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    18 Jun, 2021

  • Thought Starters

    Warren Buffett's 2020 Shareholder Letter

    Every year, history’s greatest investor Warren Buffett writes an annual letter to accompany the Berkshire Hathaway annual report. Last week, Buffett released his 2020 letter. Last year was a tough year for Berkshire, returning 2.4% compared to 18.4% for the S&P 500 index (the risk of not owning tech stocks in 2020…). In this year’s letter, Buffett discusses a number of points about Berkshire specifically and investing generally.

    8th Mar, 2021

  • Thought Starters

    From Ghost Kitchens to Ghost Franchises

    Ghost kitchens are restaurants that have no dine-in and no customer pick-up. They are built exclusively for the food delivery apps - UberEATS, Deliveroo, DoorDash - and are able to achieve lower costs by occupying non-desirable locations and able to create multiple restaurants in one location (i.e. list a Mexican, Chinese and Burger restaurant on the apps, but cook it all out of the same kitchen).

    8th Mar, 2021

  • Thought Starters

    Shopify's Plan to Build an eCommerce Ecosystem

    At this point, most people have heard of Shopify. The $140 billion eCommerce platform offers retailers a plug-and-play option to set up their online store. Some of the biggest companies in the world - Google, Hasbro, The Economist, Heinz, Red Bull, Tesla - use Shopify’s platform to enable eCommerce on their website. This article takes a look at Shopify’s strategy to build an ecosystem around their core product and the incentive structure they build for retailers to achieve it.

    8th Mar, 2021

  • Thought Starters

    The Rise of Taiwan Semiconductor Manufacturing Company

    Taiwan Semiconductor Manufacturing Company (TSMC) has been a revolutionary company in a critical industry. Yet, what it has achieved is largely under appreciated (despite the fact that if you’re reading this, you’ve likely benefited from their work). Founded in 1987, TSMC pioneered the ‘foundry’ model of semiconductor production, where TSMC create chips for other customers. This is the model that has allowed companies like AMD and NVIDIA to challenge the semiconductor giants like Samsung and IBM.

    8th Mar, 2021

  • Thought Starters

    Results from Stockton's Universal Basic Income Experiment

    COVID has accelerated a number of changes in our society - the rise of online retail, working remotely, adoption of cloud computing. One other change it may have accelerated is universal basic income. Government’s around the world have shielded people from economic shutdowns with direct cash transfers (think Job Keeper and Job Seeker in Australia). For advocates of universal basic income, this gives them a powerful data set to study as they advocate for the benefits of direct cash transfers beyond COVID.

    8th Mar, 2021

  • Thought Starters

    The Digital Transformation of Cars is Just Beginning

    You may not have heard it, but we’re living through a global semiconductor shortage. Perhaps the hardest hit industry is automotive. Demand from the auto industry spiked, just as semiconductor companies like TSMC and Texas Instruments had reallocated their capacity to other, more resilient (they thought) industries.

    1st Mar, 2021

  • Thought Starters

    Bill Gates' Plan to Save Everyone

    According to Bill Gates, there are two numbers that matter when it comes to climate change - 51 billion and zero. The first is the tonnes of greenhouse gas added to the atmosphere every year. The second is what it needs to be.

    1st Mar, 2021

  • Thought Starters

    The 10 Breakthrough Technologies of 2021

    For the past 20 year Technology Review have been publishing a list of the year’s most important technologies. This week they published their list for 2021.

    1st Mar, 2021

  • Thought Starters

    Whistleblowers call out Amazon's Data Security Practices

    Amazon, like all big companies these days, is collecting so much data. Three current and former employees are blowing the whistle and have reported to Politico that Amazon’s customer data may be at risk. Amazon has pushed back on the claims, calling them inaccurate and unsubstantiated.

    1st Mar, 2021

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