Isn’t it early for silly season?

Apple is not perfect. Just because the company has imperfections, however, is not in of itself a reason to panic. Is it reliant on its top product (the iPhone) for profits? Sure. Couldn’t you levy the same criticism on Coca-Cola? Tesla? Google? If the product you make has a sufficiently durable competitive advantage (“moat”), there’s […]

Thoughts on Twitch

Why the hell would I want to watch a stranger play a video game?? I distinctly remember thinking this when I first encountered Twitch around the time of its launch in late 2011. Afterwards, I put that thought and the company out of my mind for 2+ years until the other day, when I read […]

Russia’s foil? American natural gas exports

For those of you who have ventured over to the ‘Library’ section of my site, you’ll notice one book that is neither financial nor fiction. George Friedman’s The Next 100 Years introduced me to the idea of geopolitical thinking, the field encompassing geography, politics, and foreign relations. First of all, I was marveled by the […]

Intel Good, Microsoft Bad

I’m impressed with Intel. I’m unimpressed with Microsoft. Together, these two companies ruled the PC era. While numerous PC manufacturers came and went, you could count on these two companies contributing to each desktop you brought home. That era, however, is over. As Benedict Evans shows in this chart, smartphones are about to pass PCs […]