NYC and Amazon fall out — remarkable news politically, but very much along the framework we talked about in the blog. I also talk about how cities have become remarkably desirable. Bonus: trivia on Reservoir Dogs.
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Five personal lessons from the life of President Truman — from forecasting to forthrightness — from the excellent biography by David McCullough.
Leave a CommentWhat are the pitfalls of Direct-to-Consumer business models? I use Tesla’s growth to talk about product service bundles.
Leave a CommentI look at the issue of slowly diminishing magnitude of Foxconn plant in Wisconsin.
Leave a CommentWith 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.
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