Microsoft Innovation May Focus on the Cloud

Brandon Butler notes that new Microsoft CEO Satya Nadella was responsible for Microsoft's recent credible development as a cloud computing infrastructure company, and suggests that reliance on the cloud/Internet may be the basis for future Microsoft innovation.

My concern is that external threats, primarily "cyber security" concerns or a Cardington event, may disrupt this market and dim the luster of this approach. For similar reasons I predict rough times eventually for companies solely distributing media solely online, or solely offering education online, or solely offering banking online. An outage or disruption of the open Internet will be devastating to tech firms (and governments) relying on the Internet for the services they perform. We have been blessed with cheap access to information for the last decade or two. If the cost of transferring bits becomes expensive it will be extremely disruptive to our nation's business and entertainment practices.

-DD