I write original stories about brand history, business failures, and the decisions that made (or killed) companies.
If you like that kind of content, say hi or drop what you’re building / interested in.
Always happy to connect with founders, operators, and people who study how businesses actually work.
Apple may start making iPads and Macs in India, not just iPhones.
The company that spent years concentrating production is steadily spreading risk across countries.
Supply-chain concentration was a strength until it became a liability.
Apple is looking at making iPads and Macs in India, not only iPhones.
The same company that once concentrated almost everything in one place is now spreading the risk on purpose.
Microsoft’s not just selling models—they’re planting 6k engineers inside companies and letting them keep the IP. Classic platform move after the OpenAI bet: stay the neutral layer no matter who wins the model race.
Roots is going private with brand operators (including Joe Mimran) taking the lead.
Heritage consumer brands are increasingly choosing private ownership over the public-market spotlight.
Musk just said Tesla and SpaceX will beat revenue growth estimates.
The gap between the story and the actual numbers is still where most of the debate lives.
After years of killing NFC readers and pushing that doomed CurrentC thing just to keep control of the checkout, Walmart’s finally tapping out. Decade-long bet on their own QR app just quietly lost.
Elon Musk says Tesla and SpaceX will exceed revenue growth estimates.
Two companies still treated by many as “story stocks” keep posting the kind of growth that forces the narrative to catch up.
Cook’s real play wasn’t the $32M/hour number.
He locked in the services flywheel (App Store cut, iCloud, subscriptions) that now prints the cash to fund every hardware swing. Ternus inherits that engine, not just the product roadmap.
Incoming Apple CEO John Ternus has massive shoes to fill as he steps into the role replacing Tim Cook.
Under Cook's nearly 15-year tenure, Apple’s market value grew at an astounding rate of $32 million every single hour. 📈🍏 https://t.co/xlPIz9B0PR
@cb_doge Holy crap 4,600+ acres already and still buying? Elon moves at a different speed. Texas is about to become the absolute center of the AI + robotics world. Let’s go 🚀
@valuetainment Microsoft embedding 6k engineers while letting customers keep the IP is pure platform defense. After the OpenAI bet, this is how they stay the neutral layer no matter which model wins.
@YahooFinance Cook’s real edge wasn’t the hourly market-cap clock. He turned Apple into a services machine—App Store fees, iCloud, subscriptions—that now funds the hardware risks. Ternus inherits that cash engine, not just the product lineup.