The focus of my last post was on whether or not I believe Silicon Valley has inflated like a 1999 bubble. I don’t think it has, but the stock valuations are still pretty high. If I were to guess, I’d say the apparent investment upswing is a byproduct of cash sitting on the sidelines. Investors [...]
It’s time to look back two years ago and see what happened. The trough of the unemployment situation started October 2008 and abated some by April 2009. The losses in those months were historic: -554,000, -728,000, -673,000, -779,000, -726,000, -753,000, and -528,000. A normal really bad month is -250,000. These numbers were 3 times that. [...]
My last entry was about the subtle delight my Chumby brings me as a device to have around the house. The value of it is two fold: the ease of use and the ability to connect to the internet. Networking equipment is constantly getting cheaper and better, so the opportunity to innovate up the stack [...]
I tend to be a gadget guy. The latest and greatest always interests me, but at some point about five years ago I changed my view of it. I began to want ease of use and affordability. Cell phones and camera’s became too time consuming and I didn’t really care enough to figure them out. [...]
I like new business models, but sometimes it isn’t a new business model at all, just a new industry to apply it to. That is what Shai Agassi is trying to do. He has a project called Better Place, which is trying to create a viable electric car platform.
The business model Mr. Agassi is using is the same one as cell phone carriers.