Ben Thompson of Stratechery joins Rene to talk about Microsoft’s new CEO, Satya Nadella and the challenges he faces making money in mobile, why Motorola was so important to Lenovo, what it means for Samsung and Apple, and why good products aren't enough.
- Bill Gate's Steve Jobs moment
- Two bears, revisted
- Google's tasty lemonade
- Integration vs modularization in consumer markets
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