IBM and Microsoft

As I was watching all of those Watson ads on TV this weekend during the Masters golf tournament, I thought to myself “well look at that, IBM has built the first big AI brand.”

And that is coming from a true dinosaur of the tech business.

Even more impressive in many ways, is what Satya Nadella has done at Microsoft. He slayed the Windows Everywhere albatross that was holding Microsoft back for most of the post Gates era and has made Microsoft relevant again in the world of tech. Windows is enjoying a resurgence, the Office app suite is finally and successfully moving to the cloud, and Microsoft’s cloud offerings are strong and getting stronger. The stock price tells the Nadella story as well as anything else. Here is how the stock has performed since Nadella took the helm of Microsoft in early 2014:

So what’s the point of this post? Well I think it’s worth pointing out that older tech companies can be relevant and competitive in the age of Google, Amazon, and Facebook. It just takes good leadership and the right strategy. As is the case with all companies.