Benedict Evans at Andreessen Horrowitz published a slide deck yesterday outlining his analysis showing that there is no ‘Bubble’ in tech. I read through the whole thing several times, and […]
The big news yesterday was Twitter’s announcement that they are going to change CEOs. The company has been struggling with public market investors since its IPO, and this change has […]
This post is not about Bubbles, or the popping of Bubbles. If that were the subject, I would have to spend the first few hundred words arguing why I think […]
The semiconductor industry is not really a growth industry anymore, and resembles the steel industry as much as anything. That means scale matters, leaving M&A as the most likely path to growth, and possibly survival.
Execution and Strategy Having stood on both sides of the line – analyst and corporate executive – I have done a lot of thinking about how companies succeed and what […]