Tesla Cars as Product-Service Bundles
What are the pitfalls of Direct-to-Consumer business models? I use Tesla's growth to talk about product service bundles.
Category Operations
Foxconn in Wisconsin
I look at the issue of slowly diminishing magnitude of Foxconn plant in Wisconsin.
Peak iPhone: more evidence
With more data from 2018 Q4 Apple reports, we take another look at the peak iPhone argument. More apple services coming our way.
Peak iPhone
I 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.
Tesla Scaling: Operations and patience
We re-examine Tesla with some new data, to see how improved Operational process at scale is saving Tesla.
Standing on Escalators and Classroom Teaching
During the holiday travels, one of the vexing things that you might have come across is people in a hurry, those who hurtle by at excessive speed on airport escalators, as you stand. Conversely, you might be the one trying…
Back to the Future!
I write a lot about internet operations on this blog. In the Wharton core Operations class, we teach a catalog business case, where I make the point that catalog business is a good way to understand the advantages and disadvantages…