Garmin's –$40B Pivot
The GPS pioneer took direct hits from Apple (iPhone, Watch) and Google (Maps). But huge R&D investment helped turn the company from an automotive GPS firm to a leader in fitness watches and trackers.
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The GPS pioneer took direct hits from Apple (iPhone, Watch) and Google (Maps). But huge R&D investment helped turn the company from an automotive GPS firm to a leader in fitness watches and trackers.
Nvidia's $110B vendor financing strategy mirrors Lucent's telecom bubble playbook. Analyzing customer concentration, GPU-backed debt, depreciation schedules & cash flow patterns to assess AI bubble risks.
This week's bankruptcy of iRobot, the maker of the Roomba vacuum, is about more than a robot cleaner. It's about monopolies, Wall Street, and economists leading America on a path of destruction.
[July 21, 2023] There’s a newer version of this post , including an updated calculator . Founder salaries are not a topic I’ve had to spend ...
In my new role as VP of Engineering , there was one question I was dreading more than any other: “How are you measuring productivity?”
I got an iPad for our home when the wifi version first came out. I used it for a day and then wrote a post about the iPad on the iPad. I was not very enthusiastic about the device. At the end of the review I said: Over time it may turn into a mainstream […]
You don't need to be twice as good to get twice the results. You just need to be slightly better. Learn how to use the powerful 1 Percent Rule to get ahead.
If you’re reading this, there’s a very good chance you’ve seen this famous image of three iterations of SpaceX’s Raptor rocket engine.
“Hell is other people.” Sartre I’ve come to view the idea that you absolutely need a co-founder as one of the most harmful memes in Silicon Valley. It’
OpenAI is now set to become a Public Benefit Corporation, with its investors entitled to uncapped profit shares.
The nation has spoken: weird pointless $400 wi-fi enabled juicer company Juicero is the perfect symbol of Silicon Valley. So says the Washington Post: Juicero Shows What’s Wrong With Silicon …
“I don’t believe anything really revolutionary has ever been invented by committee… I’m going to give you some advice that might be hard to take. That advice is: Work alone……
Perhaps macroeconomists should think about studying this interesting question.
Mark Zuckerberg, Meta’s chief executive: In retrospect, he said, the “trajectory of the agentic development over at least the last four months hasn’t really accelerated in the way that we expected,” and that the company’s bets on the new structure “haven’t come to fruition yet.”
The FTC just found evidence that American oil companies colluded with the Saudi government to hike gas prices, costing the average family $3,000 last year. The question is, what can we do about it?
Digital advertising is a scam from top to bottom. In fact, it’s several scams stacked on top of each other, wearing a trenchcoat, and some of the foundations of fibs are so effective that oth…
After 15 years, Google banned me from Google Voice . This post is a summary of what happened, with the hope that it might help someone in the future who runs into the same situation. At the end , I have some thoughts about the latent danger of being banned from Google at any time with no notice.
Lessons from leaders at New Relic, Credit Karma, Reforge, Hubspot, Trulia, Intercom, VSCO, and more
Part 1 of a series on the New York Times, in which I take a close look at how (and when) the New York Times tests multiple headlines for a single article.
Coming to a Panther Lake notebook near you!
programming, philosophy, history, internet, startups
Some thoughts about the people who use the name of VLC media player to spread adware/spyware while infringing the VideoLAN ‘s intellectual property and brand…
Just a couple of weeks after Research in Motion turned in a good earnings report, the death watch over the company has resumed, with Busines...
The Federal Court has issued a landmark decision (Blacklock’s Reports v. Attorney General of Canada) on copyright’s anti-circumvention rules which concludes that digital locks should not trump fair dealing. Rather, the two must co-exist in harmony, leading to an interpretation that users can still rely on fair dealing…
A criticism of some of my writing is that it’s too mercenary. Some see my advice as coldly calculating, too focused on individual outcomes over collective ones, and implicitly distrustful of others. I think this is fair criticism! It’s not exactly what I’m going for, but it’s a fair reading. However, there’s more to…