Microsoft
-
Microsoft argued there is an AI platform shift, and the fact that Windows is interesting again — and that Apple is facing AI-related questions for its newest products — is evidence that is correct.
-
Microsoft has come full circle from the company that cared more about Windows than Office; the retirement of the Office name is possible precisely because Microsoft gave up on Windows and went to the cloud.
-
The Windows division no longer exists at Microsoft, marking the end to a four-year process of changing Microsoft’s culture.
-
There are striking similarities between Microsoft today and IBM in the Lou Gerstner era, but today’s IBM should be a warning to Redmond.
-
It is very fair to say that Apple is threatened by the potential rise of AI. Google, though, is also threatened by its inability to own customers’ attention. The solution for both companies may entail…
-
Microsoft needs to first understand the type of company it is, and choose its strategy accordingly. That means focusing on services, not devices.
-
WeWork and Bubble Talk, Uber’s Losses, Microsoft Exits Consumer Space
A bit of follow-up from yesterday’s post on WeWork, and a broader discussion about the ongoing bubble talk and the squeeze on VC. Then a discussion on Uber’s losses and why no one should be surprised, and finally the end of Microsoft’s consumer business.
-
Unicorns Follow-up; Uber, Contractors, and Employees; Microsoft and the End of the Ballmer Era
This Daily Update follows up on my Unicorns article by pointing out how the behavior of most late-stage investors is totally rational. Then, a discussion about a recent decision by the California Labor Commission that one Uber driver is an employee, not a contractor, and a translation of Microsoft’s latest reorganization.
-
Evernote Seeking New CEO, E3 and the End of Exclusives, Playstation Vue’s “A La Carte” Offering
In a shocking — but perhaps not surprising — announcement Evernote CEO Phil Libin said the company would be seeking a new CEO. How well is Evernote doing, and will they ever become a private company? E3 Day Zero was also yesterday, and while Sony in particular had some compelling announcements for an old guy like…
-
The Funnel Framework
The Internet has removed scarcity, meaning business models based on controlling distribution are no longer viable. Instead, the key to success is controlling access to the best customers — and that means being the best.
-
AWS Follow-up; Tesla Powerwall; Google, LinkedIn, and Playing Nice
Today’s Daily Update includes: – Follow up on yesterday’s post on AWS, including why Amazon still worries me – An overview of the Tesla Powerwall and what kind of company Tesla is – A discussion about Google’s real estate set-back in Mountain View and the bigger question about where the company is going — and why
-
LinkedIn Misses, Sony’s Retreat
-
Twitter Follow-up, Microsoft’s Build Keynote
-
Daily Update: Amazon, Microsoft, and Google Earnings
-
Daily Update: Remembering Microsoft’s Antitrust Trial, Microsoft and Yahoo Renegotiate Search Deal, Microsoft Partners with Cyanogen
-
Daily Update: Nokia’s Next Move, Strategy and Mapping, Who Might Acquire HERE?
Today’s Daily Update analyzes Nokia’s rumored acquisition of Alcatel-Lucent: it’s a deal that makes a lot of sense. More interesting, at least for the tech world, is the potential sale of HERE Maps. This Update examines why mapping is so important strategically, why Apple is almost certainly not interested (and more broadly, how the company chooses…