Hard or Soft?
The risk profile for venture investing in hardware and software are of course very different, but the market is shifting, making hardware investing much more appealing.
Category Archives: Strategy
Deep Tech is the Future
China is outpacing US VC investments in semis by 6:1, but so much of the future of technology and the economy is dependent on semis. Now is a great time to be a US Deep Tech venture investor.
What Makes a Good CEO?
Early stage start-up CEOs are honed through hundreds of rejections and constant backseat driving, but when they get real funding they need to shed that skin and learn to accept the advice of others and to learn to cede control to their executives.
W(h)ither Arm?
It is now likely that Arm will go public. As a public company they may finally have to face up to the challenges facing them.
Apple Car – Some Math
We ran the numbers on Apple Car and they look highly achievable at any price. The key to success will be their ability to inspire buyers to upgrade their purchase decision, to stretch a bit. Apple did this in electronics, will the magic transfer to cars?
Apple Car Bonus – What could go wrong
So far in this series, we have assumed that Apple is going to actually build a car, but there are many things that could go wrong and ultimately these will weigh heavily on a company that prides itself on being able to say no.
Apple Car – Luxury, Software and Margin
Apple can use its brand and its software to build a “Luxury” car, and use its supply chain to build that car for less, effectively re-segmenting the industry to maximize profit, not market share.
How can Apple Differentiate an Apple Car?
We are going to explore how Apple can extract and redistribute value in the Autos. First, we look at what Apple is best at.
The Reverse Qualcomm Squeeze
The Reverse Qualcomm Squeeze – Qualcomm’s advances in RF products, including this week’s announcement of their filter line – positions Qualcomm to reverse the trend of their smartphone customers building their own silicon.
Content is Eating Infrastructure
Recent analyst studies show that “Content Providers” are steadily taking control of the global communications infrastructure. This will have profound impacts on many industries, and the changes are still in early days.