If investment portfolios are a measure of software and hardware success it’s no wonder innovation has been at a standstill flooded with problems. Microsoft has a had a run of them among users. For example, forced updates of Win10 when users are in the middle of their work. The constant battering of users hasn’t been kind to Microsoft either. If Hoffman wants to make an impact he needs to be far more disruptive. Google’s Chromebook slammed dunked Apple in the education market. And little companies like Quip is turning heads in the Salesforce world as an all-in-one team package that likely will crush the collaborative software tools marketplace. Smartphones all by themselves are killing the lap and desktop markets and clearly canned much of the low cost camera markets. Even digital cameras are nixing off camera editing and email programs being able to edit in the camera and emailing from them. Like most investors they’re in it for the ride for power and influence, but rarely disruptive, useful or effective to the impulse influenced buying public.
The one area Bill Gates is engaged in for the long run that’s disruptive that Hoffman is missing is the satellite internet communications market. Gates along with Lux (venture cap) and a few others are making huge bets on the Kymeta venture that will affect anything that moves where everything else can run through. If Nadella plans to make it in the cloud he will have to engage in satcom to do it.