Friday, May 31, 2019

Days of Futures Past -- Apple edition

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From Matt Novak's essential Paleo-Future :  Apple Computer was an innovative and nimble company in 1987, so it makes sense that people...
Thursday, May 30, 2019

That 72% sounds bad until you look into it, then it looks worse

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As we've been  over before, the only halfway credible narrative that anyone has come up with to justify the stock price of Netflix is th...
1 comment:
Wednesday, May 29, 2019

Many Tesla bulls remain studies in faith

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We could go back and forth on what an appropriate valuation for Tesla, but it's difficult to argue that a reasonable estimate (even a bu...
Tuesday, May 28, 2019

Would Tesla be a healthy company today if it had never crossed the Ponzi threshold?

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I'm perfectly serioius about this thought experiment. LA Times: Elon Musk’s growth story is looking more like a fable as Tesla Inc. ...
Monday, May 27, 2019

Memorial Day Repost

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A good day for a recommendation There is, of course, no such thing as the military perspective -- no single person can speak for all t...
Friday, May 24, 2019

The lure of literalism

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Mainly in social sciences, there's a popular genre of papers built around supposedly showing that commonly recognized nonliteral associa...
Thursday, May 23, 2019

What if venture capital is keeping a viable ridesharing industry from emerging

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This is not a hot take. I'm absolutely serious about this one. Admittedly, all that venture capital flowing into Uber and Lyft put rid...
Wednesday, May 22, 2019

Why Dubai -- the inevitable home of the hyperloop

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This is a point that has come up in conversation and correspondence frequently but I don't know if I've ever made it in the blog. Th...
Tuesday, May 21, 2019

Seems like a good time for a repost -- Netflix + NBC/Universal

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Disney takes full control of Hulu as Comcast steps aside https://t.co/4QcTytqlBQ — Mark Palko (@MarkPalko1) May 15, 2019 Wednesday, A...
Monday, May 20, 2019

“She’s a good ol’ country girl"

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When I get clear of some entanglements, I'm planning a big thread on the surprisingly complex relationship between partisanship and ideo...
Friday, May 17, 2019

A memorial repost

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Friday, March 2, 2018 Explaining the principal-agent problem I thought I posted this years ago. The Butler and the Maid from The ...
Thursday, May 16, 2019

One more note on the Uber fleet -- it makes surge pricing go away*

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[* realized what a bad title this was. Uber can still jack up prices at rush hour; it just won't put any more cars on the road.] I...
Wednesday, May 15, 2019

Well, that pretty much just lays it out in the open

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From a characteristically good LA Times article by Sam Dean “Profitability in the first three-to-five years is not the focus,” said Danie...
Tuesday, May 14, 2019

What if self-driving cars will actually hurt Uber and Lyft?

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Two reasons for me to be nervous about this argument: first, it is very much in the minority and second, it puts position of defending the b...
2 comments:
Monday, May 13, 2019

This does not bode well

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As many have noted , the competition for economic development has a record of corrupting and/or sharply lowering the intellects of state an...