John OverholtWho called it an index instead of
Brian Gordon
- 182 Followers
- 284 Following
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I do research on strategy and innovation, work with firms innovating on the scientific and technology frontiers, have a background in the cognitive sciences, and read widely in philosophy of science, metascience, and cognitive neuroscience/cognition.
Brent GoldfarbThat’s about right. I learned that the narrative pushed Tesla a long way, and perhaps without it, Tesla may not have had resources to scale.
But Tesla’s mass production capabilities are not a differentiator, nor the batteries.
Adrian Saville.@brentdg2 @strategy - Musk's hype, bluster, and hubris have defied gravity and common sense for an amazingly long time, and take on proportions of the South Sea bubble. Free cashflow ROIC is like gravity. It pulls hard. As a rocketeer, Musk knows all about this fierce force - even if he pretends for a while that it doesn't exist. After the fall, the case study. #Lookingforheadshakingemoji.
This, written five years ago, seems to have weathered the test of time fairly well. $TSLA #tesla #musk
Of course, with a $340B valuation, this is still way above where it was in 2017, but the logic of the case I put forward holds up well. Tesla the car company is way overvalued. So expect continued free fall unless Musk can turn the magic story switch back on.
@strategy
https://www.vox.com/the-big-idea/2017/6/26/15872468/tesla-gm-ford-valuation-justifying-disruption
For a long time analysts have been running around saying winter is coming. https://www.wsj.com/articles/with-new-evs-arriving-brand-loyalty-goes-out-the-window-11672182485 @stategy
LiliAcross a bunch of scientist biographies, I noticed that a lot of scientists were part of a club to discuss science. It's usually something mostly informal that meets about once a month. Some scientists that I know were part of such clubs and developed ideas there are Norbert Weiner, Ramon y Cahal, Alan Turing, Pyotr Kapitsa, among others. Counting down to the new year, I'll be posting about the societies that have fascinated me.
rohit krishnanmy current take is that business today is like science in the age of alchemy: people mixing things together going "look, phosphorus!", crediting success to their brilliant identification of universal truths and the failures to vagaries of the gods.
Frances Coppola 
My new piece at @themintmag discusses the #Crypto industry's abject failure to live up to its promises, and considers what might become of it. Will it die out - or will it live on in the DNA of the financial institutions of the future? https://www.themintmagazine.com/from-bank-vaults-to-the-crypt/
Toby WalshChatGPT Caused 'Code Red' at Google, Report Says https://cnet.co/3hPqRks via @[email protected]
Isabela GranicI'd love some help finding communities here that chat about:
#poetry
#complexity science
#psychology
#literature
#tech for good
#writing
#community building
#evolution
#watercolour painting
#intersubjectivity
#social connection
#mental health
#games
#collaboration
#alternative education
#teaching
#mentorship
#intergeneration
#poetry
#complexity science
#psychology
#literature
#tech for good
#writing
#community building
#evolution
#watercolour painting
#intersubjectivity
#social connection
#mental health
#games
#collaboration
#alternative education
#teaching
#mentorship
#intergeneration