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.
Ghosts of our Past
What the underrated Poltergeist tells us about our past and our future. Tying into two excellent books from 2017, and the principle of scientific management.
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.
Paris to the Moon – Review
Paris 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…
Sights & Sounds 2018
Here are some films and podcast episodes that I liked in 2018. Sights (Film, TV, etc.) Bladerunner 2049 was a thought provoking movie and a well-deserved sequel to Bladerunner. Love per Square Foot was a cheerful and peppy urban love…