American - Editor | -
Silicon Valley tends to fall in love with the new new thing.
Adam Lashinsky
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Chip maker Nvidia is the new old thing, an overnight success story years in the making that is having its moment and then some.
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When I published a book earlier this year about Uber, the most common question I got about it was how many of the tumultuous events of 2017 I was able to include. My gag-line response: I managed to cover the first 17 scandals of the year, but not Nos. 18, 19, 20, 21, 22, and so on.
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As the finish line for 2017 begins to come into focus, I'm beginning to wonder what an Uber turnaround would look like.
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If SoftBank can complete the tender offer it contemplates to buy a large stake in Uber, the company's bizarre governance war will be over for the time being, putting Uber back on par with other normal companies whose boards of directors dont fight publicly with each other.
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People tend to wonder when Alibaba will enter the U.S. market. But those people are asking the wrong question. Alibaba reckons that, in 2010, China and the U.S. had an equal number of online shoppers, about 140 million.
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As China's retailing champion, Alibaba makes Amazon look like a company that carefully picks its spots. Sure, Amazon does e-tailing. So does Alibaba.
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Cannibalization is by far the most difficult feat any established, successful company can pull off.
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What to do with a leading business that's challenged by a new technology wave without hurting an existing profit stream? The single greatest example of recent memory is Apple's willingness to decimate iPod sales by incorporating all the category-defining product's features into a new gizmo, the iPhone.
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The iPod was once so important to Apple that the estimable journalist Steven Levy wrote an entire book about it. And then, poof! The iPod was nearly gone.
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The reliable way great conglomerates grew over time was by adding new products and buying new companies. IBM moved from mainframe to PCs.
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Broadcom is the descendent of a nearly 60-year-old unit of the original Hewlett-Packard. Semiconductor companies are like enterprise software companies: they don't die easily.
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