Everything is fine…
Topic Good / Bad (since Jan 2025) Confidence Inflation rate (CPI YoY) 🟢 Slightly lower; gradual downward drift ⭐⭐⭐⭐ Price level (cost of living) 🔴 Higher (prices compound upward) ⭐⭐⭐⭐ Unemployment rate 🟢 Near multi-decade lows ⭐⭐⭐⭐ Job growth pace
Everything is fine…
Topic Good / Bad (since Jan 2025) Confidence Inflation rate (CPI YoY) 🟢 Slightly lower; gradual downward drift ⭐⭐⭐⭐ Price level (cost of living) 🔴 Higher (prices compound upward) ⭐⭐⭐⭐ Unemployment rate 🟢 Near multi-decade lows ⭐⭐⭐⭐ Job growth pace
Team IQ: a short book on how teams work together
A few years ago as Knotel was getting really big headcount-wise, I found our people weren’t working together super well and wanted to learn about all the stuff you hear about in management books and leadership classes. So I did
Team IQ: a short book on how teams work together
A few years ago as Knotel was getting really big headcount-wise, I found our people weren’t working together super well and wanted to learn about all the stuff you hear about in management books and leadership classes. So I did
Why wasn’t China at Davos?
“Never interrupt your enemy when they are making a mistake” -Napoleon From 1775 onward, the recurring plot twist is this: the power that best manages coalitions and finance usually beats the power that wins battles. Britain turned that into an
Why wasn’t China at Davos?
“Never interrupt your enemy when they are making a mistake” -Napoleon From 1775 onward, the recurring plot twist is this: the power that best manages coalitions and finance usually beats the power that wins battles. Britain turned that into an
The Rhineland in the Age of AI
That border strip at the Rhine on used to be about moving atoms: coal, steel, troops, grain. Power equaled tonnage times timetable. Rail, river, and road were the operating system of empire. Whoever scheduled the trains won the war. Now
The Rhineland in the Age of AI
That border strip at the Rhine on used to be about moving atoms: coal, steel, troops, grain. Power equaled tonnage times timetable. Rail, river, and road were the operating system of empire. Whoever scheduled the trains won the war. Now
Morrissey’s politics and his lost album
Alert! New album coming soon. Seymour Stein signed The Smiths on first listen in 1982ish and then Morrissey solo at the first opportunity. Here’s the discussion on them with the legendary A&R man who also signed Madonna, The Ramones, Depeche
Morrissey’s politics and his lost album
Alert! New album coming soon. Seymour Stein signed The Smiths on first listen in 1982ish and then Morrissey solo at the first opportunity. Here’s the discussion on them with the legendary A&R man who also signed Madonna, The Ramones, Depeche
Is Tesla overvalued?
TESLA AT ~300X P/E — HISTORICAL CONTEXT WITH AMAZON, APPLE, MSFT, NVIDIA (All text preserved, no rich formatting, headings in CAPS) AMAZON (AMZN) Peak valuation moment: Peak P/E (TTM): approximately 563x Dec 2015 quarter: P/E 563.23 with price $33.79, EPS
Is Tesla overvalued?
TESLA AT ~300X P/E — HISTORICAL CONTEXT WITH AMAZON, APPLE, MSFT, NVIDIA (All text preserved, no rich formatting, headings in CAPS) AMAZON (AMZN) Peak valuation moment: Peak P/E (TTM): approximately 563x Dec 2015 quarter: P/E 563.23 with price $33.79, EPS
Developers, developers, developers!
That famous line is now Basketball, basketball, basketball. In this interview, Ballmer quite rehabilitates what I thought about his tenure at MSFT: the age of Azure (he owns more of MSFT than Bill Gates.)
Developers, developers, developers!
That famous line is now Basketball, basketball, basketball. In this interview, Ballmer quite rehabilitates what I thought about his tenure at MSFT: the age of Azure (he owns more of MSFT than Bill Gates.)
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