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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Daily Update: A Positive Sign for Intel, and a Bad One; Apple WatchKit
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Daily Update: The Uber Problem, Samsung’s Next Act, Nokia is Back!
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Two Microsofts
My well-chronicled frustration with Microsoft’s corporate strategy comes down to one point: I don’t think any company should have both horizontal (i.e. services) and vertical (i.e. devices) businesses. It creates conflicting incentives: a horizontal business should be great on every platform, while a vertical business should be differentiated. Thus, I was quite pleased when Satya […]
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Daily Update: Tim Cook’s Announcement; Twitter Changes, Again; Nintendo’s Turnaround
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Daily Update: Why Apple Pay was Blocked, and Why it Will Succeed; Google Reorgs, Kind Of
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PayPal’s Incentive Problem
By winning on the web, PayPal was actually disadvantaged when it came to competing in mobile, because its incentives were already shaped by a different problem.
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Daily Update: HP to Split, A Secure Golden Key, Microsoft’s Android Cash Cow
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Daily Update: eBay and PayPal, Poor Pebble, Intel Caves to GamerGaters
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Don’t Blame Uber
At the risk of painting too broad a stroke, it seems to me that much of the opposition to changes wrought by the Internet undervalue the positive impact said changes have on normal people. For example, people despair over newspapers closing without appreciating the explosion in quality content freely available to anyone anywhere in the […]
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Daily Update: Uber, Contract Workers, and Driver Power; Alibaba Raises $21.8 Billion; Larry Ellison Takes Care of Larry Ellison