备忘录

苹果和微软一如既往地提供对比研究举例来说,首席执行官史蒂夫乔布斯和史蒂夫鲍尔默最近发布了两份全公司备忘录乔布斯上周泄露,考虑到MobileMe的拙劣发布鲍尔默,从两周前开始,概述了微软明年的战略目标

通过研究他们的写作风格的差异,他们的领导风格的差异很明显乔布斯的备忘录简洁,谦逊,专注(这并不是说乔布斯很谦虚,只有备忘录才是。)鲍尔默很长,充满了咆哮,或多或少地描述了微软与整个软件行业的其他公司竞争。

让我们明确一点,微软正在鲍尔默的领导下赚大钱:收入158亿美元,刚刚结束的季度净利润43亿美元苹果在同一季度报告收入为74亿美元,净利润为10亿美元,谷歌报告收入为54亿美元,净利润为12亿美元 - 这意味着微软的收入增加了近两倍,而苹果和谷歌的净利润几乎是其两倍当然,全年的战略大纲将是一个比仅专注于MobileMe的更长,更少集中的备忘录。

因此,我用几十亿美元的盐来批评鲍尔默和他的风格但是,仍然。

那里鲍尔默和乔布斯之间有一些相似之处首先,他们都签署了他们的备忘录,简单地说,“史蒂夫”另一方面,他们都是非工程师领导的工程公司一般来说,工程师渴望得到事实并且厌恶废话我的感觉是,总的来说,苹果公司的工程师经常对乔布斯(相对)缺乏技术敏锐性感到沮丧,但就整体领导力和公司战略而言,他们相信他所说的话。

然而,鲍尔默拥有成功的汽车销售员的风范他充满了咆哮,他觉得自己是妄想或充满蠢事。

例鲍尔默在他的备忘录中谈到了苹果:

Apple: In the competition between PCs and Macs, we outsell Apple 30-to-1但毫无疑问,苹果正在蓬勃发展Why? Because they are good at providing an experience that is narrow but complete, while our commitment to choice often comes with some compromises to the end-to-end experienceToday, we’re changing the way we work with hardware vendors to ensure that we can provide complete experiences with absolutely no compromisesWe’ll do the same with phones — providing choice as we work to create great end-to-end experiences.

工程和设计都是权衡取舍随着Windows - 以及之前的DOS - 微软为了无处不在而进行权衡做到处都可以做到这一点Apple对Mac的权衡取决于整体体验的凝聚力和质量苹果最近在计算机市场上的份额增长对苹果来说是一个巨大的交易 - 但它们对微软来说是一个昙花一现微软仍在不断增长的利润表明Windows并不一定会因Mac获胜而失败鲍尔默认为,微软计划以某种方式拥有自己的蛋糕并吃掉它 - “绝对不妥协”是不可能的一切都涉及妥协。

与Google上的鲍尔默一样:

Google: We continue to compete with Google on two fronts — in the enterprise, where we lead; and in search, where we trailIn search, our technology has come a long way in a very short time and it’s an area where we’ll continue to invest to be a market leaderWhy? Because search is the key to unlocking the enormous market opportunities in advertising, and it is an area that is ripe for innovationIn the coming years, we’ll make progress against Google in search first by upping the ante in R&D through organic innovation and strategic acquisitionsSecond, we will out-innovate Google in key areas — we’re already seeing this in our maps and news searchThird, we are going to reinvent the search category through user experience and business model innovationWe’ll introduce new approaches that move beyond a white page with 10 blue links to provide customers with a customized view of their worldThis is a long-term battle for our company — and it’s one we’ll continue to fight with persistence and tenacity.

鲍尔默的声明中固有的虚张声势 - 事实上微软“将在关键领域超越谷歌”引发警钟这是一个目标,而不是事实而他对谷歌搜索的嘲弄是“一个包含10个蓝色链接的白页”,这表明他不知道为什么谷歌如此成功我敢打赌,如果有人在谷歌搜索中获益,那就是通过呈现更多重点突出的结果 - 减少杂乱,减少干扰,更加强调轻松扫描结果The old Microsoft could recognize good ideas and copy them; now Microsoft can’t even recognize genius.

战略底线是鲍尔默旗下的微软感到不得不参与竞争到处- 他们必须直接面对任何取得重大成功的公司,无论在多远的地方,成功来自微软已经赢得或表现良好的领域。

另一方面,乔布斯的备忘录是承认苹果曾试图做过多的事情:

It was a mistake to launch MobileMe at the same time as iPhone 3G, iPhone 2.0 software and the App Store.  We all had more than enough to do, and MobileMe could have been delayed without consequence.

至于公司将要做什么:

The MobileMe launch clearly demonstrates that we have more to learn about Internet services.  And learn we will.  The vision of MobileMe is both exciting and ambitious, and we will press on to make it a service we are all proud of by the end of this year.

不能保证Apple会以某种方式神奇地做好一切只是一个学习和坚持的承诺可信而谦逊。1而且,更重要的是,实际苹果员工可能并不总是 - 甚至经常 - 同意乔布斯,但他们确实相信他Apple倾向于做到并实现乔布斯所说的(例如,他在2007年1月宣布Apple将在2008年前每年销售1000万部iPhone。)

相比之下,鲍尔默的承诺无视信仰,至少在微软在“端到端体验”和谷歌在搜索和在线广告方面对抗苹果的地方他无论是无知还是撒谎 - 这些都不会激励普通工程师。

我被提醒了Tim O'Reilly的这一伟大路线回到2002年关于比尔盖茨:

Microsoft gets a lot of heat for not leaving enough on the table for othersMy mother, who’s English, and quite a character, once said of Bill Gates, “He sounds like someone who would come to your house for dinner and say, ‘Thank youI think I’ll have all the mashed potatoes.’” This isn’t quite fair, but it gets the point across, at least about some of Microsoft’s behavior.

Gates may be gone, but the attitude is infused in the company’s culture然而,90年代和00年代之间的区别在于,今天桌面上的土豆太多了,无论多大,都可以吃到。

微软应该更加担心自己的核心竞争力 - 操作系统许可和开发者平台 - 而不是扩展到不相关的新领域鲍尔默热衷于指出微软为苹果公司出售的每台Mac销售30个Windows许可证,但已经上市八年的Windows Mobile甚至没有超过这款有趣的iPhone。And Apple is gaining fast; it seems possible that by 2010 Apple could be selling more iPhones than all Windows Mobile handsets combined, and it arguably already has more third-party developer interest.

我认为,鲍尔默需要更多一点开发人员开发人员而且少一点广告商广告商广告商


  1. 当然,这只是乔布斯在备忘录中所写的内容,该备忘录分发给整个公司并注定要泄露给新闻界那些有幸在MobileMe团队工作的Apple员工受到了额外的待遇:在Apple的市政厅剧院进行了40分钟的乔布斯演讲,我们可以说这个演讲稍微亵渎了例如where the memo says “we will press on to make it a service we are all proud of by the end of this year”, in Jobs’s Town Hall address to the MobileMe team, it came out more like “You better fucking fix it by the end of the year”Paraphrasing, but you get the picture. ↩︎