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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Apple’s Strengths and Weaknesses
Both Apple’s strengths and weaknesses were on full display at its annual WWDC keynote; the HomePod is a perfect example.
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Twitter Loses NFL Streaming, Amazon Adds NFL Streaming, Apple and the Mac Pro
Twitter lost the NFL streaming deal to Amazon; all the reasons why the deal didn’t make sense for Twitter explain why Amazon is doing it. Then, the most interesting part of Apple’s Mac Pro news is the timeline.
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Chris Lattner Leaves Apple…for Tesla; Does Apple Have a Problem?
Chris Lattner has been one of Apple’s most important employees for years, helping the company own one of its most critical assets. But now he is moving on to Tesla: what does that mean for both companies?
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Alexa: Amazon’s Operating System
Money is made at chokepoints, and the most valuable chokepoints are operating systems; Amazon is building exactly that with Alexa.
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Uber Losses (But China Gains?), Uber and Unit Economics, Reconsidering Uber
New Uber financials have leaked, showing more losses but perhaps unexpected gains in China. However, while it’s hard to gain insight without a view into Uber’s unit economics, that doesn’t mean the company shouldn’t be questioned.
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Slack + G Suite; Facebook Facing Board Lawsuit; Yik Yak Layoffs
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.
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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.
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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.
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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