“Where is my supply chain?”
Source: Homa Appliances / Unsplash.com The good news is, Apple is still making iPhones. The bad news? Apple’s still making iPhones in China. So, sure, President Trump briefly toyed with slapping a 125% tariff on everything made in China, but the iPhone was quietly spared. Why? Because neither China nor America really wants Apple to […]
Doing things is energizing
Action is Fuel. We often think we’re tired because we’ve worked too much. Usually, we’re tired because we’ve done too little…too little of what truly matters. Doing meaningful work isn’t draining; it’s energizing. It creates momentum. It fuels purpose. Rest isn’t about sitting idle, waiting to recharge. Rest is found in action, doing things that […]
Stripe’s 2025 Letter explained
For me, Stripe’s annual letter is a moment that I’m waiting for. There are so many leadership and business lessons in each letter. Here are the most important insights for me: 1/ Stripe is no longer just a payments company, it’s an economic engine. With $1.4 trillion in total payment volume in 2024, Stripe now […]
The rise and fall of Skype
Some ideas on this topic: 1/ Skype was once the gold standard of internet communication, a prime example of how software could disrupt legacy industries. By leveraging peer-to-peer (P2P) networking, it bypassed traditional telecom infrastructure, making international calls practically free. It scaled rapidly, becoming the default for voice and video calls globally. But like many […]
Apple’s main reason to launch iPhone 16e
Beyond a new entry phone, there is a long game here: total vertical integration. Here are some reasons why Apple is moving in this direction: 1/ Cutting dependency on Qualcomm Apple has been reliant on Qualcomm for 5G modems, a relationship marked by legal battles. By bringing modem development in-house, Apple is doing what it […]
Why Foxconn can now build EVs and take a stake in Nissan?
There are at least 5 reasons for pursuing this strategy: 1/ Escaping the low-margin trap Foxconn’s core business (ie. contract manufacturing consumer electronics) is a relentless, low-margin game. The shift into EVs is a strategic necessity. Apple’s iPhone supply chain won’t sustain growth forever, and as I often note, contract manufacturers are at the mercy […]
The Infinite Reading List
The Infinite Reading List The list grows faster than I can read. Articles, books, essays – I save them all, convinced that the next one will unlock something I don’t yet know. But the more I read, the more I realize how much I haven’t. The paradox of curiosity is that it expands faster than […]
Where you live shapes who you become
Where you live shapes who you become Proximity to the action isn’t just about convenience, it’s about exposure, opportunity, and serendipity. Agglomeration effects are real. Ideas collide, energy amplifies, and momentum builds when you’re in the midst of it. You can try to recreate the magic from a distance, but it’s never the same. Being […]
Working on a start-up
Working on a start-up Having worked in large companies before, I know the allure of scale, stability, and structure. But at some point, you need to feel the pulse of a small group—whether it’s a startup or a scrappy, mission-driven team. There’s an energy in small groups that’s impossible to replicate in big organizations. It’s […]
Doing things fuels momentum
Doing things fuels momentum. It’s not just about checking boxes, it’s about creating a rhythm that propels you forward. Action generates energy, a sense of progress that builds on itself. The irony is, the more you do, the more energy you have to do even more. Wasting time, on the other hand, drains you. It’s […]