In the past 14 days, I have:

• Moved myself and many of my possessions from my home in Boston to my new (temporary corporate housing) home in Seattle
• Started a new position at Microsoft
• Seen and evaluated dozens of apartment units (at least 20) in several different Seattle neighborhoods
• Recorded three podcast episodes, and edited a fourth.
• Put down a deposit on a new apartment

Readers of this blog know that I’ve recently started a new job at Microsoft in Redmond, WA. I’ve only been there for a week, but I’ve already started to feel a sense of pride creeping into my psyche when I read about the company’s breakthroughs in tech news. Conversely, I feel involuntarily defensive when people bash it.

If you want to know why Microsoft’s share price has been flat for 11 years while Apple, Amazon, and Google shares have soared, this is why. Microsoft is not innovating aggressively. It is not leading categories or blazing trails. No, it’s acquiring aggressively as a shortcut to innovation. That isn’t working. Its own history suggests as much.

Let me begin by acknowledging that Microsoft is not a perfect company. It’s a massive organization with nearly 100,000 employees and on a fundamental level, large organizations just can’t move as quickly as lean and mean startups. Microsoft’s track record in the consumer market has not been perfect (see this interview with MS executive Robbie Bach for a fascinating take on this), but it’s frequently come out with products that demand and deserve our attention.

Goldfayn’s piece is pretty meandering; he brings up a bunch of random examples and doesn’t really tie them very well to his thesis. The primary focus of his article is Microsoft’s recent investment in Barnes & Noble. Why invest in an organization that is so far removed from Microsoft’s core competencies? Goldfayn cites several acquisition examples to back up his claim that this acquisition will turn out to be ill-fated: 1) Windows Phone/Nokia, 2) The Yahoo/Bing search deal, 3) Skype.

With regards to Windows Phone, although Nokia had a rough quarter recently, people love their Windows Phones! With Windows Phone, Microsoft accomplished what any sane observer would have deemed impossible: it took a flagging operating system off the market (Windows Mobile), righted the massive ship, then came back from nowhere with a user experience that some reviewers have described as being “in a class of its own.” Windows Phone may not have the market share of other OSes but we are just getting started over here.

With regards to Bing, Goldfayn writes that “Google’s search market share is a dominant 66%, with Microsoft’s Bing a very distant second at 15%. After spending billions building and marketing Bing, Microsoft is barely visible in Google’s rear-view mirror.” Again, Microsoft has shown that it’s in this thing for the long haul, and its recent innovations in social search show that it’s not content to merely be a follower. Will the market share come? I can’t say, but I know that we’re the only company that has made significant inroads against Google. Who else can say that? Who else even has the capability to be able to do that?

And as for the extremely recent acquisition of Skype, even Goldfayn acknowledges that “it’s too early to tell”! Give it a few months, will ya? Sheesh.

There’s a broader trend here that really troubles me among the tech pundits, and that’s the following implication that I sense from reading pieces such as Goldfayn’s: “You stink at this so just stop trying already.” I read Apple-centered blogs such as Daring Fireball pretty religiously, and the unadulterated joy that the authors get from seeing Apple completely lay waste to their competition is palpable. It’s fun to root for the winning team; no doubt about it.

What we forget is that a world where one company dominates an entire industry isn’t really great for anyone (Microsoft is no stranger to this concept). Do we really want ridiculously important industries like search, mobile, and publishing to be dominated by a single company (i.e. Google, Apple, and Amazon, respectively)? Do we really want people like Microsoft to lay down their arms and just give up? Because if so, we’re asking for a world with less choice. We’re asking for a world where consumers lose big time.

As for me? I for one am glad we’re fighting these fights.

I have been an employee of Microsoft for three days. For my first day on campus, all new hires went through New Employee Orientation (NEO), a glorious 9-hour session where experienced employees explained our benefits to us and got us up to speed on the technical ins-and-outs of working at the company. Since then, I’ve just been soaking up as much information as possible, trying to ramp up for the exciting projects I have in the weeks ahead (and which I hope to explain to you eventually, when the time is right).

In the meantime, I present a few stray observations I’ve made during my extremely short time here so far:

The People – Over 45,000 people work at Microsoft’s Redmond, WA campus, well above the number that populate many universities. The diversity of individuals is insane. There are FTEs (full-time employees) and contractors and vendors, recent college graduates and grandparents, people from every state in the U.S. and from dozens of countries all around the world. All types of viewpoints and personalities are well-represented, but there is one thing that everybody has in common: They are all extremely frickin’ smart. From what I heard about Microsoft back when I was at Harvard Business School, the interview/recruiting process is designed to winnow down the pool of candidates to only the best of the best. The intellect of the employees here is palpable, and there’s a really empowering sense that one gets from knowing that one is working with some of the most skilled people in the world.

The Benefits – My colleague at Microsoft described their benefits as “the Mercedes Benz of benefits.” I’m inclined to agree. In learning about our benefits, I feel very much like Alice in Wonderland; just when I think I’ve reached the bottom of the rabbit hole, I continue tumbling down. In a word, the benefits are astonishing. People’s lives can change due to the benefits they receive here. You can finally get surgeries done that you’d once deemed unfeasible. You can lose that weight you’ve been angling to get rid of. Most importantly, you can see IMAX movies for $3 a piece! When I learned that I’d be receiving an offer from Microsoft, I felt like I’d won the lottery. And while I don’t think that sentiment has changed, learning about the benefits here is like learning I just won the Power Play component of the lottery too.

The Cause – Nearly all the people I’ve met are not only more than competent, they’re also passionate about what they’re doing. They love this company. They love what the company is doing, and they love what it stands for. Ultimately, Microsoft is all about harnessing technology to make people’s lives easier. And while we all may struggle occasionally with an Excel spreadsheet or agonize over a Word doc, nobody reading this can deny that their lives have in some way been touched by the work that Microsoft has done over the past few decades (most likely for the better!).

People are doing things here that will change the world. They want to surprise and delight their customers. They want to take technology to its fullest potential.

I can’t wait to jump in.

I’ve only been in Seattle for about four days, but here are a few brief, unscientific observations I’ve made during my time here:

Rain – WTF, dude? It’s everywhere. It’s constant, and it’s cold. And people don’t use umbrellas? My local friend Megan told me that using an umbrella is a really good way for people to tell that you’re not from here. I say, if using an umbrella results in social ostracizing, then I am ready to become a pariah.

Speed – I haven’t been here that long, but already I’ve had a person tell me, “We do things a lot slower here on the West Coast.” I’ll leave it to your imagination what the context of this was. Suffice it to say, people here are a lot more chill. They drive at the speed limit. They are patient and good at waiting. They don’t flip out in the middle of department stores. Basically: the opposite of how people behave in Boston.

The Seattle Freeze – I haven’t experienced this directly yet, but many of my friends have made mention of it. To quote from Urban Dictionary:

It’s not that people here are unfriendly, they will hold the door for you and wave you into traffic and stuff like that, it’s that everything is maddeningly impersonal. The attitude is “have a nice day, somewhere else”. It’s easy to get along but making friends is almost impossible. People will say they want to hang out with you sometime and look at you like a freak when you actually suggest something. People enthusiastically say they are coming to a party then don’t show up. People are flaky and hard to pin down. Girls lead you on for weeks and snub you with no explanation. People are insincere. Norms of social interaction don’t apply here. Most people don’t like or dislike you, they’re totally indifferent. Every interaction will be maddeningly superficial. 

This sounds like the worst fate imaginable. I shall endeavor to counteract this as often as possible by forcing my way into people’s homes and having dinner with them against their will.

The Food, My God, The Food – I thought I had it good in Boston, but the food scene here is far better than I could have possibly comprehended. I’ve only eaten at a few restaurants so far and already I have been blown away by the selection and the quality. Dollar for dollar, you cannot beat this place. And I’ve only just begun my culinary journey.

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