History
To understand where technology is going, it is helpful to know where it has been.
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The beginning of technology was about the shift from batched computing in one place to continuous computing everywhere. That era of paradigm changes may be over, which means the real changes are only beginning.
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IBM has bought Red Hat in an attempt to recreate its success in the 90s; it’s not clear, though, that the company or the market is the same.
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Venture Capital has been transformed by a surprising source: Amazon. Ultimately, no industry is safe from the impact of the Internet.
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Why Microsoft’s Reorganization Is a Bad Idea
Steve Ballmer is reorganizing Microsoft into a functional organization: it is a mistake that misunderstands the company he leads.
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When Apple Moves Fast
In October 1999, Steve Jobs announced that the future of the Mac was video. In January 2001, Jobs laid out a new strategy: the Mac would be a digital hub, and their first focus would be music. In 15 months, the entire strategy shifted, and the company along with it. “I felt like a dope,” […]
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The Intel Opportunity
A new CEO has taken over Intel. Their core business, upon which the company has been built, is floundering. Does the new CEO, who is not really new at all (he’s the current COO), have the vision to ensure Intel’s continued success? I’m not talking about Brian Krzanich, who today was promoted from COO to […]
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Apple the Black Swan
Apple does everything wrong. They don’t do market research. They don’t segment the market with multiple models. They don’t have promotions. They don’t diversify. They don’t have divisions. They don’t have multiple P&Ls. They don’t pursue market share above all else. They don’t take on debt.1 They don’t pay dividends (or big enough ones, now). […]
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Apple, Samsung, and the Parable of the Model-T
Steve Jobs was famously fond of the Henry Ford adage: “If I had asked people what they wanted, they would have said faster horses.” It’s true! New products – new categories – require vision and an unflinching focus on the job to be done (i.e. transport), not simply enhancing or extending solutions that already exist […]
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Value Chains
The Samsung Galaxy 4 reviews should be rolling in shortly. They will recount the screen, processor, camera, face detection tech — every speed and feed there is will be dissected, discussed, and scored. Said features will be compared, first to the recently released HTC One, and most certainly to the iPhone 5. And most of […]
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Apple and the Innovator’s Dilemma
This paper was originally written in 2010 for a Corporate Innovation class at Kellogg Business School, and thus predates Stratechery by several years.