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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Microsoft’s Good (and Potentially Great) Minecraft Acquisition
It’s difficult to overstate what a big deal Minecraft is. It’s the third best-selling game of all time behind Tetris and Wii Sports, and unlike the latter especially, it is a remarkably sticky experience: the vast majority of customers (over 90 percent on PC, according to Microsoft) sign in every single month. Were Microsoft to […]
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Is BuzzFeed a Tech Company?
It’s telling that Chris Dixon, in a blog post explaining Andreessen Horowitz’s $50 million investment, goes out of his way to explain that BuzzFeed is not really a media company, but a technological one: We see BuzzFeed as a prime example of what we call a “full stack startup”. BuzzFeed is a media company in […]
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Daily Update: Sprint Abandons T-Mobile Bid, Microsoft Hires New Head of BD, Apple Touts App Store
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Daily Update: Split Microsoft Follow-up, Yahoo Buys Flurry, Valuing Privacy…Or Not
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It’s Time to Split Up Microsoft
To understand why so many serious Microsoft observers were encouraged by Satya Nadella’s week-ago memo Bold Ambition and Our Core,1 it’s useful to go back 10 years and read Steve Ballmer’s 2004 memo Our Path Forward. It was around this time that cracks were first starting to appear in the Microsoft machine: the stock had […]
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Daily Update: Google’s Strengths, Weaknesses, Opportunities and Threats
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Daily Update: Microsoft’s Strengths, Weaknesses, Opportunities and Threats
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Daily Update: Breaking Down Satya Nadella’s Letter