Ballmer on every good day in Microsoft Search
The loudest CEO around is hosting an employee town hall right now, and he’s addressing a handful of areas where Microsoft can make progress. When talking about search he highlighted an interesting principle, “The market leader has no incentive to disrupt.” While Google will obviously continue to throw maximum resources at improving their search abilities and their model of giving away developed software is hard to answer, they truely don’t want to see the game change.
There’s also a difficult lesson to take from the operating system business that can be applied here: Windows being the strong leader has been a good thing, but Mac OS X has been able to grow significantly through being the underdog and changing the game. It’s not hard to imagine Microsoft being in the same position relative to Google, which gives us huge incentive and opportunity to grow.