Elon Musk and Tesla: A Business Parable for Our Times
Everybody is Fallible, Lessons Can be Learned
Topic
Tesla
A collection of 12 issues
When CEO and Company Are Synonymous, Risks Can Overshadow Rewards
Like an auteur of the 1960s and 1970s, I feel compelled to revisit certain themes, not so much to repeat them as to explore them further.
An early composition on this forum dealt with the evolving behavior of ultra-rich industrialists. In the age of the Robber Barons, the obscenely wealthy
Tesla and the Fickle Magic of Sentiment
One challenge associated with expounding on events is having to choose from a multiplicity of subject matter. On any given day — today, for instance — I could take this vehicle and drive it in any of several directions.
But since I’ve invoked a driving metaphor, let’s go with Tesla’
Musk’s Empire: Why Tesla Might Suffer from Rise of SpaceX
The Cloud Era Abides: Why Nvidia Has Not Subverted the Status Quo
In closing yesterday’s post, I wrote the following:
One analyst yesterday said that Microsoft’s mildly disappointing cloud results, combined with its ever-expanding capital expenditures, represented a “transfer of wealth from Microsoft shareholders to Nvidia shareholders.”
Tomorrow I will challenge such a facile view, which is, at best, glancingly
Microsoft Latest Results: Missed Cloud Expectations Amid Infinite AI Horizons
I had intended to write earlier and more often this week, but as often happens, life had other ideas. My good intentions were ambushed on this occasion by an ear problem, the details of which I will elide in the interests of decorum. After all, some of you might be
Next Week’s Earnings Face Elevated Scrutiny After Tech-Stock Wobble
Reports from the market’s coalface suggest investors might be slowly rediscovering the benefits of diversification. They are learning the hard way a lesson that experience had taught their forebears: If you put too much of your investment capital in one place, whether a single stock or a market sector,
Amid Algorithmic Tech-Market Euphoria, Fear Takes a Holiday
We live in interesting times, which is not always a good thing, as a well-known Chinese proverb says. Nonetheless, the ambiguities and paradoxes of the era in which we live, as well as its careening pace of change, present excellent opportunities for analytical minds to observe and appreciate the delicious
Twitter’s Role in Strengthening Musk’s Grip on Tesla
Years ago, when I worked for a technology company that developed and sold infrastructure software (an intentionally ambiguous description to protect the guilty and the innocent), I had a colleague who espoused a refreshingly frank worldview. He believed that the decisions of our board and senior executives could be attributed
How to Distinguish Digital Public Squares from Royal Courts
I reminisced the other day about the golden age of Usenet. Admittedly, those days weren’t long in number, but they were good while they lasted.
In the early 90s, I subscribed to a few Usenet forums (fora, if you insist), including a few related to my favorite bands, sports