Slack + G Suite is intriguing, but is it the end of the story for Slack and identity? Then, a new lawsuit against Facebook is a reminder that no outside entity has any leverage over the social network. Plus, how Snapchat took Yik Yak’s market and why it was still worth investing in.
How Google Is Challenging AWS
AWS seems to have a dominant position in enterprise computing, but Google is trying to change the rules to favor their inherent strengths.
Twitter vs Facebook and Adam Bain’s Departure, Samsung Readies AI Assistant, Three Snapchat Updates
A reminder that the bubble problem applies to everyone, while Twitter is losing a key exec. Then, the riddle of Assistants on premium Android, and three Snapchat updates.
BuzzFeed Reorganizes, WhatsApp Eases Privacy Rules
BuzzFeed reorganizes and thus reemphasizes their new business model. Unfortunately, it’s a business model that doesn’t necessarily need news. Then, WhatsApp predictably eases their privacy policy, their CEO’s previous declarations notwithstanding.
Apple’s PR Push, Maps and Apple’s Organizational Structure
Why is Apple on a PR blitz in the middle of August? Plus, what Apple’s executives said about Maps and its relationship to the company’s organizational structure
A Word on Tesla, Follow-up: The Big Picture, Tencent Acquires Supercell
Tesla offering to buy Solar City is why corporate governance matters. Then, a follow-up to yesterday’s piece on TV and why there is something much bigger going on, and why Tencent bought Supercell
Apple and the Long Run, How Satya Nadella Killed Windows Phone
My recent pieces about Apple actually don’t have anything to do with Google I/O or WWDC; they are about structural challenges going forward. Then, Windows Phone is well and truly dead, and how Satya Nadella killed it shows how structural changes can be effective.
Facebook Earnings, Facebook and New Market Disruption, Facebook’s Share Reclassification
In a market where it’s peers have been struggling Facebook crushed it again, proving out The Facebook Epoch. However, could the company’s potential be even greater than that? Plus why the company’s share reclassification makes me uncomfortable.
Services and Apple’s Strategy, The Power of a P&L, Intel Restructures
First, a follow-up on Apple’s Organizational Crossroads including why a focus on services could make more strategic sense than one might think, and why P&L responsibility can be a powerful tool. Then, Intel is restructuring in the face of increased margin pressure and in pursuit of a vision that is, from the company’s perspective, more radical than it may appear.
Apple’s Organizational Crossroads
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.