Company Structure
What a company makes — and how it makes it — in indelibly tied up into how the company is structured.
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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.
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Disney’s reorganization reinforces their integrated strategy; there is a lot to learn for anyone competing with Aggregators.
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The Windows division no longer exists at Microsoft, marking the end to a four-year process of changing Microsoft’s culture.
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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.
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Amazon is building a lot of businesses that look like AWS: taxes on major industries that work to everyone’s benefit. The reason, though, is that AWS is a lot like Amazon itself.
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Steve Ballmer is reorganizing Microsoft into a functional organization: it is a mistake that misunderstands the company he leads.
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An Interview With Intuit CEO Sasan Goodarzi About Accounting and AI
An interview with Intuit CEO Sasan Goodarzi about the working for one of tech’s oldest software companies, and how Intuit is leaning into the AI paradigm shift.
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Anthropic S-1, The Cost of Compute, Who Is Paying?
Anthropic’s IPO is finally here; the core business is very profitable, but competition may eat all of the profits, even as investors are set up for endless dilution.
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An Interview with Craig Moffett About SpaceX and Bubbles
An interview with Craig Moffett about SpaceX, from launch to broadband to mobile, plus how he is applying the lessons of the dot-com bubble to today.
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An Interview with OpenAI President Greg Brockman About Astra and Alignment
An interview with OpenAI President and Co-Founder Greg Brockman about the history of OpenAI, Astra and alignment, and the weight of building the future.
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Autonomy and Innovation
Incentives favor offense when it comes to agentic cybersecurity; it’s the same dynamic that will limit incumbents and fuel startups in the long run.
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Nvidia’s Risky Business
Nvidia is finding new ways for its customers to raise money, and it’s expanding the risk of the AI buildout significantly.