Intel is in much more danger than its profits suggest; the problems are a long time in the making, and the solution is to split up the company.
Disney’s reorganization reinforces their integrated strategy; there is a lot to learn for anyone competing with Aggregators.
Both Slack and Airbnb are issuing debt, but in far different circumstances, and with far different terms.
The coronavirus crisis should be changing long-held beliefs. Then, what tech companies can do to get us out of this crisis, and Airbnb’s disastrous decision to not go public sooner.
Yesterday may have been a turning point in the American response to COVID-19. Then, an interview with Matt Mullenweg of Automattic about working from home and what is next for his company.
An interview with Matthew Ball about Bob Iger’s exit; Disney, Netflix, and streaming; and how metaverses are digital theme parks.
It was a huge surprise that Bob Iger was stepping down as Disney’s CEO, but the rationale makes a lot of sense, as does the timing and replacement.
Larry Page and Sergey Brin’s impact on Silicon Valley is incomparable; now, though, they are formalizing a departure that arguably happened years ago. Why now, and what should Alphabet and Google do next?
The First Amendment is not about a law, but rather a culture — specifically a culture of liberty. It is essential to tech, and in this context, Facebook is mostly right about political ads (but can still do better).
AT&T announced details about HBO Max, which are both safe and aggressive, and also raise questions about AT&T’s long-term stewardship. Then, why Netflix and Disney are the long-term winners.