Even if the Apple Car is a failure, the supply chain work they have already done will dramatically alter the auto industry. If they deliver a compelling car, the incumbents are in trouble. And what happens if Apple launches with multiple models on day 1?
Roll Your Own Adventure – Semis companies are trading at all-time high valuations, but there is an ocean of competitors out there, including some of the biggest customer for those chips. Fun times.
Over the past 25 years the mobile phone industry has radically altered the way we all live, and yet the industry itself is back to the same structure it had all those years ago.
Recently, a friend of ours at the Haas School of Business asked us to review a case study he was preparing to analyze the poor level of profits that handset […]