Company Structure
What a company makes — and how it makes it — in indelibly tied up into how the company is structured.
-
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.
-
Disney’s reorganization reinforces their integrated strategy; there is a lot to learn for anyone competing with Aggregators.
-
The Windows division no longer exists at Microsoft, marking the end to a four-year process of changing Microsoft’s culture.
-
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.
-
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.
-
Steve Ballmer is reorganizing Microsoft into a functional organization: it is a mistake that misunderstands the company he leads.
-
An Interview with Om Malik About Tech’s History and Future
An interview with Om Malik about his career in technology, the dot-com and telecom bubbles, and why he is so excited about the future.
-
An Interview with Arm CEO Rene Haas
An interview with Arm CEO Rene Haas about building subsystems on the leading edge and evolving Arm’s business model.
-
Sam Altman Back at OpenAI, Q*, Going Forward
Catching up on the OpenAI situation, which has reached a resolution — for now, anyways.
-
The OpenAI Saga Continues, Microsoft’s New Chips, Microsoft’s AI Platform Hedge
More updates on the OpenAI saga, including the problematic board. Then, Microsoft unveils new chips, and is creating an AI platform that looks a lot like Microsoft’s other platforms.
-
OpenAI’s Misalignment and Microsoft’s Gain
The end of a dramatic weekend in tech is that OpenAI has split and Microsoft is partnered with one and has hired the other; this is the ultimate failure case of what should have been a for-profit company organized the wrong way.
-
An Interview with Intel CEO Pat Gelsinger About Intel’s Progress Towards Process Leadership
An interview with CEO Pat Gelsinger about Intel’s progress in his tenure, and why he believes that Intel can compete with TSMC for process leadership. Plus, mistakes that were made, why Intel needs the CHIPS Act, and why AI is good for Intel.
-
An Interview with Lisa Ellis about Payments
An interview with Lisa Ellis about payments, including Paypal, Adyen, and Stripe, and the coming battle between online and offline providers over omnichannel.
-
Arm’s F-1, Arm’s Risks, Arm’s Price
Arm’s F-1 is out, and while there is a reasonable plan for growth, its hard to justify the price Softbank is hoping for.