From about an hour We announced you that Steve Ballmer and Ray Ozzie were Live at D8 Conference, Now it has finished and AllthingsD announced with the Full conference between both of them.
8:09 am: Stay tuned. This morning’s interview will begin soon.
8:16 am: Before the main event, a few introductory remarks from Wall Street Journal managing editor Robert Thomson. Obligatory Steve Ballmer hoodie joke.
8:17 am: Thomson talking about Australia’s contributions to the technology industry. His top example: the Ugg boot, which solved Australia’s sheep overpopulation problem.
8:18 am: Thomson now drawing parallels between Harry Potter’s Harry and Hermione and Walt and Kara.
8:20 am: Walt takes the stage with a faux wand. “Expelliamus.”
8:21 am: Ballmer and Ozzie take the stage.
8:21 am: Neither is wearing a hoodie.
8:22 am: This is Ozzie’s first appearance at D. Ballmer’s a veteran.
8:22 am: A first question for the pair: Where do you think the economy is these days.
Ballmer: I would say developed world things have come off the lows for sure. I think our industry is even more revved up than others … but we’re in a good product cycle that has propelled the market … we’ve seen some comeback in business spending …. what’s the old adage? Burn me once shame on me … [pause] whatever it is …. At least for now we continue to see developed countries coming back. Emerging markets are a bit different …
Ballmer talks for a moment about China and intellectual property protections there, which are obviously problematic.
8:25 am: Walt asks about the cloud and the transition from the desktop. Microsoft has been the dominant company in local clients, but now you’ve said you’re “all in” in the cloud. What sort of opportunity is this?
Ozzie: I can’t remember a time where it’s been so exciting from the perspective of so many transitions happening concurrently … Now we’re got everybody connected on the Internet … all devices connectable on the Internet … now we’ve got companies around the industry coalescing around standards-based ways fo storing data. We’re at a shift in the enterprise space and how it manages IT. …
Ozzie talks about sharing-based operations in enterprise computing … how does the mobile phone connect to these scenarios … the real opportunity for us is how do we re-pivot to the cloud and make all these devices connect to the cloud.
8:29 am: Ballmer jumps in and notes that almost all players in the business believe the desktop will be important for some time, despite all that we’re hearing about the cloud and HTML5. … At the end of the day, the world we’re talking about is drive from the cloud out, but it’s smart cloud talking to smart devices and apps that are controlled locally.
8:31 am: More from Ballmer: The experiences people want will almost always have some processor with a reasonable amount of storage and graphics ability … the trend today is all about getting smarter on the client, not getting thinner on the client.
8:32 am: Ozzie says that regardless of what the device is, applications will feel more cached than installed thanks to the cloud.
8:32 am: Walt: So the cloud isn’t a threat to you?
Ballmer: There’s nothing bad for us in the trend. It’s all good. But it’s a transition and as such it’s a period of tumult. So we need to be smarter and more vigilant. But not because we’re moving from a world that’s fundamentally good for us to a world that’s not. We’re moving to a world that’s good for us to a world that’s potentially even more good for us.
8:34 am: Walt: Who’s your competition today?
Ballmer: The main ones are folks that people would guess: Google, Apple, Oracle, VMWare … And of course we still always have the things that come out of Open Source — Linux, etc.
8:35 am: Walt asks about syncing. He describes it as an unmet need. People need to sync their stuff across multiple devices, sometimes cross-platform. Why isn’t this just built in to things today?
Ozzie: Right now one core syn tech is built into most devices these days. It’s called OpenSync. … Sync is hard, but it’s a straightforward engineering task. … What’s transpiring on the Net is unusual, because we’re spreading our data all over the Web. But we don’t really have a conceptual model for this that’s as clean as those of the past. …I think at a high level, what we all want is how are we going to agree as an industry on some meta-data ways of how and where I keep my data … I don’t think we’ll end up in a world where all our data is stored in a single place.
8:39 am: Walt pushes ahead. Notes Zuckerberg’s appearance last night and the privacy implications of this.
Ballmer: There’s an innovation problem here. If you want to share some things and not share other things, you can wind up with something at a complexity level that people don’t want to or can’t engage. … Getting the UI right is an innovation challenge.
8:41 am: Walt follows up, asks is competitors are coming together on a standard level.
Ozzie says they are, but not at an “experience level.”
8:41 am: Ballmer: Companies are going to try to get a differential advantage here and that means users are going to struggle with the privacy model for their information … remember the cookie debate? Consumers didn’t understand what the cookie was. So how do you craft the discussion around issues like these so that they do?
8:43 am: Ozzie on privacy in the cloud: Businesses want to know that we’re not looking that they’re data. We’ve got to be very clean about this.
8:44 am: Ballmer: I think that the notion that there are different tastes in privacy and there are different opportunities to commercialize this is important … but there’s got to be a dialogue with the customer, the customer has to be allowed to make the choice.
8:45 am: Ballmer talks a bit about the differences between the consumer cloud and the enterprise cloud.
Steve Ballmer and Ray Ozzie at D8
8:46 am: Walt recalls Tuesday evening’s Steve Jobs interview. Steve thought we’re on a course where fewer people will be using PCs and more portable devices (like the iPad). What do you think?
Ballmer: I think that people are going to be using PCs in greater and greater numbers for years to come … But I think PC’s will look different … they’ll evolve. They’ll get smaller … they’ll get touch … their innards will change. The real question is what is a PC? Nothing that’s done on a PC today will get less relevant tomorrow. … I think there will exist a general purpose device that does anything you want, because people don’t want multiple devices, or can’t afford them. … I think the PC as we know it will continue to morph in form factor. So the real question is where do you push? Ballmer notes Job’s truck metaphor and says “Windows machines will not be trucks.”
8:50 am: Walt circles back, notes that Ballmer uses the term PC to include things that most people don’t think of as PCs. Is the iPad a PC?
Ballmer: Of course it is. What do you do on it? Answer e-mail … A guy tried to take notes on it at a meeting I was at yesterday — that was interesting (chuckles from the audience). He suggests that the position of devices like the iPad as something beyond the PC is just a marketing tactic.
Steve Ballmer at D8
8:52 am: Walt talks a bit about Microsoft’s history in tablets. What’s the company doing in this area these days. Are there going to be tablets that look like the iPad that run Windows?
Ballmer: Sure. You’re going to have a range of devices over time that are light and don’t have a keyboard and will run Windows … depending on what you want there will be devices that offer a similar experience to Windows … there will be others that will be more customized, more optimized … this will be a real competitive form factor of innovation … we will with out partners drive innovation in form factor, Windows Phone, for example … Apple’s chose to to this as well …
8:55 am: Still more from Ballmer: Some people will want to have two different devices for two different purposes … but there has to be an option for an integrated device … the bulk of the market is going to stay with general purpose devices.
Steve Ballmer and Ray Ozzie session at D8
8:57 am: A question for Ozzie: Do you think that the tablet will have a mass appeal this time around?
Ozzie: i think there’s going to be success in a number of form factors — in the pad form factor, in the tablet mode. I think there will be appliance-like screens that will be in our living rooms … this isn’t science fiction anymore, it’s possible. … There are certain fundamental differences in productivity in consumption and creation experiences, though. Both must exist on these devices.
8:59 am: Ballmer says Microsoft and Apple will eventually “run into each other” in the market. Is the iPad really that different from the PC? No. it’s just a different form factor. the Mac’s got minimal market share … iPad’s got a surge of momentum … the race is on
9:01 am: Walt: I think the Mac, while still at a low market share, has done pretty well for Apple.
Ballmer: Apple had a heck of a quarter last quarter … but their market share remains the same … He seems to suggest that the debut of the iPad is a signal that the Mac is going away. PCs running Microsoft software are not.
Steve Ballmer and Ray Ozzie session at D8
9:02 am: Conversation shifts to talk of the mobile space. Where are you now?
Ballmer: We had a good long term employee who wanted to retire and he’s going to do so. And it doesn’t make sense to replace him … on the phone side of the business we learned the value of excellent execution. We were ahead of this game and now we find ourselves number five in the market … we missed a whole cycle. i’ve been quite public about the fact that I’ve made some changes in leadership around our Windows Phone software … we had to do a little clean-up … the excellence in execution is an important part of innovation. We’re driving forward in the phone business. …But this is a very drynamic business, the market leaders here have shifted over twice in the past few years … and that’s an opportunity for us. So we’re got to have great ideas and we’re got to execute consistently.
9:05 am: Walt asks about rivals in the mobile space. Let’s talk about RIM.
Ballmer: They’re obviously a good competitor. … There’s this old myth that they’re primarily an enterprise company, but they’ve done quite well in the consumer market … But as a general purpose tech platform, RIM has less robustness than its competitors, but there’s a reason they’ve got such a huge following.
Walt: What about Nokia?
Ballmer: I know they’ve got this huge global market share. But being in the US skews your perspective because they’re got such small share here … On the software side theyr’e also trying to get their act together.
Walt: Apple?
Ballmer: They’ve done a good job of coming from nowhere a few years ago … they’ve done the best job on the browser. People focus on the apps, but the browser is really the thing that has distinguished their phones from others.
9:09 am: Ballmer: The irony of the situtation is that the Internet was designed for the PC and then re-optimized for the PC. And partly what everyone’s trying to do with the phone is say, OK I’m not a PC I’m a phone, how do I plug into this. So rivals like RIM that don’t have a PC business may be at a disadvantage. or they may have better perspective.
9:11 am: Walt asks the pairs thoughts on Google and its advances in mobile, tablets …etc.
Ballmer: On the phone Android’s a real competitor. On the larger screen devices, who knows. I don’t know that these Android based things will matter. But I don’t know that they won’t either. … I don’t really understand why Google has to have two different operating systems … Chrome? It’s like .. two, two, two operating systems in one! You want to know about Chrome, talk to them.
Ozzie: On the Android VS Chrome issue … Android is a bet on the past, Chrome is a bet on the future. When you install an app you’re targeting a device. When you use Chrome, you’re looking at a cloud-based future.
Ballmer: So why do two? Why not focus on one? Having two OSs is confusing. You need coherence.
Walt: Well, you have OS variations, don’t you?
Ballmer concedes, but notes that Microsoft also has coherence. Do one. Make a bet and pursue it.
Steve Ballmer and Ray Ozzie session at D8
9:16 am: Walt: How is Bing doing against Google?
Ballmer: Well we launched only a year ago, but we’re the first search engine to gain market share in a long time … but this is a long game. We’re up 54 percent in unique users year over year, our demographics are good … we over-index with younger crowds … we’re done a lot to establish a name and that we have a good product that delivers relevant results … but I think we have our work cut out for us in a battle with a very large behemoth.
Walt: Wait. YOU’RE calling some else a behemoth?
Ballmer chuckles, remarks on the Yahoo deal, notes that search is a scale business. Scale is important for improvement in product quality. The Yahoo deal will help with this, he says.
9:19 am: Walt: Is Microsoft taking an app ecosystem approach with Bing?
Ozzie says that it is. Suggests that the company is developing it with a plug-in architecture in mind. Talks about layering.
Ballmer: Rarely when you search do you want to search. You’re not looking for a list of Web sites. You want to find THE Web site you’re looking for. You want to do something. … If we can help the user take actions more quickly, that would be a great breakthrough.
Walt: You really could have a good encapsulate app in Bing.
Ballmer: That is what we have. The question is, is that extensible.
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