Automotive Software Redux; Customer Trust Revisiting and expanding on the Automotive software challenge. Also -- building customer trust, the challenge for Remarkable
Competition, Creative Destruction, and Renewal Competition in the tech market is ever present and tough, and it has spread to adjacent markets like media and automobiles.
Excited about NVIDIA upside, and reflecting on virtualization Publishing note: Starting today, I will generally bundle notes into a single weekly publication, which will come out on Thursday mornings. NVIDIA results NVIDIA reported today, and it was another great quarter. Sell on good news they say, but I remain a holder. I am sure other people will dig
AI Optimism, Home Computing Why I am bullish on AI, what AI tools I like, and the promise of home computing
Thoughts on acquisitions, heroes, and purpose Acquisitions I was on a thread about acquisitions yesterday. Chris Williams observed that only Berkshire seems to do them well. I’ve lived through acquisitions of tech companies on both sides, as the acquirer and as the acquiree. And I’ve lived through acquisitions that were successful and ones that
I want a better voter information app We have a lot of political info available to us, but it is sprawling and hard to use. We should build a better voter app.
Things I learned 40 years ago about strategy, layoffs, capital intensity What's old is new, all my business lessons from 40 years ago are freshly relevant
Technology and Pessimism needn't go hand in hand It is easy to be overwhelmed by pessimism, but the same technology that is used to overwhelm us, can be used to lift us up.