Exponent Podcast: Physical Goods

On Exponent, the weekly podcast I host with James Allworth, we discuss Antitrust and Aggregation. Listen to it here.

Antitrust and Aggregation

The European Commission’s antitrust case against Google is likely to be the first of many against aggregators, because the end game of Aggregation Theory is monopoly.

Prince, Bowie, and Beyoncé; Google’s Margin Squeeze; Microsoft’s Miss

Prince and David Bowie both understood the Internet, but took drastically different approaches. Then, Google’s business is fine, but it has almost certainly peaked, and the company could learn something from Microsoft about managing expectations.

Services and Apple’s Strategy, The Power of a P&L, Intel Restructures

First, a follow-up on Apple’s Organizational Crossroads including why a focus on services could make more strategic sense than one might think, and why P&L responsibility can be a powerful tool. Then, Intel is restructuring in the face of increased margin pressure and in pursuit of a vision that is, from the company’s perspective, more radical than it may appear.

Apple’s Organizational Crossroads

A core part of what makes Apple Apple is its organization structure; Tim Cook has said it will never change. However, if Apple is serious about being a services company, change it must.

Exponent Podcast: Baby Picture Bots

On Exponent, the weekly podcast I host with James Allworth, we discuss Facebook, Phones, and Phonebooks. Listen to it here.