It was 50 years from the day Friedman’s paper was published last september 2020, it took some time but by the early 80’s shareholder value took hold in the the corporate world, fuelled a rally in stocks and became one with the Reagan era
per quanto si parli di #disruption l’ho vista citata poco a proposito del nuovo #MacBookPro, dove #Apple ha tirato fuori dal cilindro una vera disruption a la #Christensen
I nuovi MBP hanno oggi il processore M1, lo stesso degli iPhone. Il primo di Apple, architettura ARM prodotto nella fonderia TSMC con un processo a 5nm. Il processore di Apple è superiore a quanto prodotto da Intel nella sua architettura x86
Il premio della disruption è Apple che si riprende il mercato dei computer ? No, è il mondo mobile che fagocita il desktop e si prepara a conquistare il mercato server
il 30% dei possessori di MBP sono developers che, sviluppando su macchine native ARM non avranno problemi a sviluppare per server con processori ARM
“The difference between learning curves and experience curves is that learning curves only consider time of production (only in terms of labour costs), while experience curve is a broader phenomenon related to the total output of any function such as manufacturing, marketing, or distribution”
looking for data of experience curves on Electrolysis I found this
on this paper on cost trajectories of main electricity storage technologies
This is a point Reid Hoffman makes in Blitzscaling: network effects are nice when a company grows, but they’re terrible when it’s subscale.
Marketplaces are so hard to get rolling that you should expect to take heroic measures at first. In Airbnb’s case, these consisted of going door to door in New York, recruiting new users and helping existing ones improve their listings.
mostly you have to choose the scale of your desired S-curve, where newtork effects can bu built, the egg and chicken death loop risolved with some affordable marketing effort
Groupon -> sign up merchants in a city and get user to signup with percks, cinema tickets in citydeal
current valuation might imply 30 to 50% market share in the future but let’s look at it like a tech and not a car company
sustainable advantage in batteries? It is claimed by Musk, is it real ?
Tesla is an operating system with around a car, car design turned upside down. Will it translate into a sustaiable advantage vs car producers?
Tesla first at autonomous drive with Autopilot, famously claimed in a keynote where Tusk promised your Tesla could work for you as a Taxi while you don’t use it
Imagine Tesla can pack all these unique features in a skateboard other producers can customize with fancy bodies. The skateboard is the operating system in a android-mobile phones analogy
There is a tech story that holds, but theere is also 3 checks to performs, answer the 3 questions, will Tesla really be able to be consistently ahead of all car makers in the world ? In the end, will it be economies of newtok and winner takeall like in software and social networks? Let’s see
commenting on Apple switch to own silicon in Macs, toos 2 years, it is at once a short time for such a deep change affecting the entire product ecosystem, very long one if you think indeed you are committing an entire ecosystem to it and for 2 years you keep going whatever will happen
“16/ To execute requires everything in the company to operate as though strategy matters most. It means communication. Performance reviews and rewards. It means management top down reinforces it and isn’t “random” or “inconsistent”. That is so difficult internally. Painful even.”
15/ It is incredibly clear that everyone at Apple puts strategy requirements above anything “local”. When you wonder why there isn’t more new in Notes or why Mail is missing stuff it’s because supporting a multi-year strategy trumps individual teams and that’s a good thing.
Artificial intelligence definitely loser, phisicians were faster to retrain than neural networks, even in imaging AI was a pain in the ass trying to solve problems that did not exist while not properly trained
Blockchain big loser, tracing app need to track individual contacts in full respect of privacy, with decentralized protocols. Blockchain to the rescue ? Nah, Google and Apple provided it for Android and iPhone
3d Printing not the general technology people hoped for few years back but oncle an ICU runs out of cheap ventilator valves and the producer isn’t quick to restock, a bunch of hackers save live3d printing hackers save lives, and that happened all over the world
Genetics Moderna messenger RNA vaccine has started human trial first, ahead of all other vaccines developed with more traditional technologies. Let’s whether the mRNA approach works and genetics makes the difference in this crisis
so you got to have gross margins, fat gross margins. But you end up doing only software
but you know Apple has not SW margins but it is a good company.
Gotta have moats moats moats, baby
so what are htese moats? Founders feeling the crisp air of the morning while standing on top of the tower and look beyond their moats. The fascination of military metaphors that is strategy 🙂
BTW of course a fixation on gross margin is ok if you have to win the startup race on the internet, everyone will have a go at the next tool, platform, aggregaotor and we know the rules of competition there. But then strategy does not stop there