POSTS IN Strategy

Uber and the Autonomy Market Gap

Just as I had no plans to write about Tesla a few weeks back I had zero to write on Uber. But the takes on its IPO have been obscured by tomorrow’s fuzzy reality around autonomous vehicles.   Full autonomy and ‘Robo-Taxies’ in the medium term are a total myth. I covered technically in depth […]

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Silicon Valley’s Information Asymmetry Problem

Sometimes when I see something that’s written about how startups should proceed written by the folks with a voice and brand – many times people with the capital to fund them – I chuckle. The information asymmetry between what may be risky and unproven and what’s easy to tweet as fact is often large. For […]

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On The Future of Tesla and Full Self Driving Cars

Last week when Tesla launched its dedicated autonomy ASIC, a lot of the focus was on this new hardware which allowed redundancy and incredibly fast neural processing. Undertaking this hardware development and executing on it during Tesla’s production hell is an unprecedented feat for any company, never mind a carmaker. As I wrote in Tesla’s […]

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On Tesla’s Incredible Platform Advantage

Since the Model S was released anyone who has ridden in the car says it feels like magic. The model 3 extended on this, arriving late but suggesting Tesla – as a car company – honed an ability to produce experiences far above most others, even though they started from scratch. There are reasons why […]

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On Startup Capital Efficiency

There are occasionally news events about a startup being acquired for around the money-in after raising large amounts of venture capital. One of the conversations around funding that isn’t really ever discussed much from my experience — and I even mean between founders and their investors — is the discussion of capital efficiency and the […]

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Making Trapdoor Decisions

A “trapdoor” function in cryptography is one that is easy to perform one way, but is difficult to apply in reverse efficiently. The analogy to a “trapdoor” is something like this: It’s easy to fall through a trapdoor, but it’s very hard to climb back out and get to where you started unless you have […]

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Reach vs Revenue

Lately there has been a ton of talk about overambitious startups raising too much money to get to unicorn status. It goes like this: the startup is growing, but in order to grow into its crazy valuation, it needs to pour money into paid acquisition channels and meanwhile its unit economics suck. One reality of […]

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System Wide Network Effects in Mobile

In tech and in business (and in economics), network effects measure the value of a product or service against the number of people using it. When a network effect is present, the network becomes more valuable to each user when a new user is added. The internet is perhaps the most famous stack with network […]

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Podcast: Indoor Location and ‘Post Mobile’ Computing

Podcast with Benedict Evans talking about ‘first brain’ computing, indoor location, and smart devices as ‘mouse cursors for the physical world‘.  

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First Brain Computing and the Mouse Cursor for the Physical World

We are quickly approaching an era where smartphones, watches and computers are extensions of us as human beings. They predict what we want to buy, when we should be hungry, what type of music we want to listen to, at what time. They even help cars navigate to where we stand, the driver simply a […]

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