NCNRs Industry Structure: Fabs are in Favor – LTAs are the Tell – Fabricated Knowledge had this interesting article on the role of NCNRs – which means non cancelable, non refundable orders. Chip foundries have to spend an enormous amount of money to be at the cutting edge of manufacturing. They also need to retain […]
Gentler place to work Saying out loud the quiet bit about work-life balance; tectonic plates of streaming move again – I’ve found myself thinking about one panel in particular – the participants in the session on advice for aspiring leaders went beyond the usual platitudes, and shared a couple of uncomfortable truths about an industry […]
Origin of the movie Heat Until watching this video on Heat I didn’t understand its link to Michael Mann’s earlier projects Crime Story and L.A. Takedown; which were basically attempts to make the same story for film. One of the reasons why Heat looks so realistic is that the film used a number of ex-special […]
Alibaba lost ambition Two interesting things have come out today on Alibaba: Alibaba moves closer to home with Hong Kong dual-primary listing | Financial Times – this is interesting because it implies that Alibaba either couldn’t remain in the US stock exchange with the new Chinese tiered data enterprise ruling: China plans three-tier data strategy to […]
The Power Law lays out VC history The Power Law: Venture Capital and the Art of Disruption does for the technology venture capital industry what Accidental Empires and Where Wizards Stay Up Late did for the technologists that they financed. About the author Sebastian Mallaby Prior to reading The Power Law Mallaby wasn’t a familiar […]