Tag: Random Thoughts

Technology company isn’t necessarily asset-light.

GE was also a leading “technology” company in its days.

A technology company has no boundary.

It’s a group of brightest minds that bind together and shine wherever they sees darkness.

The TAM expansion is what makes “technology” companies amazing investments.

Tesla is not asset light.

Tesla is a technology company that is expanding its TAM.

Engineers that can only make cars make a company a car company. But if these engineers can do all sorts of designs and create new stuff, they make a tech company.

1/ Trump has a family business to grow.

The world can’t go too chaotic.

(Rich) people can’t hate the Trump brand.

2/ Trump wins by tough negotiations.

This I am not sure. But if two sides are not talking, how could negotiation happen?

If negotiation is not happening… that’s where Trump does the best.

However, if people all believes it’s only negotiation… then it becomes tougher for Trump to gain in negotiation.

That’s why I am not sure.

Some people will be priced out if tariff significantly increases drug price.

That to some extent is like “killing” those people.

Of course, prices on drugs shall increase over time for different reasons.

Would you argue that if a drugmaker raises price, it’s “killing” people?

It will be interesting then.. as pharmaceutical companies are saving and killing people at the same time. They are still saving people net net.

For investors in pharma, if they expect higher profits, are they also killing people as companies need to raise price? But if you invest in drugs, you should be saving people right?

What a humanitarian cap on the industry!

For many in the US, tariff discussion should be very educational.

For one thing, people now know more about where things are produced and where different parts are coming from.

It asks people to debate what’s really needed to happen in the US and what’s not. And the feasibility of any changes.

Also, without all those analysis and breakdowns, many people probably just complain, but rarely value the importance of global collaborations – that it’s hard to have everything happen in the US.

The entire debate and the prospect of an iPhone city (the whole Boston population is needed) let people understand why those decisions were made in the first place.

The debate is magnified by the financial market. All participants globally need to think about this.

For wealthy people, a more expensive iPhone means nothing. They might see the impact of deglobalization as limited if it’s just things are just getting expensive. But the upheaval and collapse of the financial market will let the wealthy know it’s more than the living cost.

Is this only for Ukraine?

Probably the conversation was made publicly intentionally as the words were for other parties as well.

Those who would count on the US to defense themselves shall be shocked to realize how much compromises they need to give to Trump.

Back in 2016, I saw this day coming – AI is creating music that is really good.

However, I like natural “things”.

How to have more human elements?

I would argue live concerts are more “human”.

The unique performance, the friends and family who join you, the broader audience, even the historical background, could make a concert a more meaningful experience than any song.

That piece of memory is unique – it’s hard to replicate the exact same “experience”. Even if the singer may perform similarly across concerts, the audience is different. And audience is part of the whole performance.