Hail the Unsung Hero – the FAE
Sales support engineers – or Field Application Engineers – can be an incredibly valuable resource for any company selling technical products. Too bad few companies really appreciate this value.
Category Archives: Business Model
Money Changes Everything – Leading Edge Fabs
TSMC has enjoyed 20+ years of a suppressed currency. Rather than squander that windfall on far-flung acquisitions, it has invested in its own talent pool, leading to the big advantage it has today.
Bending Metal: The Changing Server Business
Processors only make up ~20% of the cost of a server. We take a look at the business behind the rest of the bill of materials.
Hardware is Hard
Hardware is Hard – Fun with numbers – A hardware company could spend $3 million to launch their first device. A software company could get to revenue faster and still have a $1 million to market a product with recurring revenue.
How does Amazon do it?
How does Amazon do it? – Amazon seems to have created a new model for building conglomerates
Financial models – This is the Way
Financial models – This is the Way. Build simple, cash models. Models do not give answers, they show constraints and trade-offs, and are a tool for making informed decisions. We have a few suggestions on the right way to build them.
Org Chart as a Service
Org Chart as an Service- Amazon’s growth is built on an incredibly flexible organizational structure
Why is no one investing in games?
Traditional ventures have some good reasons for shunning investing in games, but that leaves a big blind spot for someone else to fill.
A Proposal for Intel – Time to Go Private
Intel has been in the news lately, largely because of its CEO transition, which gives the impression of a company in turmoil. In truth, the root of Intel’s problems lay […]
How to Rebuild Research
To continue with this cycle on equity research (here and here and here) we thought we would try to imagine a new model for research. First, we have to differentiate […]