My Patrix site
Going where the money is
The bank robber Willie Sutton did not say, when asked why he robbed banks, “because that’s where the money is.” He did agree with the idea however saying “Go where the money is…and go there often”. Regardless of it being…
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Apparel is next
If software can be injected into an industry’s product it will bend to the will of the software writers. This theory expands on Marc Andreessen’s observation that “software is eating the world”. The evidence is that…
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Interview With Horace Dediu: What To Expect When Apple’s Expecting
My thanks to Eric Jackson for his thought-out questions on Apple. As published in Forbes, here is his Interview With Horace Dediu: What To Expect When Apples Expecting. A few excerpts: Q: Do you expect to see a sapphire…
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Asymcar 17: 27 Quadrillion BTUs
Part I is a review of the “automotive stack” and note how there is no singular event that seems to affect disruptive change. From changing jobs to be done, modular design and manufacturing processes, powertrain…
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The Critical Path #119: Creativity and Engineering
Predictions of the iPhone Portfolio, big screen phones and what they are good for, and a tentative review of Ed Catmull’s “Creativity, Inc” 5by5 | The Critical Path #119: Creativity and Engineering.
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Cash exceptionalism
Prior to implementing a dividend and share buyback plan, Apple had accumulated about $120 billion in cash and marketable securities. In the eight quarters since implementing the cash return plan, Apple has paid about…
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Beleaguered
Amazon’s recent disputes with publishers (Hachette and Disney) shows a degree of market power that is closer to monopsony than to monopoly but this power is nevertheless real. It may not not be something that requires…
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On Capital Allocation
One of the paradoxes of the “post-industrial” era is the aversion to application of capital to growth opportunities. Generally speaking, capital has become trapped in bank accounts as opposed to equipment which could be…
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Best guess for how many iOS devices will ship in 2014
In October 2013, at the end of its last fiscal quarter, Apple stated: The Company’s capital expenditures were $7.0 billion during 2013, consisting of $499 million for retail store facilities and $6.5 billion for other…
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Open always wins
ABI Research estimates that AOSP (or forked Android) is the fastest growing mobile operating system with a total share of units shipped of about 20%. This is not surprising considering that most Chinese vendors don’t…