The best thing to happen in climate over the last decade was that the cost of renewable electricity generation fell enough to make it cost competitive with using fossil fuels. What to watch for next? The same thing happening for EVs. nytimes.com/2024/06/03/busin…

What is more surprising is that SoftBank would think that Arm would be more valuable sold to a single partner than remaining independent chipmaker, and therefore available to chipmakers. Restricting value creation ultimately limits value capture. 2/2

Because Arm makes tools to make microchips--instead of making microchips--its technology ends up in a lots of products made by lots of companies. No surprise that an acquisition by Nvidia would raise antitrust concerns of foreclosure. 1/2 nytimes.com/2022/02/07/techn…

Never underestimate the importance of value creation. Does willingness-to-pay actually cover costs? If it doesn't, you're in trouble. And remember that scale doesn't magically fix high variable costs from COGS or delivery. podcasts.apple.com/us/podcas…

Apparently both creating AND capturing value is the hot new thing. Who would have guessed? nytimes.com/2019/10/08/techn…

Another milestone in retreat from coal-fired electricity generation, this time in the U.K. This week marks the first week Britain has gone without using coal to generate electricity since the first coal plant was opened in 1882. theguardian.com/environment/…

Creating a cost-based competitive advantage is about way more than just cutting costs. It is about getting the tradeoffs right. Finding ways to cut costs is easy. Finding ways to cut costs that increase long-run profits is much harder. wsj.com/articles/the-failure…

Like Intel in the late-1990s/early-2000s, Apple is finding that many people's demand for new technology is not keeping up with its supply. The result for Apple is slowing sales as people hold onto their iPhones longer. nytimes.com/2019/01/05/techn…

MoviePass discovers the virtues of breaking even. Also: “Things went too fast,” said Lowe. “People always used to tell me that fast growth can be as bad as slow growth, and I never believed them until now.” variety.com/2018/film/news/m…

ESPN is trying to create some distinctive added value in how it shows sports. Not everyone is a fan. si.com/extra-mustard/2018/10…

Astroscale has recently raised $50 million in a 4th round of funding. finsmes.com/2018/11/astrosca…

Those simple questions often led to interesting discussions about why we do certain things the way we do, and that led to changes." (2 of 2) nytimes.com/2018/10/19/busin…

CEO of Hyatt Hotels, on the value of simple questions: "...I didn’t really know the business; I didn’t grow up in the business. That level of ignorance was super powerful because it just let me ask a whole bunch of stupid questions, which served me extremely well. (1 of 2)

What happens when you launch a business that doesn't actually have a credible strategy for creating and capturing value? Often, it is something like this. businessinsider.com/new-york…

IT jobs once outsourced to India are being "reshored" to the US. The twist? It's being done by Infosys, an Indian company that was one of the original pioneers of outsourcing in the first place. nytimes.com/2018/10/15/techn…

nytimes.com/2018/09/27/opini… Reading this reminded me of hurdles Microsoft built for itself by making its corporate strategy too Windows-centric. This article suggests that Instagram and other units of Facebook are facing a similar "strategy tax."

Turns out that synergies are tricky. vox.com/culture/2017/11/25/1…

Assets that have both high added value and high mobility (Friday's lecture). Leads to a predictable result. nytimes.com/2017/10/22/techn…

Warehouses to support online shopping are beginning to appear in towns vacated by manufacturing. nytimes.com/2017/10/22/busin…

The tradeoff between branded and generic pharmaceuticals in emerging markets. wsj.com/articles/drug-makers…