I once again joined Rene Ritchie on his Vector Podcast to talk about the CEO change at Microsoft (and the return of Bill Gates), along with Lenovo’s acquisition of Motorola. I added quite a bit of color as to why this deal made sense for Lenovo, particularly from a patent perspective, as well as why I think Google always planned to spin out Motorola. We also spent a bit of time on what ails Apple and Samsung.
Along the way we touched on mature versus immature markets, vertical integration versus modularization, and why product is a necessary but insufficient ingredient in market success.