Google and the Limits of Strategy

Google went wrong in the past by abandoning their horizontal business model; are they repeating their mistake, or does the future give them no choice?

Apple and the Long Run, How Satya Nadella Killed Windows Phone

My recent pieces about Apple actually don’t have anything to do with Google I/O or WWDC; they are about structural challenges going forward. Then, Windows Phone is well and truly dead, and how Satya Nadella killed it shows how structural changes can be effective.

Google’s Go-to-Market Gap

Google is unique in that their business was built on being the best. The company, though, benefited from the open web. That is not the case in mobile.

Apple’s Organizational Crossroads

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 Echo Expands, The Nest Failure, Microsoft and Slack

There are a lot of useful lessons to draw from Amazon Echo’s early success, particularly when placed in contrast to Google’s Nest. Microsoft should pay heed if in fact they had a chance to buy Slack.

Daily Update: Initial Thoughts on Microsoft Office, Amazon Echo, WireLurker

Microsoft made a stunning announcement about Microsoft Office that both shows they understand their position and demonstrates how much delay cost them. Then, the Amazon Echo could be a much bigger deal that people think; it is a very different product than the Fire phone. Finally, a concerning new vector for malware on iOS.