"While Google and Yahoo are developing their chosen niches with major acquisitions, Microsoft’s credo of staying lean could set them apart—at least for a while. But just like the rise of Apple, arguably one of the leanest, best-positioned tech companies to weather the coming years, the winner will be whoever lands on the product that defines the next new market, as the iPhone changed the landscape of personal technology. What that will be is anyone’s bet, and it could be discovered by a team of 10 just as easily as 10,000."
http://www.thedailybeast.com/articles/2014/07/17/bill-gates-internet-doomsday-prophesy-comes-true.html