Taking a look at Lordstown Motors’ fiasco, SPACs, Operations Scaling, and the continuing saga of manufacturing in the Midwest.
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Last-mile delivery problems are hard. Vaccine hesitancy is real but is often used as a crutch to hide the real lack of costly effort necessary to literally reach the doorstep of every person willing to be vaccinated. Lotteries and Prizes are great to kickstart the drive, but we need specific, costly, non-scalable efforts to achieve our goals of full recovery.
Leave a CommentI write about TSMC, the new (old) company that everyone is talking about: their origin story and why they matter now more than ever for supply chains and global security. I describe how learning moves upstream from cost to capability. Finally, auto supply chains and the ambitions of in-sourcing in the United States.
Leave a CommentThe United States just made June 19 or Juneteenth a federal holiday when President Biden on Thursday signed the measure into law, marking the day when the news of the Emancipation Proclamation reached Galveston.
It is a day of observation for all Americans. For, all of us are truly free only when everyone is free.
Leave a CommentMusk moves out of California, on the way to Mars colony. What does it mean for the Tesla plant in California? Not much. I argue that building operational capacity and expertise is hard, and the scaling at the CA plant continues to be one of Tesla’s continuing achievements.
Leave a CommentNew York Times reported yesterday that MoviePass finally agreed to settle Federal Trade Commission that it deceived customers and made their service difficult to use. Quelle Surprise! A quick look at MoviePass, passwords, and movie-watching pre-covid.
Leave a CommentIn her book, “On the Abolition of All Political Parties”, Weil’s skepticism towards organized parties emerges clearly. In the concise and short essay, Weil argues, why political parties are unendingly power-hungry. She proposes that imposing more constraints on them would only increase their motivation to grab more power and inch their way to totalitarianism. She then connects the lack of coherent philosophy to an increase in the dichotomy of viewpoints and polarization.
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