11–20 of 72 posts
That's a great scene, with Jobs announcing that Internet Explorer would be the default browser on the Macintosh, and the crowd booing. Jobs has to stop speaking, twice.
For the curious, it starts at 28:36.
Like the business model, culture is certainly influenced by the people at the top, though I think it's defined by a somewhat larger number of early employees, and it's harder to change once established, compared to the business model. Both affect performance in the market, but it's not as straightforward to analyze, even in hindsight, how exactly culture affects market performance relatively to the business model where in hindsight it's perfectly clear.
I've come to a conclusion that Cook's reign at Apple will probably mirror Ballmer's reign at Microsoft. Both are biz guys who inherited companies from technology visionaries with massive revenue streams and yet they both lacked vision and tech expertise to create successful new products. Ballmer tried it numerous times and Cook has tried it with Watch, Music and so on. Neither of them have succeeded. Apple's now beco…
>> I’m worried for Apple…If the landscape shifts to prioritize those big-data AI services, Apple will find itself in a similar position as BlackBerry did almost a decade ago: Maybe Apple is betting that AI won't be achieved in the next 15-20 years.
I'm a huge fan of Stratechery and Thompson. They've given me powerful ways of thinking about the world. Are there others out there? While Thompson does talk a lot about the intersection of technology with business strategy, he tends to focus on large, well-known technology companies that primarily have consumer facing offering. I'd pay to read something like Stratechery for biotechnology, or enterprise software but t…
I've come to a conclusion that Cook's reign at Apple will probably mirror Ballmer's reign at Microsoft. Both are biz guys who inherited companies from technology visionaries with massive revenue streams and yet they both lacked vision and tech expertise to create successful new products. Ballmer tried it numerous times and Cook has tried it with Watch, Music and so on. Neither of them have succeeded. Apple's now beco…
Similar happened to Balmer, he came in after the boom was over. But tried to push into new markets (and failed.) I don't honestly think Balmer was a bad CEO, he was just very bad at pushing into new markets...and they already had the FTC on their backs, so their strangle hold on the existing market was diminished. Doing walled gardens like Apple and Google did would draw FTC ire, so they couldn't really do it.
In the end, Apple doesn't have the FTC on its back, basically controls the supply chain. They'll be fine, but they are in a saturated market and their explosive growth is over. Investors are much more interested in explosive growth in tech than slow steady cash flow.
I'm more concerned about the Google model than the Apple model. Apple's margins will probably fall, but I think the Google PPC cashcow is soon going to hit a wall as millennials become the majority and their adblockers and immunity to online advertising drives down conversions.
I've come to a conclusion that Cook's reign at Apple will probably mirror Ballmer's reign at Microsoft. Both are biz guys who inherited companies from technology visionaries with massive revenue streams and yet they both lacked vision and tech expertise to create successful new products. Ballmer tried it numerous times and Cook has tried it with Watch, Music and so on. Neither of them have succeeded. Apple's now beco…
I've come to a conclusion that Cook's reign at Apple will probably mirror Ballmer's reign at Microsoft. Both are biz guys who inherited companies from technology visionaries with massive revenue streams and yet they both lacked vision and tech expertise to create successful new products. Ballmer tried it numerous times and Cook has tried it with Watch, Music and so on. Neither of them have succeeded. Apple's now beco…
The systematizer may lack inspirational genius but makes up for it with analytical and organizational genius. They can turn a phenomenon into a movement, or a movement into a world power.
You see this a lot with religions and philosophies — if you have n systematizers who take up the leadership from the prophet, you probably end up with n religions (including n = 0).
I've come to a conclusion that Cook's reign at Apple will probably mirror Ballmer's reign at Microsoft. Both are biz guys who inherited companies from technology visionaries with massive revenue streams and yet they both lacked vision and tech expertise to create successful new products. Ballmer tried it numerous times and Cook has tried it with Watch, Music and so on. Neither of them have succeeded. Apple's now beco…
What's the basis for this claim? Didn't Spotify just have to lower its family plan prices to compete?
I've come to a conclusion that Cook's reign at Apple will probably mirror Ballmer's reign at Microsoft. Both are biz guys who inherited companies from technology visionaries with massive revenue streams and yet they both lacked vision and tech expertise to create successful new products. Ballmer tried it numerous times and Cook has tried it with Watch, Music and so on. Neither of them have succeeded. Apple's now beco…
Cook's legacy will be if Apple pulls off the bet on autonomous cars. Auto manufacturing is very much a logistics challenge, which plays to his strengths. It's too early to write him off.