Podcast: Microsoft’s mobile dilemma

I joined Rene Ritchie on his Vector Podcast to discuss Microsoft, Nokia, Apple, IBM, Samsung and more. Literally the minute we hung up, news broke that Microsoft was acquiring Nokia, so we jumped back on for a few more minutes of instant-analysis. Rene was a great interviewer (even if he let me ramble!), and I […]

Podcast: Staying Hungry

I was honored to join Horace Dediu on his new interview podcast, High Density. We spent a fair bit of time on Microsoft and Steve Ballmer, but also touched on Apple, functional versus divisional organizations, and more. I hope you enjoy it. Some relevant links from Stratechery: Why Microsoft’s Reorganization Is a Bad Idea The […]