 In fairness to the Goliaths, Microsoft and Apple have continued to win over the past decade by pushing into new nascent markets like the cloud and subscription services. But David has logged a few major victories too. Companies free of the status quo like Tesla and electric vehicles, Netflix and streaming, Adobe and Salesforce and software as a service have all transitioned from David's to Goliath's in their own right since this conversation happened at our first FoolFest back in 2014.