IT is urbanizing, McDonald’s gets it, but Woonsocket doesn’t (yet)

My favorite UK TV producer once had to sell his house in Wimbledon and move to an apartment in Central London just to get his two adult sons to finally leave home. Now something similar seems to be happening in American IT. Some people are calling it age discrimination. I’m not sure I’d go that far, but the strategy is clear: IT is urbanizing — moving to city centers where the labor force is perceived as being younger and more agile.

The poster child for this tactic is McDonald’s, based for 47 years in Oak Brook, Illinois, but just this summer moved to a new Intergalactic HQ downtown in […]

The Robots are Coming!

Elon Musk thinks he can increase the speed of his Tesla production line in Fremont, California by 20X. I find this an astonishing concept, but Musk not only owns a car company, he also owns the company that makes the robots used in his car factory. So who am I to say he’s wrong? And if he’s right, well then the implications for everything from manufacturing to the economy to geopolitics to ICBM targeting to your retirement and mine are profound. We may be in trouble or maybe we’re not, but either way it’s going to be an interesting ride.

My friend Jerry Kew from the UK brought this […]

What the heck is happening at Apple?

cook“What the heck is happening at Apple?” people ask me. “Has the company lost its mojo? Why no new product categories? Why didn’t Apple, instead of AT&T, buy Time Warner? And why are the new MacBook Pros so darned expensive?

After first getting out of the way the fact that Apple is still the richest public company in the history of public companies, let’s take these questions in reverse order beginning with the MacBook Pros. In addition to their nifty OLED finger bar above the keyboard, these new Macs seem to have gained an average of $200 over the preceding models of the same size. What makes Apple think they can get away with that?

Apple can […]

Why SoftBank is paying $32 billion for ARM Holdings

Mr. SonSoftBank is buying ARM Holdings for $32 billion. Why would a company not presently in the semiconductor business spend 32 times sales to enter a new industry? By traditional measures it makes little sense. But for SoftBank it makes perfect sense, because here’s a company that has spent more than 30 years making high-risk bets on entering new businesses by apparently over-paying for assets. It’s the way they’ve always done it and it has nearly always worked. In this case SoftBank is paying a 43 percent premium over the recent ARM share price because that’s how much money it took to overcome the resistance of ARM management. And it’s just a guess […]

Thinking about Big Data — Part Two

BigDataIn Part One of this series of columns we learned about data and how computers can be used for finding meaning in large data sets. We even saw a hint of what we might call Big Data at Amazon.com in the mid-1990s, as that company stretched technology to observe and record in real time everything its tens of thousands of simultaneous users were doing. Pretty impressive, but not really Big Data, more like Bigish Data. The real Big Data of that era was already being gathered by outfits like the U.S. National Security Agency (NSA) and the UK Government Communications Headquarters (GCHQ) — spy operations that were recording digital communications […]