Disruption   4853

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RT : Shorter tenure of S&P 500 corporates
➡️33 yrs in 1964
➡️24 yrs in 2016
➡️12 yrs by 2027
disruption  from twitter
3 days ago by TomRaftery
Cory Doctorow: Things that happen in Silicon Valley and also the...
"Anton Troynikov: [https://twitter.com/atroyn/status/1014974099930714115 ]

• Waiting years to receive a car you ordered, to find that it’s of poor workmanship and quality.
• Promises of colonizing the solar system while you toil in drudgery day in, day out.
• Living five adults to a two room apartment.
• Being told you are constructing utopia while the system crumbles around you.
• ‘Totally not illegal taxi’ taxis by private citizens moonlighting to make ends meet.
• Everything slaved to the needs of the military-industrial complex.
• Mandatory workplace political education.
• Productivity largely falsified to satisfy appearance of sponsoring elites.
• Deviation from mainstream narrative carries heavy social and political consequences.
• Networked computers exist but they’re really bad.
• Henry Kissinger visits sometimes for some reason.
• Elite power struggles result in massive collateral damage, sometimes purges.
• Failures are bizarrely upheld as triumphs.
• Otherwise extremely intelligent people just turning the crank because it’s the only way to get ahead.
• The plight of the working class is discussed mainly by people who do no work.
• The United States as a whole is depicted as evil by default.
• The currency most people are talking about is fake and worthless.
• The economy is centrally planned, using opaque algorithms not fully understood by their users."
ussr  russia  economics  siliconvalley  disruption  politics  indoctrination  centralization  policy  2018  currency  planning  conformity  conformism  drudgery  work  labor  humor  tesla  elonmusk  jeffbezos  wageslavery  failure  henrykissinger  us  government  governance  ideology  experience  class  collateraldamage  elitism  antontroynikov  consequences  space  utopia  workmanship  quality  accountability  productivity  falsification  workplace  colonization 
13 days ago by robertogreco
“Perhaps it is simpler to say that Intel…was disrupted”
Disruption is simple to say but there many factors at play. Disruption is never one feature, but a full set of assumptions that go into a business. Let’s explore in this annotated twitter thread.
microsoft  intel  Innovation  disruption 
15 days ago by jorgebarba
“Perhaps it is simpler to say that Intel…was disrupted”
This is completely unsurprising and a re-telling of a lot of 3rd-system-onward inertia.
(3rd system being the "getting it right" phase where mistakes from 1st system, the discovery, 2nd system, the wishlist, get worked out.)
By the time the 3rd system has been worked out, the firm is looking to optimize and economize.
Economization and optimization are not fertile for novelty and innovation except as it serves as a cost-offset. This may include minor features, but generally nobody wants to mess with a cash cow.
Intel's vertical dominance, like Microsoft's, caused it to miss major trends.
It's possible for a larger firm to maintain a forward thinking dominance but it's rare.
In most cases, the organizational friction makes it harder to make changes to grow market share.
It's easier to just abandon a market.
Take, for example, the ipod.
Apple wasn't done with music, obviously, look at their weirdly timed attempt at a music social media platform: ping. (which nobody seems to remember when touting apple's supposed amazingness)
But apple killed the ipod and left the music market empty.
Microsoft, weirdly, managed to get Zune into a good place with Toshiba before outright abandoning personal music players entirely as well.
Now it's just a niche - albeit a very profitable one for several smaller companies.
At some point, some markets are too small for large firms to enter or maintain.
And because they don't see any incentive to grow any particularly small market, they will always need to acquire their way into those segments.
intel  history  failure  disruption  technology  innovation  vendor.lock.in  bungles  soc  not.invented.here  exclusivity 
15 days ago by po
Intel and the Danger of Integration – Stratechery by Ben Thompson
It is perhaps simpler to say that Intel, like Microsoft, has been disrupted. The company’s integrated model resulted in incredible margins for years, and every time there was the possibility of a change in approach Intel’s executives chose to keep those margins. In fact, Intel has followed the script of the disrupted even more than Microsoft: while the decline of the PC finally led to The End of Windows, Intel has spent the last several years propping up its earnings by focusing more and more on the high-end, selling Xeon processors to cloud providers. That approach was certainly good for quarterly earnings, but it meant the company was only deepening the hole it was in with regards to basically everything else. And now, most distressingly of all, the company looks to be on the verge of losing its performance advantage even in high-end applications.

This is all certainly on Krzanich, and his predecessor Paul Otellini. Then again, perhaps neither had a choice: what makes disruption so devastating is the fact that, absent a crisis, it is almost impossible to avoid. Managers are paid to leverage their advantages, not destroy them; to increase margins, not obliterate them. Culture more broadly is an organization’s greatest asset right up until it becomes a curse. To demand that Intel apologize for its integrated model is satisfying in 2018, but all too dismissive of the 35 years of success and profits that preceded it.

So it goes.
intel  business  management  disruption 
21 days ago by cdzombak

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