It must really grind Microsoft that the company that would eventually become bigger than Microsoft was not from the usual supects: IBM, SUN, or one of the other big ones of the time (no mention made of Apple). Rather, it was a small Internet start-up, that makes most if its money from advertising, that would threaten Microsoft the most.
In Bill's famous internal memo, he says "One scary possibility being discussed by Internet fans is whether they should get together and create something far less expensive than a PC which is powerful enough for Web browsing....". Wow, thats smartphones (including Android) and Chrome OS.
He also mentions Search Engines. Google was not even dreamt of 1995!
But having said that, I do think he was a vissionary