I look at the issue of slowly diminishing magnitude of Foxconn plant in Wisconsin.
Leave a CommentMonth: January 2019
With more data from 2018 Q4 Apple reports, we take another look at the peak iPhone argument. More apple services coming our way.
Leave a CommentWhat the underrated Poltergeist tells us about our past and our future. Tying into two excellent books from 2017, and the principle of scientific management.
Leave a CommentI look at data behind iPhone unit sales, and see versioning issues of a durable-goods monopolist rather than trade uncertainties. Using Clockspeed theory, I argue that iPhone pricing and versioning advantage was temporary. The advantage was great when it lasted, but it is now behind Apple, as the smartphone market matures.
Leave a CommentWe re-examine Tesla with some new data, to see how improved Operational process at scale is saving Tesla.
Leave a CommentParis to the Moon is a love letter, exquisite and heartfelt. It is not one that a pining star-crossed lover writes, but one a soldier writes to family back home. The Paris of lovers is well-trodden. Paris to the Moon describes the Paris of a writer with a young family. Gopnik’s penchant for adorning unremarkable happenings with remarkable witticism makes the book lovely. In the midst of absurdities and abstractions, swimming pools and schools, gyms and dinner plates (mellow and varnished like an old violin), never-ending dossiers, parks and pregnancy, politics and futbol, Adam Gopnik, all the while failing miserably to prevent his son from learning about Barney, reflects on our forlorn life away from home, even as we are having…
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