Ben Thompson
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Two Microsofts
My well-chronicled frustration with Microsoft’s corporate strategy comes down to one point: I don’t think any company should have both horizontal (i.e. services) and vertical (i.e. devices) businesses. It creates conflicting incentives: a horizontal business should be great on every platform, while a vertical business should be differentiated. Thus, I was quite pleased when Satya […]
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Daily Update: The Problem with Broadband in America, Alibaba, Xiaomi Smash Records on Singles Day
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Daily Update: Qualcomm’s Challenges, Uber’s Potential
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Podcast: Exponent Episode 024 – A Celebratory Goblet of Champagne
On the newest episode of Exponent, the podcast I co-host with James Allworth: In this week’s episode… The idea for Exponent was hatched when Ben and James were arguing about Ben’s article What Clayton Christensen Got Wrong a year ago. In this episode, we finally reach a resolution to the question about how Apple escapes […]
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Daily Update: Initial Thoughts on Microsoft Office, Amazon Echo, WireLurker
Microsoft made a stunning announcement about Microsoft Office that both shows they understand their position and demonstrates how much delay cost them. Then, the Amazon Echo could be a much bigger deal that people think; it is a very different product than the Fire phone. Finally, a concerning new vector for malware on iOS.
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Daily Update: How Apple Pay Might Fail, Dropbox and Office, Amazon Prime Adds Cloud Storage
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How Apple Creates Leverage, and the Future of Apple Pay
Apple attracts loyal customers through a superior user experience and leverages those customers against its partners.
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Daily Update: Apple’s Seattle Office, The Imminent Demise of Radio, CNET Launches a Magazine
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Site Announcement: New Forum for ALL Members