Operating at the Intersection of Technology and the Capital Markets
Tag: Steve Jobs
It feels like META gave these poor performance reviews in order to not get crosswise with California employment law ahead of more planned employee terminations. My view is that META will never find its way back in terms of making Facebook and Instagram the "destination" platforms they once were. Facebook lacks a product identity. Instagram … Continue reading META Is Lost
More fun running Chat GPT queries (read this particular article in landscape mode to get the best viewing experience). We cover Steve Jobs, Stanley Kubrick, effective CEOs and wine pairings for roasted duck using OpenAI's ChatGPT natural language platform. Source: https://chat.openai.com/chat
When you invest in a company (public or private), you're betting on the CEO and management team, not a product or service. A CEO can torpedo or lift a company's prospects overnight. Microsoft under former CEO Steve Ballmer and current CEO Satya Nadella underscores the importance of the CEO. Ballmer was a Marketing exec that … Continue reading Zuckerberg & The Metaverse Underscore Why CEOs & Management Teams Matter
Phone innovation is primarily about chip innovation as chip architecture enables ever more complex processing capability that powers increasingly sophisticated services and elegant user experiences. Therefore, when I read that Evans Hankey - Apple's Industrial Design VP - will be leaving the company I did not believe the loss would be as detrimental as it … Continue reading Phone Innovation = Chip Innovation
Apple (ticker: AAPL) reports earnings this week, which got me thinking about former Apple co-founder and CEO Steve Jobs. In October it will have been 11 years since his passing. There likely will not be another Technology CEO in my lifetime that will get as much out of his/her employees as Jobs got out of … Continue reading There Will Never Be Another Steve Jobs
We have seen this movie before. Founder CEO hands the reins to a successor. The company stumbles. Founder returns as CEO. We expect this scenario to play out over the next 24 months at Netflix. Founder Reed Hastings will return after Ted Sarandos has had a brief opportunity to right the ship. It is game … Continue reading What’s Next For Netflix?
For our inaugural CEO Hall of Fame class we selected CEO Hall of Fame members largely based upon their contribution toward building their respective companies as well as creating long-term shareholder value. Our selection process included a variety of quantitative and qualitative elements including financial operating performance, total stock returns, longevity, innovation, corporate governance and … Continue reading The CEORater CEO Hall of Fame Class of 2020
We attended Polaroid Day at MIT Museum this weekend and were reminded of the genius of Edwin Land, co-founder of the Polaroid Corporation. "Like visiting a shrine" is how Apple co-founder Steve Jobs described meeting Land. Polaroid's Board did a great disservice to Land and his company. Film Forever Polaroid's original instant camera - 1947's … Continue reading Polaroid Day & “Polavision” Instant Video
Much was made of Apple's chief designer Jony Ive stepping down last week. Rightfully so. What does it mean when companies aren't led by domain experts? "He’s not just a designer. That’s why he works directly for me. He has more operational power than anyone else at Apple except me. There’s no one who can … Continue reading When Companies Aren’t Led by Experts
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