June 19, 2006

Life after Gates

What kind of software will Microsoft build under Ray Ozzie?

Give Microsoft credit. What other company could pull off a stop-the-presses announcement on news that its No. 2 guy was stepping down … in two years? That’s a lifetime in the software industry. Yet with a slew of new Microsoft products and technologies rolling out between 2006 and 2007, the role of that particular No. 2 -- Chief Software Architect Bill Gates -- looms large.

In his press conference, Gates noted that, “With great wealth comes great responsibility,” echoing Spider-Man’s famous dictum, “With great power comes great responsibility.” The choice of quote offers a clue as to how Gates sees himself: The vastly misunderstood Peter Parker type, who just wants to do good but is routinely vilified by the very public he wants so desperately to help.

In some ways, the comparison is apt. Through sheer force of will, Gates has driven much of the software development during the late 20th and early 21st centuries, a period of spectacular growth and innovation. But he’s gotten more scorn than recognition for his efforts. Even those who hate Microsoft software would have to admit that the pace of tech invention during the past 15 years has been breathtaking.

Gates seems to have slipped into the background of late, leaving Steve Ballmer as the company’s pugnacious public face and tireless cheerleader. But Gates’ fingerprints, although subtle, are all over recent Microsoft efforts. The flashy UI touches in the upcoming Vista client don’t seem all that Bill-ish. But the underlying architectural changes in Longhorn server, alterations to the WinFX stack (.Net 3.0), and even the revamped structural underpinnings of Active Directory and SharePoint suggest someone deep under the hood, rewiring the guts and tinkering with the motor.

And what of Gates’ designated replacement, Ray Ozzie -- the man who brought us Lotus Notes and Groove? Ozzie’s body of work suggests that he believes in the power of collaborative software. That is not necessarily the Redmond way; Microsoft built its reputation and fortune on empowering the single user, and the company has been late to the game on networked collaboration. Ozzie, on the other hand, is likely to push hard for a group-cooperation agenda.

The catch? Ozzie may be a brilliant, even visionary developer, but he has traditionally favored big, beefy collaboration platforms. Groove, which Microsoft bought in 2005, is no exception. Heavyweight apps, though, are so old school. The real darlings of the software world these days are lightweight collaboration packages, mashups, and Web services-friendly social software with a Web 2.0 pedigree.

Can Ray Ozzie adapt? We’ll find out in two years.

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