Concepts

Company Structure

What a company makes — and how it makes it — in indelibly tied up into how the company is structured.

  • 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…


  • 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.


  • The Amazon Tax

    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.


  • More on Bitcoin, Samsung and Designing Software, The Problem with Holacracy

    More on Bitcoin and the fundamental problem with the project, plus my thoughts on the blocksize question. Then, Samsung still can’t nail software, and the problems with Holacracy.


  • Bitcoin and Diversity

    First, an exploration of the block size debate that is roiling the Bitcoin world, and then how lessons from that debate apply to diversity in tech.


  • Tumblr Tumbles, Snapchat Hires Facebook Exec, An Update on Apple versus the FBI

    Tumblr’s failure is so profound that the reasons why deserve a deeper exploration. And, might said lessons apply to Snapchat? Plus important developments in Apple versus the FBI.


  • Twitter Follow-up, Apple’s Good Earnings, Apple is Not a Services Company

    Understanding why Twitter failed has strategic implications today. Then, Apple’s earnings were better than they looked, but despite the CFO’s protestations, they are still not a services company.