There are more things to talk about than Donald Trump, though I doubt that Donnie agrees with me. But we have to get on with our lives which, at least in my case, means getting on with my reading. Where does all the crap I write here come from but reading, talking to people, and waiting in line at Starbucks? Nowhere else! And if you want to be like me you may choose to read a new book by Michael Lewis, The Undoing Project: A Friendship That Changed Our Minds. Of course the book is very good and it’s very well-written and it will tell you a lot about how decisions […]
Welcome to the Post-Decision Age
What the heck is happening at Apple?
“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
SoftBank 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 Three (the final and somewhat scary part)
In part one we learned about data and how it can be used to find knowledge or meaning. Part two explained the term Big Data and showed how it became an industry mainly in response to economic forces. This is part three, where it all has to fit together and make sense — rueful, sometimes ironic, and occasionally frightening sense. You see our technological, business, and even social futures are being redefined right now by Big Data in ways we are only now coming to understand and may no longer be able to control.
Whether the analysis is done by a supercomputer or using a hand-written table compiled in 1665 […]
Apple and Didi is about foreign cash and the future of motoring
Apple this week invested $1 billion in Xiaoju Kuaizhi Inc., known as Didi — by far the dominant car-hailing service in China with 300 million customers. While Apple has long admitted being interested in car technology and has deals to put Apple technology into many car lines, this particular investment seems to have been a surprise to most everyone. Analysts and pundits are seeing the investment as a way for Apple to get automotive metadata or even to please the Chinese government. I think it’s more than that. I think it is a potential answer to Apple’s huge problem of foreign cash and a grab for leadership in what may well be […]
