Sublime
An inspiration engine for ideas
The Internet RevolutionI already explained what happened to newspapers when distribution erased local newspapers moats in the blink of an eye; as I suggested at the beginning, though, this was not an isolated incident but a sign of what was to come. Back in July I laid out how the acquisition of Dollar Shaving Club suggested the same process was ha... See more
Ben Thompson • The IT Era and the Internet Revolution
Chip War (Chris Miller):
1) Intel rebuffed Apple because they wanted to protect their high margins and thought iPhone chips would never attain high volumes
2) Flow chart of chip value chain (Licensing, Design, Fabrication, Lithography)
3) Types of Chips (DRAM, Flash, Logic)
4) Chip End-Markets (PC, Mobile, Servers, Appliances / Cars)
Opinionated SaaS
Curating highly opinionated SaaS insights that will outlast the information age
Mike Brummett • 2 cards
On the morning of May 11, 2021, Sam Bankman-Fried made his first television appearance. He sat at his trading desk and talked into his computer screen to two female reporters on Bloomberg
Michael Lewis • Going Infinite: The Rise and Fall of a New Tycoon
Consumer and enterprise are increasingly blurring together.
Nikhil Basu Trivedi • Consumer Technology Is Alive and Well
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