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We cover three topics: 1. Safety and air travel: the bases of performance that don't get credit 2. The unintended consequences of litigation: US v. Microsoft and lessons learned for Apple v. Samsung 3. Product Portfolio theory: is focus impossi
We cover three topics: 1. Safety and air travel: the bases of performance that don't get credit 2. The unintended consequences of litigation: US v. Microsoft and lessons learned for Apple v. Samsung 3. Product Portfolio theory: is focus impossi
Adam explains why he read the script for the as-yet-unfinished Tarantino movie, Django Unchained.
The crumbs of data falling off the Samsung v. Apple trial table get some scrutiny. Horace expands on some of the hints from the partial release of information and then continues with a discussion of how market data is collected and whether it s
The crumbs of data falling off the Samsung v. Apple trial table get some scrutiny. Horace expands on some of the hints from the partial release of information and then continues with a discussion of how market data is collected and whether it s
Horace takes another look at the aviation industry and asks whatever happened to air taxis. Then we go back to the manufacturing miracle of WWII in order to ask what might be the limits to growth. That helps us describe the "top down" opportuni
Horace takes another look at the aviation industry and asks whatever happened to air taxis. Then we go back to the manufacturing miracle of WWII in order to ask what might be the limits to growth. That helps us describe the "top down" opportuni
We turn our attention to the notion of competition. It's a concept that has many contradictory connotations. What we anticipate as sporting or fair is never the way business or war is conducted. How should you think about this and why does it m
We turn our attention to the notion of competition. It's a concept that has many contradictory connotations. What we anticipate as sporting or fair is never the way business or war is conducted. How should you think about this and why does it m
This episode is recorded on the day after Apple's second quarter earnings release. We go through all the income statement updates and discuss what went wrong (almost everything) and what went right (precious little). We use statements by manage
This episode is recorded on the day after Apple's second quarter earnings release. We go through all the income statement updates and discuss what went wrong (almost everything) and what went right (precious little). We use statements by manage
Adam Savage talks about raw materials and techniques for making--where to find materials and learn new techniques. Adam, Will, and Norm discuss vacuum forming, resins, and a whole lot more. Enjoy!
Dan and Horace cover the valuation question regarding Apple and tech in general as seen through investors' eyes. We also look at who is most vulnerable in the ongoing mobile computing disruption and who are the up-and-coming challengers. Finall
Dan and Horace cover the valuation question regarding Apple and tech in general as seen through investors' eyes. We also look at who is most vulnerable in the ongoing mobile computing disruption and who are the up-and-coming challengers. Finall
Adam, Norm, and Will share their Comic Con experiences, including tales from W00tstock, what it's like to be a ringwraith, and more!
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