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Apple buys a company every three to four weeks

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Re: Apple buys a company every three to four weeks

#41
post #23

Earlier quoted context omitted.

Alphabet is faster. As Cory Doctorow mentioned in one of his talks, they buy companies more often than most people go to the grocery store.

So...26 a year? That's in the same range.

Everyone I know goes once a week. once every two weeks and you'd start to run out of fresh produce in week 2.

Re: Apple buys a company every three to four weeks

#42

I'm beginning to think maintaining competitive markets requires broader criteria. Like any of super-majority share of: market volume, revenue within a market, influence over market, consumer harm, significant reduction in number of competitors.

You should read "Goliath" by Matt Stoller. In it he reviews the history of monopoly and how the US definition of it changed from the 1930s to the 1980s. Interesting historical read and it reinforced to me that both monopolies and competitive markets are societal constructs, not facts of nature.

https://www.simonandschuster.com/books/Goliath/Matt-Stoller/...

Re: Apple buys a company every three to four weeks

#43

Earlier quoted context omitted.

Maybe... Google seems to be taking that strategy but it feels like it leads to some kind of flaw in their thinking around product support.

How long has it been since Google had a notable successful acquisition? I'm asking because I can't think of anything recent.

It usually takes a while for an acquisition to be labeled a success, right?

Re: Apple buys a company every three to four weeks

#44
post #22

So ~15 companies a year? That doesn't sound outrageous for a company with billions and billions of dollars in the bank, and billions more coming in every quarter. edit: If anything there's probably immense pressure on Cook to buy buy buy more stuff. I don't think anyone inside Apple wants to have a repeat of stuff like old Apple maps or other products that just languished and died internally while external companies…

The issue is not the money - it's the ability to integrate. M&A and cooltech is by far the easiest part. Making use of the tech, the talent, operational integration, re-writes vs. integration, product alignment, etc. it's very hard on every level. What do you do with the VP of a 50 person company, now they are managers in a little team, the software might be discarded, or just a few ideas used from it etc. etc..

As someone who have assisted with acquisitions, the tech part is often the most straight forward (unless you're dealing with multi-cloud solutions). The most challenging part is the re-alignment the culture and value of the acquired firm.

There's a delicate art in comforting the new members of the family that we're all in this together while systemically replacing their middle management with more suitable candidates.

Re: Apple buys a company every three to four weeks

#45
post #22

So ~15 companies a year? That doesn't sound outrageous for a company with billions and billions of dollars in the bank, and billions more coming in every quarter. edit: If anything there's probably immense pressure on Cook to buy buy buy more stuff. I don't think anyone inside Apple wants to have a repeat of stuff like old Apple maps or other products that just languished and died internally while external companies…

The issue is not the money - it's the ability to integrate. M&A and cooltech is by far the easiest part. Making use of the tech, the talent, operational integration, re-writes vs. integration, product alignment, etc. it's very hard on every level. What do you do with the VP of a 50 person company, now they are managers in a little team, the software might be discarded, or just a few ideas used from it etc. etc..

I have to imagine any executive leadership team that agrees to an Apple acquisition is only looking at the exit package of stock they'll be counting in a couple years. They know what they're signing up for and know how the game works better than anyone. It's their setup for getting into venture capitol investing, retirement, etc. For a very small few they might stick around because they genuinely want to be part of the company's future.

Re: Apple buys a company every three to four weeks

#46
post #42

I'm beginning to think maintaining competitive markets requires broader criteria. Like any of super-majority share of: market volume, revenue within a market, influence over market, consumer harm, significant reduction in number of competitors.

You should read "Goliath" by Matt Stoller. In it he reviews the history of monopoly and how the US definition of it changed from the 1930s to the 1980s. Interesting historical read and it reinforced to me that both monopolies and competitive markets are societal constructs, not facts of nature. https://www.simonandschuster.com/books/Goliath/Matt-Stoller/...

[deleted]

Re: Apple buys a company every three to four weeks

#47

Earlier quoted context omitted.

Maybe... Google seems to be taking that strategy but it feels like it leads to some kind of flaw in their thinking around product support.

How long has it been since Google had a notable successful acquisition? I'm asking because I can't think of anything recent.

In 2014 Firebase, Stackdriver and DeepMind (who then made AlphaGo). There's also Waze from 2013. The only thing I could call out after that is Kaggle in 2017. Maybe they will make something out of this year's Fitbit acquisition, but that's a bit early to tell.

Re: Apple buys a company every three to four weeks

#50
post #41

Earlier quoted context omitted.

So...26 a year? That's in the same range.

Everyone I know goes once a week. once every two weeks and you'd start to run out of fresh produce in week 2.

I live in Japan and go around twice a week, some people go near everyday here. Small homes, small fridges and portions, convenient walkable neighborhoods, desire to eat fresh.
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