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This group represents a shift in computing away from the P.C. and towards the Internet.
That's how it is for Aneel Bhusri and Zachary Nelson, whose companies are in contention over the next major shift in computing.
New advances — like smarter and more ubiquitous voice assistants; better text-to-speech synthesis; easy-to-use audio and video production apps like Descript and Anchor; and gadgets that burrow the internet into your ears, like Apple's AirPods and Amazon's reported forthcoming AirPod clones — point to a profound shift in computing.
In 2015, the virtual reality (VR) and augmented reality (AR) industry was widely heralded as the next tectonic shift in computing.
Therefore, each shift in computing technology is a moment in time that the forecast gap is increased.
Yet Microsoft is unlikely to hit a wall, as IBM did after Mr Gates steered his own big shift in computing all those years ago if only because Microsoft has a clearer view of the future.
To hear Nick Elprin tell it, technology is going through a third seismic shift in computing.
Instead, I believe it's related to a continuing shift in computing.
His company is racing towards a conclusion that could result in the most significant paradigm shift in computing in decades.
He told BBC News that the feedback from that programme helped underscore his belief that users are more than ready for this new shift in computing.
Nevertheless, virtual reality is exciting so many people right now because it really represents what many, myself included, see as the next shift in computing.
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Justyna Jupowicz-Kozak
CEO of Professional Science Editing for Scientists @ prosciediting.com