[HN Gopher] The Internet Tidal Wave (1995)
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       The Internet Tidal Wave (1995)
        
       Author : simonpure
       Score  : 30 points
       Date   : 2022-11-26 01:26 UTC (21 hours ago)
        
 (HTM) web link (lettersofnote.com)
 (TXT) w3m dump (lettersofnote.com)
        
       | simonebrunozzi wrote:
       | > May 26th, 1995: Bill Gates sends a memo, entitled "The Internet
       | Tidal Wave," to all executive staff within Microsoft.
       | 
       | Say what you want, but Bill Gates' vision of the internet was
       | spot on.
       | 
       | The drawback is that Microsoft used illicit and mostly unethical
       | tactics to fend off competition (Netscape, etc) and gain and
       | retain a certain market dominance, and this was done under Bill's
       | scrutiny.
       | 
       | It's really hard to find a saint, and Bill is not one.
       | 
       | Besides this, I find Letters of Note to be an invaluable treasure
       | trove of forgotten gems like this letter.
        
         | bitwize wrote:
         | His vision wasn't too different from a lot of other pundits',
         | and it came a year or two too late.
        
           | tialaramex wrote:
           | Right. People are acting as though 1995 is early, but it's
           | like figuring out there will be another major European war on
           | Christmas Day 1939. No shit, the Nazis have already conquered
           | Poland.
           | 
           | The Internet is the Third Network. Figuring this out in
           | 1974/75 counts as clairvoyance since most of the technologies
           | (e.g. TCP exists but IP takes until 1978) don't exist yet and
           | nor does the terminology, although in hindsight things are
           | coming together. Figuring it out in 1985 is still very
           | impressive, by that point there's a significant TCP/IP
           | network but it's unclear whether this North American idea
           | triumphs - if you had confidence you could have made some
           | smart investments and made yourself a lot of money. Figuring
           | it out in 1995 is barely even noteworthy. "Eternal September"
           | the point when there are constantly so many new people that
           | it's _always_ like the first weeks of a new year of
           | university students on the Internet, began in 1993.
        
         | the_third_wave wrote:
         | Gates was a relative latecomer to see the 'net as a factor of
         | importance. He wrote a book called 'The Road Ahead' [1] which
         | exists in two forms [2] of which the first portrayed the 'net
         | as a precursor to the _real_ network of the future which would
         | be embodied in proprietary networks like Microsoft Network
         | (MSN). It was only a few weeks before the book would hit the
         | shelves that he changes his mind and wrote the above memo,
         | focusing Microsoft on the internet while demoting Microsoft
         | Network - which was launched as a separate dial-up network in
         | the style of Compuserve - to an internet service.
         | 
         | [1] https://wikiless.org/wiki/The_Road_Ahead_%28Gates_book%29
         | 
         | [2]
         | https://wikiless.org/wiki/The_Road_Ahead_%28Gates_book%29?la...
        
         | autotune wrote:
         | Bill Gates of today is a very different person from the one who
         | ruled over Microsoft back then. See Bill and Melinda Gates
         | Foundation.
        
           | simonebrunozzi wrote:
           | Source? Do you know him personally?
        
             | autotune wrote:
             | You don't see news about him trying buy a well known social
             | network to destroy it or trying to use fruit to cure
             | cancer. For one.
        
               | nailer wrote:
               | Sure but you don't see anyone trying to do the former.
        
               | autotune wrote:
               | _Elon brings wrecking ball and mass layoffs causing mass
               | exodus of social media site_
               | 
               |  _nailer: doesn 't look like anything to me_
        
           | kxkdkdmxn wrote:
           | His PR is certainly a lot better, and there does exist a
           | charitable foundation, sure, but a lot of foundations are
           | just tax shelters, and just starting a charitable foundation
           | doesn't absolve you of your sins or make you a good person,
           | but it's great PR
           | 
           | Unless you know Bill personally you're just commenting on the
           | quality of his public persona 's public messaging, or your
           | parasocial relationship with that persona
           | 
           | Melinda Gates definitely still thinks Bill is worth
           | divorcing, you know
        
             | autotune wrote:
             | That's literally what everyone does every day with Musk.
             | Not sure how Gates is any different here besides the fact
             | that he is competent at said PR, as you say, and hasn't
             | done anything outright ridiculous to destroy his
             | reputation.
        
         | twoodfin wrote:
         | What was unethical about how they beat Netscape? They were the
         | first to realize that "browser technology" (as Gates repeatedly
         | called it during his antitrust deposition) would be beneficial
         | to consumers as part of the OS platform, and lo today you can't
         | find a consumer OS on any device that doesn't embed its own web
         | engine.
        
           | dboreham wrote:
           | Enjoy your "browser-device". Some people prefer their
           | computer to be separable from the applications it runs.
        
           | the_third_wave wrote:
           | https://www.justice.gov/atr/us-v-microsoft-courts-
           | findings-f...
           | 
           | Search for "Netscape" if you're really interested.
        
       | ud0 wrote:
       | How was Gates able to predict the future with so much accuracy
       | and yet still failed to capture the most value from it or better
       | still establish itself as a core player on the internet like
       | Google etc.
        
         | jeroenhd wrote:
         | When I was younger, there was only Internet Explorer and all
         | online communication happened through MSN. Games ran on Windows
         | or on consoles and that was about it. When MSN waned, Skype
         | quickly became the de facto personal VoIP platform and at that
         | point Microsoft had already acquired it.
         | 
         | I was conceptually aware of Macs, but I didn't know anyone who
         | had actually used one. I know this isn't the typical experience
         | around here, but where I grew up, Microsoft was simply the only
         | option.
         | 
         | They lost it all years later when Blackberry, Google and later
         | Apple started to become serious competition. They couldn't get
         | Windows Phone to succeed (despite its superior underpinnings),
         | they lost to Chromebooks in education, and they failed to keep
         | Office competitive enough to make it as ubiquitous as it once
         | was. I'm surprised Xbox is still around at this point.
         | 
         | Gates had a vision and a keen eye for opportunities. When he
         | was leaving, Microsoft was dealing with a failed products and
         | unexpected competition. (Vista, iPhone, Zune) and after he was
         | gone it took a while before MS got its vision back. The company
         | tried to go a wild, new direction after fixing Vista and
         | turning it into 7 by going all-in on Windows 8. Mobile,
         | tablets, desktop, and console were all moving towards the same,
         | unified ecosystem and design, something that brought Apple
         | great success. On the Windows side, though, I think it's safe
         | to say Windows 8 was universally disliked, tolerated at best.
         | Windows Mobile died because of its many backwards incompatible
         | releases despite the lacking ecosystem.
         | 
         | It's interesting to imagine what the world would look like if
         | Microsoft had managed to make Windows Phone a success. I think
         | that had 90s-Gates been at the helm, Microsoft could've even
         | beaten the iPad.
        
           | aswanson wrote:
           | I don't think gates won't have made a difference against
           | Apple during that period. Apple's taste and aesthetics were
           | just too much to overcome in the post-pc era.
        
         | peacelilly wrote:
         | You conflate seeing the future, and wanting to improve it.
         | Microsoft very likely tried to subvert the future. See the
         | Halloween Documents:
         | http://www.catb.org/esr/halloween/halloween1.html
        
         | RcouF1uZ4gsC wrote:
         | The DOJ.
         | 
         | The DOJ scrutiny basically knee-capped Microsoft.
         | 
         | Later companies learned the lesson and have spent a lot of
         | money on lobbying and otherwise cozying up to Washington.
        
           | agumonkey wrote:
           | Being first in race is very costly.
        
           | dboreham wrote:
           | > knee-capped Microsoft
           | 
           | In what way?
        
         | AlbertCory wrote:
         | They certainly tried, and attracted the attention of the
         | Department of Justice in the process. See the Microsoft
         | antitrust trial.
         | 
         | Internet Explorer was a dominant browser for a while. It came
         | bundled with Windows, and Gates thought they'd use it to
         | embrace and extend the Web, like they'd done with everything up
         | to then. Netscape's browser share quickly went to zero.
         | 
         | There were other browsers, though, and the end result of the
         | legal actions was that MS had to allow you a choice. The
         | Internet public was not as compliant with Gates' designs as the
         | PC public had been, and "web standards" became something they
         | had to live with, rather than being able to set them.
        
         | tomrod wrote:
         | MS captured a lot of great revenue streams. Ballmer missed most
         | of the opportunity but it's picked up steam in the last decade.
        
         | nailer wrote:
         | They did. Microsoft has the dominant consumer OS, the doninant
         | browser, the instant dominant messaging platform, the dominant
         | online email platform, some of the best tools for building web
         | pages, and defeated palm to become the dominant mobile internet
         | platform. Steve Balmer threw everything away.
        
       | nazgulsenpai wrote:
       | >We need to establish distributed OLE as the protocol for
       | Internet programming.
       | 
       | Oh the horror!
        
       | AlbertCory wrote:
       | "Letters of Note" would make a great Christmas present for almost
       | anyone on your list. They almost certainly haven't heard of it,
       | and it'll keep them captivated.
       | 
       | Elvis writing to President Nixon asking to become a special
       | Federal agent: who doesn't want to read that?
       | 
       | I hosted Shaun at Google! Some of the attendees read a letter out
       | loud.
       | 
       | https://www.youtube.com/watch?v=Xg7LRg2NAfM
        
       | antiterra wrote:
       | It's interesting he keeps up the three character file extension
       | convention of .htm even though he knew full well that it was
       | .html on the vast majority of sites. I'd guess he was also aware
       | of long file names in the upcoming debut of Win 95, but conscious
       | of the fact previous Windows releases would remain prevalent for
       | some time.
        
       | abraxas wrote:
       | Most of you here who are under the age of 40 probably do not
       | appreciate how we came within an inch of having the world run on
       | a monopolized MSInternet(r) in the late nineties. Microsoft had
       | its foothold in every aspect of consumer facing computing save
       | for mobile computing with PDAs and such (it was rathern niche
       | then and yet they soon attacked that space with Windows Mobile).
       | 
       | The death of Netscape in the late nineties and the explosion in
       | popularity of Internet Explorer was an imminent threat as
       | Microsoft was ready to roll out their proprietary APIs such as
       | OLE (rebranded as ActiveX) all over consumer facing internet. As
       | the memo articulates in a few places, the goal was to embrace the
       | formats and extend them with proprietary Microsft shit so they
       | would not work or work poorly on non-Wintel platforms running
       | Microsoft products.
       | 
       | The academia was the last MS free stronghold because Sun still
       | had a lot of foothold and from there emerged companies like
       | Google who in the early days provided the last shred of hope and
       | almost miraculously it kind of worked. Now Microsoft and
       | ironically Google too continue to be threats to the open nature
       | of the internet until the present day. Hopefully neither ever
       | succeeds but I see a lot of younger people that scoff at Google's
       | unfair practices give way too much credit of trust to Microsoft
       | that is absolutely undeserved and unearned.
        
       | dang wrote:
       | Related:
       | 
       |  _The Internet Tidal Wave [pdf]_ -
       | https://news.ycombinator.com/item?id=3455264 - Jan 2012 (1
       | comment)
       | 
       |  _The Internet Tidal Wave (Gates, 1995)_ -
       | https://news.ycombinator.com/item?id=2899714 - Aug 2011 (10
       | comments)
       | 
       | Pretty sure there have been other threads about this, if anyone
       | wants to look...
        
       | js4ever wrote:
       | "SGI has also been advertising their leadership on the Internet
       | including servers and authoring tools. Their ads are very
       | business focused. They are backing the 3D image standard, VRML,
       | which will allow the Internet to support virtual reality type
       | shopping, gaming, and socializing."
       | 
       | Metaverse, 27 years too early
        
         | agumonkey wrote:
         | It really was. A tad too complex, and too early to fit the
         | cultural soil. VRML had reactive declarative idioms over 3d
         | scene graph.. the current web is very similar but it was heavy
         | and machines / browser weren't ready for that.
         | 
         | In (2000s) college it was still a small chunk of one class,
         | while today react/webgl is just a tutorial away for anyone to
         | play with.
        
         | nailer wrote:
         | Metaverse is (future thing that will succeed) (amount of years
         | too early).
        
         | agsamek wrote:
         | You meant 54 years too early, right? ;)
        
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