Category: Strategy
Posted Date:
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We are thinking about AR/VR wrong
AR and VR share some technical concepts and will likely have similar components, but beyond that are completely unrelated – the way people use them and thus the software needed to power…
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The Return of the Conglomerate?
Fifty years ago the Street fell in love with diverse conglomerates like Gulf + Western. How different are the sprawling operations of the major Internet companies today?
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Hard or Soft?
The risk profile for venture investing in hardware and software are of course very different, but the market is shifting, making hardware investing much more appealing.
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Deep Tech is the Future
China is outpacing US VC investments in semis by 6:1, but so much of the future of technology and the economy is dependent on semis. Now is a great time to be…
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What Makes a Good CEO?
Early stage start-up CEOs are honed through hundreds of rejections and constant backseat driving, but when they get real funding they need to shed that skin and learn to accept the advice…
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W(h)ither Arm?
It is now likely that Arm will go public. As a public company they may finally have to face up to the challenges facing them.
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Apple Car – Some Math
We ran the numbers on Apple Car and they look highly achievable at any price. The key to success will be their ability to inspire buyers to upgrade their purchase decision, to…
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Apple Car Bonus – What could go wrong
So far in this series, we have assumed that Apple is going to actually build a car, but there are many things that could go wrong and ultimately these will weigh heavily…
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Apple Car – Luxury, Software and Margin
Apple can use its brand and its software to build a “Luxury” car, and use its supply chain to build that car for less, effectively re-segmenting the industry to maximize profit, not…
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How can Apple Differentiate an Apple Car?
We are going to explore how Apple can extract and redistribute value in the Autos. First, we look at what Apple is best at.
