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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Elon Musk vs. OpenAI, OpenAI’s Response, OpenAI’s Foundational Problem
Elon Musk is suing OpenAI; he probably won’t win, because there wasn’t a contract to be breached, but the lawsuit does highlight how far OpenAI is from the non-profit it started as.
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Mistral, Microsoft’s Investment, Generative AI and Customer Support
Mistral is building foundational models in Europe, but Microsoft’s investment is a reminder that GPU is still the point of leverage. Then, customer support is an obvious AI use case that is already gaining traction.
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An Interview with Netflix co-CEO Greg Peters About Strategy and Execution
An interview with Netflix co-CEO Greg Peters about owning the customer relationship, Netflix culture and execution, advertising, games, and content strategy.
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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.
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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.
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Sam Altman Back at OpenAI, Q*, Going Forward
Catching up on the OpenAI situation, which has reached a resolution — for now, anyways.