Microsoft’s View Of Recession
The IT giant Microsoft (MSFT) isn’t safe from the damage caused by worsening economic conditions, as was evident from their Q1 results last week.
The IT giant Microsoft (MSFT) isn’t safe from the damage caused by worsening economic conditions, as was evident from their Q1 results last week.
SM: Let’s talk about the specifics of FireEye. What is the marketplace like? AA: When I started FireEye I was looking for the boundary of change. I was really looking for a big problem, and getting infected by malware via the Internet is a global problem. I read a lot of literature about how malware [...]
SM: How do you, as an entrepreneur, follow your own advice? How do you pursue new opportunities? AA: I actually maintain a notebook of ideas. I develop multiple ideas in parallel in that notebook. FireEye is one of the ideas from that notebook.
Thanks for attending the roundtable this week. For those who missed it, here’s the recording. We need your feedback, so please feel free to comment here – did you like it, what could we do better, should we do more of these?
SM: What are the positives you can take from the first venture? AA: I am gratified now to see that our idea was not stupid. When the company was sold I sent a note to all of my investors thanking them for their support. I told them that whether we were the ones doing it [...]
The economic recession is hitting retail stocks worldwide. The recent announcement of Amazon’s (AMZN) results did not bring much cheer to the market either.
Zero-In this week poses a framework question about the incentive structure of its various constituencies. Take a look at Capitalism Revisited. Related reading: *In Defense of Capitalism *An S.O.S. To Silicon Valley *The VC-Entrepreneur Compensation Disbalance (great comments/discussion) *Will Capitalism Survive an Obama Administration: Q&A on LinkedIn
SM: A $100M education? Wow! You better have learned the lessons very well! AA: You can’t get that at Harvard or Stanford! The interesting thing was not necessarily about learning what to do, rather it was about learning what not to do.