historical concern. This was our first time as a new team going through this part of a product cycle. While we had a good deal of positive progress building a team culture, Windows was notorious for groups betting against each other’s schedules and being less than forthright with their own. When HeikkiK was running the Office 95 ship room, he declared that everyone should be working to finish first, not simply to finish second to last. We needed to get to the end of the milestone as a team working together without looking for one group to blame, since it is never one group. JonDe and I had this same concern. Everyone spent the summer installing daily builds on every PC we could. At one point, I must have had eight different PCs between home and office and was installing on all of them nearly every day. Every night I was installing a new build at home while doing email and other routine tasks. Even though my home “service level agreement” called for no beta software, an exception was made for Windows 7. I was working at two performance extremes. I went to Fry’s Electronics and built my own “gamer” PC from the best components. I spent big bucks on a newfangled solid-state desktop drive (not common at the time), a crazy graphics card, fast memory, and the most ridiculous Intel chip available. I installed Windows 7. I was blown away by the speed (as well as the noise and wind emanating from the mini-tower). Starting Word or Excel seemed instantaneous. Boot took low single-digit seconds. It reminded me of the first time I used a hard drive on my father’s Osborne computer and how much faster it was compared to floppy disks. I used this PC when I sat at my desk at work, which wasn’t often as I was always walking around the halls. At the other end of the spectrum were Netbooks. To the degree I could, I had taken a fancy to the Lenovo Netbook, the IdeaPad S10, and carried it with me everywhere especially at my favorite breakfast place (Planet Java) or lunch place (Kidd Valley) where I did a lot of Windows 7 blogging. Every Netbook was close to identical on the inside, but the Lenovo had a good screen and a rugged exterior. I modified mine, replacing the spinning hard drive with a then non-economic solid-state drive to better emulate future laptops like the MacBook Air. It was my primary PC for writing blogs posts, email, spreadsheets, and browsing, and the like, which was most of what I was doing. When we finally got to the Professional Developers...

Duration:00:26:47

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094. First Public Windows 7 Demo

8/14/2022
In an era of huge software projects with a zillion new features in every release, there’s little more exciting than the first public demos. Such demos are also incredibly stressful to pull off. In addition to all the work to just get the code to demo-ready condition, there’s a lead-up to public disclosure, briefing reporters, and aligning partners. The first demo of Windows 7 was all those things and more, because we’d (or just I) had been so quiet for so long. This is the story of unveiling at least one small part of Windows 7 along with my own personal screw up along the way. Back to 093: Netbook Mania The second of three development milestones for Windows 7 was originally scheduled to end on March 26, 2008 which was eight months after the project start, Vision Day. We ended up finishing on May 9, which was a slip of 44 days. For any massive software project, this was fantastic. For Windows, it was doubly so. It was even better than that. The new organization was starting to take hold. The product was emerging. The team was executing. We were building what we committed to build, and it was working. The “daily builds” were happening and by and large the team was running Windows 7 every day. After two years in this role leading Windows, I finally felt like it would be OK to emerge and talk about what comes next. It is difficult to put into words the constant gnawing, sick-to-my-stomach feeling up until now wondering if we would deliver. We had definitely promised but for nearly 20 years I had seen leaders across the company say “the team is feeling good” or “we’re making good progress” or “the milestone is complete” only to see the project unravel or simply recognize it was never actually raveled. For months I had been under immense pressure from OEM partners, our OEM account managers, enterprise account managers, investor relations, Intel, retailers, not to mention SteveB, and many more to just articulate a ship date or some plan. Hardly a week went by without receiving a forwarded email detailing the costs of not disclosing what we were up to. Yet I was perhaps irrationally concerned that I would put something out there only to have to recant or adjust what was said. Many told me I was being overly cautious. Many said that it is better to open up communication and worry about having to correct it later. I just couldn’t shake the concerns. I felt Microsoft had one chance to make up for the issues with Vista. Many perceived the Windows team was trying to become more like Apple and close off all discussion of a product until the moment it was announced. This was not the case at all. Windows is a different product, as described previously, and to bring it to market requires a huge ecosystem of support and that invests time and money. There’s no way to surprise the market with Windows because an entire industry needs to know about it, prepare, and execute to bring new PCs, peripherals, and applications to market. For months, Roanne Sones (RSones) and Bernardo Caldas (BCaldas) on the Ecosystem team had been in deep technical discussions with partners about what would come next but had not yet committed to a timeframe. Any hints of a specific schedule (or business terms such as SKUs or pricing) would immediately make it back to the business side of the house and then to SteveB’s inbox. Even topics such as if there would be a 32-bit release (versus moving the ecosystem to 64-bit only) would have had broad implications for PC makers (and Intel). We had to walk a fine line between being excellent partners and creating an external news cycle that impacted partners as much as us. We knew that release dates were the most likely to be leaked, and the most damaging. Finishing a product with a giant, hovering countdown clock had dogged many past Windows releases. Yet, the partners needed time to prepare, and we were closer to finishing than starting. Windows 7 would soon be fully disclosed with the OEMs. When asked in any forum,...

Duration:00:25:44

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093. Netbook Mania

8/7/2022
The Windows team was plugging away on Windows 7. The outside world was still mired in the Vista doldrums. Then in the summer of 2007 there was a wakeup call in the announcement and shipment of a new type of computer from upstart Asus, called a Netbook, a tiny laptop running Linux and a new chip from Intel. Would that combination prove to be a competitive threat or a huge opportunity for a PC world fresh off the launch of the iPhone? Back to 092. Platform Disruption…While Building Windows 7 When a project like Longhorn drags on, the business is going to miss important trends. The biggest trend in computing in 2005-06 was expanding the PC to the rest of the world, something Microsoft and others called “the next billion” as the existing computing model reached approximately one billion of the world’s 6.5 billion people. To outfit the next billion, many believed a new type of computer was needed. They were right. Many places where we would have liked to bring computers to the next billion lacked reliable electricity, air conditioning or heating, constant high-speed internet connectivity, and often had dusty environments as in Africa and much of Asia where I happened to have some of experience. At the MIT Media Lab, Nicholas Negroponte, the lab’s founder, spearheaded a project called One Laptop Per Child, OLPC, that launched at the Davos forum in 2005. The rest of the world would come to know this as the “$100 laptop” at a time when most laptops cost about $1000 or more. The price of $100 seemed absurd given that was less than an Intel processor and only marginally more than Windows, and that was before the rest of the hardware. Therefore, the initial designs of the OLPC would ship without commercial software from Microsoft or hardware from Intel. Instead, partners from anyone but Wintel lined up to help figure out how to build the OLPC. Almost immediately, Microsoft and Intel were blocked out of the next billion. The resulting device, a product of some extremely fancy, perhaps fanciful, industrial design was a key part of drawing attention to what became known as the OLPC XO-1. The device featured several technical features that were aimed at solving computing needs for children in remote areas while also addressing the goal of ultra-low cost. The software was open source with a great deal of influence from historic MIT projects aimed at learning computing and programming. The effort even created a non-profit where people could go to a web site and donate the price of a device to have one distributed. The OLPC XO-1 was so cool looking that many people wanted one for their own use, right here in the US. The rollout and communications were exactly what you’d expect from the Media Lab—exciting and broadly picked up. Microsoft through the Microsoft Research team and Craig Mundie (CraigMu) leading advanced technology spent a great deal of effort attempting to insert Windows into this effort. The company made progress but at the expense of causing some well-known members of the OLPC project to resign once it became clear that proprietary software was involved. Microsoft for its part would embark on the creation of a version of Windows that was ultra-low cost and stripped of many features as well, called Windows Starter Edition. If there’s a theme in this work, both from Microsoft and MIT, it is that the core idea was that to bring computing to the next billion, products would need to cost less out of necessity and therefore they would need to do less and be less powerful. Often in the process of doing this the products would also go through transformation to make them easier to use, because apparently that is something required too. This is a fundamental mistake made time and again when addressing what the financial and economic world call emerging markets. Individuals in emerging markets do not want cheap, under-powered, or worse products. They certainly do not need products that are dumbed down. In technology, there is really...

Duration:00:26:23

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092. Platform Disruption…While Building Windows 7 [Ch. XIII]

7/31/2022
Welcome to Chapter XIII! In this chapter we build Windows 7 and bring it to market. We start with all the forces that were shaping up to “disrupt” Microsoft (in the now classic sense) including the launch of the iPhone, cloud computing, consumer internet services, and even the perception of bloat (in Windows this time.) Each of these on their own would be significant, but they were happening all at once, while we were rehabilitating the team, hoping to ship on time for once. To add to the chaos of the moment, these forces appeared during the largest runup of PC sales, breaking 300 million units, followed by the biggest risk to PC sales growth driven by the Global Financial Crisis. A lot was going on competitively, setting the context in which Windows 7 would be built and launched. I thought about competition a great deal, so there is a great deal in this section. Back to 091. Cleaning Up Longhorn and Vista The days of competing head-to-head with our own past releases or with vaguely similar products were over. Windows faced outright substitutes, and they seemed to be working. The Windows 7 team was progressing through engineering milestones M1, M2, and M3 with the energy and momentum increasing along the way, all while computing underwent radical changes at the hardware, platform, and user-experience layers. Everything appeared to be changing at once, just as we were getting our mojo back. Microsoft’s products and strategy were being disrupted. We just hadn’t, or perhaps couldn’t, come to grips with the reality. These disruptive forces appeared over the course of developing Windows 7, each one taking a toll on Microsoft’s platform value proposition. Each contributing to a small but growing chorus of changing times that started with the iPhone. The iPhone was announced in January 2007, six months before Windows 7 Vision Day. The phone didn’t yet have an app store, an app SDK, didn’t run a full desktop browser, lacked push email for Exchange like a Blackberry, and even omitted basic copy and paste. Nobody at the time thought this phone was relevant in a competitive sense to personal computers. Heck, it even required a personal computer for some tasks. Nobody except Steve Jobs. We didn’t know the extent the competitive dynamic would shift a year later, creating a true and unforeseen competitive situation, an existential threat, for all of Microsoft. I attended the iPhone launch event (rushing to it as it was the same week as CES that year) and walked away with a lot to think about for sure. It was easily one of the most spectacular launch events in the history of computing in my lifetime (after Windows 95 and the 1984 Mac launch and its toaster-size computer with a bitmap display that talked). Steve Jobs said one thing that proved to be incredibly important, with long-term implications overlooked by many [emphasis added, my transcription]: We have been very lucky to have brought a few revolutionary user interfaces to the market in our time. First was the mouse. The second was the click wheel. And now, we’re going to bring multitouch to the market. And each of these revolutionary user interfaces has made possible a revolutionary product—the Mac, the iPod, and now the iPhone. A revolutionary user interface. We’re going to build on top of that with software. Now, software on mobile phones is like baby software. It’s not so powerful, and today we are going to show you a software breakthrough. Software that’s at least five years ahead of what is on any other phone. Now, how do we do this? Well, we start with a strong foundation. iPhone runs OS X. [applause] Now, why, why would we want to run such a sophisticated operating system on a mobile device? Well, because it’s got everything we need. It’s got multitasking. It’s got the best networking. It already knows how to power manage. We’ve been doing this on mobile computers for years. It’s got awesome security. And the right apps. It’s got everything from Cocoa and...

Duration:00:42:33

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091. Cleaning Up Longhorn and Vista

7/24/2022
Whenever you take on a new role you hope that you can just move forward and start work on what comes next without looking back. No job transition is really like that. In my case, even though I had spent six months “transitioning” while Windows Vista went from beta to release, and then even went to Brazil to launch Windows Vista, my brain was firmly in Windows 7. I wanted to spend little, really no, time on Windows Vista. That wasn’t entirely possible because parts of our team would be producing security and bug fixes at a high rate and continuing to work with OEMs on getting Vista to market. Then, as was inevitable, I was forced to confront the ghosts of Windows Vista and even Longhorn. In particular, there was a key aspect of Windows Vista that was heavily marketed but had no product plan and there was a tail of Longhorn technologies that needed to be brought to resolution. Back to 090. I’m a Mac Early in my tenure, I received an escalation (!) to “fund” Windows Ultimate Extras. I had never funded anything before via a request to fund so this itself was new, and as for the escalation. . . I had only a vague idea what Ultimate Extras were, even though I had recently returned from the Windows launch event in Brazil where I was tasked with emphasizing them as part of the rollout. The request was deemed urgent by marketing, so I met with the team, even though in my head Vista was in the rearview mirror and I had transitioned to making sure servicing the release was on track, not finishing the product. The Windows Vista Ultimate SKU was the highest priced version of Windows, aimed primarily at Windows enthusiasts and hobbyists because it had all the features of Vista, those for consumers, business, and enterprise. The idea of Ultimate Extras was to “deliver additional features for Vista via downloadable updates over time.” At launch, these were explained to customers as “cutting-edge features” and “innovative services.” The tech enthusiasts who opted for Ultimate, for a bunch of features that they probably wouldn’t need as individuals, would be rewarded with these extra features over time. The idea was like the Windows 95 Plus! product, but that was an add-on product available at retail with Windows 95. There was a problem, though, as I would learn. There was no product plan and no development team. The Extras didn’t exist. There was an Ultimate Extras PUM, but the efforts were to be funded by using cash or somehow finding or conjuring code. This team had gotten ahead of itself. No one seemed to be aware of this and the Extras PUM didn’t seem to think this was an issue. As the new person, this problem terrified me. We shipped and charged for the product. To my eyes the promise, or obligation if one prefers, seemed unbounded. These were in theory our favorite customers. The team presented what amounted to a brainstorm of what they could potentially do. There were ideas for games, utilities, and so on. None of them sounded bad, but none of them sounded particularly Ultimate, and worse: None existed. We had our first crisis. Even though this was a Vista problem, once the product released everything became my problem. The challenge with simply finding code from somewhere, such as a vendor, licensing from a third party, or something laying around Microsoft (like from Microsoft Research), was that the journey from that code to something shippable to the tens of millions of customers running on a million different PC configurations, in 100 languages around the world, and also accessible, safe, and secure, was months of work. The more content rich the product was, in graphics or words, the longer and more difficult the process would be. I don’t know how many times this lesson needed to be learned at Microsoft but suffice it to say small teams trying to make a big difference learned it almost constantly. And then there was the issue of doing it well. Not much of what was brainstormed at the earliest stages of this process was...

Duration:00:40:08

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090. I’m a Mac

7/17/2022
Advertising is much more difficult than just about everyone believes to be the case. In fact, one of the most challenging tasks for any executive at any company is to step back and not get involved in advertising. It is so easy to have opinions on ads and really randomize the process. It is easy to see why. Most of us buy stuff and therefore consume advertising. So it logically follows, we all have informed opinions, which is not really the case at all. Just like product people hate everyone having opinions on features, marketing people are loathe to deal with a cacophony of anecdotes from those on the sidelines. Nothing would test this more for all of Microsoft than Apple’s latest campaign that started in 2006. I’d already gone through enough of watching advertising people get conflicting and unreconcilable feedback to know not to stick my nose in the process. Back to 089. Rebooting the PC Ecosystem Hardcore Software by Steven Sinofsky is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. “I’m a Mac.” “And, I’m a PC.” The “Get a Mac” commercials, starting in 2006, changed the competitive narrative overnight and were a painful gut punch welcoming me to Windows. They were edgy, brutal in execution, and they skewered Windows with facts. They were well done. (Though it always bothered me that PC Guy had a vague similarity to the late and much-loved Paul Allen, Microsoft’s cofounder long focused on science and philanthropy.) Things that drove Windows fans crazy like “no viruses” on Mac were not technically true, but true in practice because, mostly, why bother writing viruses for Macs with their 6 percent share? That’s what we told ourselves. In short, these commercials were devastating. They probably bumped right up against a line, but they effectively tapped into much of the angst and many of the realities of PC ownership and management. Our COO and others were quite frustrated by them and believed the commercials not only to be untrue, but perhaps in violation of FTC rules. They were great advertising. Great advertising is something Apple seemed to routinely accomplish, while Microsoft found it to be an elusive skill. For its first twenty years, Microsoft resisted broad advertising. The company routinely placed print ads in trade publications and enthusiast magazines, with an occasional national newspaper buy for launches. These ads were about software features, power, and capabilities. Rarely, if ever, did Microsoft appeal to emotions of buyers. When Microsoft appeared in the national press, it was Bill Gates as the successful technology “whiz kid” along with commentary on the growing influence and scale of the company. With that growing influence in the early 1990s and a business need to move beyond BillG, a huge decision was made to go big in advertising. Microsoft retained Wieden+Kennedy, the Portland-based advertising agency responsible for the “Just Do It” campaign from Nike, among many era-defining successes. After much consternation about spending heavily on television advertising, Microsoft launched the “Where do you want to go today?” campaign in November 1994. Almost immediately we learned the challenges of advertising. The subsidiaries were not enamored with the tagline. The head of Microsoft Brazil famously pushed back on the tagline, saying the translation amounted to saying, “do you want to go to the beach today?” because the answer to the question “Where do you want to go?” in Brazil was always “the beach.” The feedback poured in before we even started. It was as much about the execution as the newness of television advertising. Everyone had an opinion. I remember vividly the many pitches and discussions about the ads. I can see the result of those meetings today as I rewatch the flagship commercial. Microsoft kept pushing “more product” and “show features” and the team from W+K would push back, describing emotions and themes. The...

Duration:00:34:58

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089. Rebooting the PC Ecosystem

7/10/2022
The word ecosystem is often used when describing Windows and the universe of companies that come together to deliver Windows PCs and software. Providing a platform is a much trickier business than most might believe. Bringing together a large number of partners, along with their competitors, who might share one large goal but differ significantly in the tactics to use to achieve it is fraught with conflict. The Windows ecosystem had been dealt a series of painful blows over the years resulting in a loss of trust and collective capability. Where partnerships were required, the ecosystem had become a collection of…adversaries…or direct competitors…or conflicting distribution channels. Back to 088. Planning the Most Important Windows Ever In the summer of 2007 six-months after Windows Vista availability as we rolled out the Windows 7 product vision to the entire team, the press coverage for Vista began to get brutal. I say the coverage, but this is really about the customer reaction to the product and the press simply reflected that. Then the OEMs, large public companies with shareholders and quarterly earnings, started to do something almost unimaginable. They began to speak out about the problems with Vista. In a widely covered interview in the Financial Times discussing quarterly results, Acer president Gianfranco Lanci lashed out at Vista, saying the “whole industry is disappointed with Windows Vista" and stated that Vista had stability problems and he doubted that Microsoft would remedy the issues within the next six months. He went on to suggest that customers really wanted Windows XP knowing that in just a few months XP would be discontinued. Much of what he said in public, the OEMs had been telling us in private. I had been in my role for more than a year and still did not have much to say about what was coming next. How could I? We just didn’t know and all my experience with customers told me that claiming I didn’t know would not be acceptable or even credible. Still, pressure was mounting to show progress. The Windows (or PC) ecosystem is made up Intel, PC makers (the OEMs), and creators hardware components and peripherals known as Independent Hardware Vendors (IHVs). OEMs accounted for the vast majority of Microsoft’s extremely lucrative Windows business. IHVs were the key ingredients the OEMs counted on for innovation. Intel, provider of CPUs and an increasing portion of the main componentry, was the most central in the hardware ecosystem as half of the legendary Wintel partnership. Suffice it to say ecosystem was in an unhappy and untrusting state after years of product delays along with a series of feature, product, and pricing miscues. The delays had been extremely painful to OEMs and Intel, who counted on a new release of Windows to show off new PCs and drive growth in PC sales. IHVs had critical work to do enabling new PCs. They had to build software drivers that enabled new hardware that was compatible with the new features of Windows (such as 64-bit Windows or new security features). They also faced the increasing complexity of maintaining drivers for old versions of Windows as the time between releases increased and customers demanded new hardware support on both old and new platforms. The rise of Linux was spreading the Windows ecosystem further as demand for Linux support increased. Fractures were everywhere. Intel contributed an increasingly larger portion of the PC, much as Microsoft continued to add features to Windows. With Centrino® for example, Intel added WiFi support directly to the components they provided to PC makers. This greatly expanded and standardized the use of WiFi in laptops. Intel was in the process of broadening their support for graphics as well, continuing to improve the integrated graphics chips they provided to PC makers (this was a particularly sore spot with Vista.) Intel was able to better control pricing of their components, encourage specific PC designs, and shift PC...

Duration:00:40:36