Michael DellvsSteve Ballmer
1 documented disagreement.
Protected incubation vs mothership-distribution leverage
The most common AI-era structural error: running an AI-native bet inside an existing SaaS P&L because the distribution exists.
- Steve Ballmer
- Azure worked because I let it not be part of Windows.
- Michael Dell
- Leverage the parent company's distribution engine aggressively from day one — it is the compounding advantage.