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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Jack Dorsey Named Twitter CEO, The Problem With Daily Fantasy
It took only a few hours for the first concerning response to the announcement of Jack Dorsey as CEO, and it came from his old adversary Ev Williams. Then, Daily Fantasy has a real scandal on its hands, but the implications of that scandal are the opposite of what most think about Daily Fantasy.
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Do You Trust Larry Page?
With the establishment of Alphabet Larry Page is setting himself up to pursue his vision of how the world should be, and in the process challenging assumptions about how businesses should be run and the means through which progress is achieved.
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In Defense of Markets, The Qualcomm Mess, Uber and de Blasio
I think that the stock market tends to get a bad rap amongst tech pundits and executives; in fact, it is a critical part of how new companies defeat incumbents. Still, sometimes markets get it wrong and I think that is the case with Qualcomm. Plus, what Uber’s episode with New York City mayor Bill de…
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Unicorns Follow-up; Uber, Contractors, and Employees; Microsoft and the End of the Ballmer Era
This Daily Update follows up on my Unicorns article by pointing out how the behavior of most late-stage investors is totally rational. Then, a discussion about a recent decision by the California Labor Commission that one Uber driver is an employee, not a contractor, and a translation of Microsoft’s latest reorganization.
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Unicorns
There are a lot of unicorns, but not all unicorns are created equally: even if some die the value of them in aggregate is significant.
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Semiconductors and Industry Cycles, Deals Galore, Intel to Acquire Altera
After a brief follow-up to my Google I/O Daily Update, I dive into the history of semiconductors and how it fits the traditional industry cycle. Then, an overview of recent transactions and how they fit in.
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Jony Ive “Promoted”, The Implications of Not Managing, What About Apple?
Jony Ive has been “promoted”; is this one step towards retirement?