In recent months, Mark Zuckerberg and Elon Musk have been trading barbs, going as far as discussing a “cage match”—a literal fight. This has followed a volatile few years for their respective companies. In October of last year, Musk took over Twitter and immediately started making changes: [...]
A tale of two CEOs
When I was in school, corporate executives often visited for guest lectures. Two of these presentations still stand out in my mind. The first was the CEO of a company then called Flextronics—now simply Flex. It's a contract manufacturer that assembles products for other companies. Apple, for [...]
Tesla
In his own words, it’s been “an intense 7 days” for Elon Musk. Last Friday, Tesla demonstrated a new prototype product, a robot called Optimus. On Sunday, Tesla announced that it had delivered a record number of new vehicles in the third quarter. And on Wednesday, a rocket built by SpaceX, one of [...]
Stock Tips
As you might guess, my favorite episode of Seinfeld was one titled “The Stock Tip.” It starts with a conversation between George and Jerry. “My friend Simons knows this guy Wilkenson,” George says. “He made a fortune in the stock market. Now he’s got this new thing.” George goes on to explain that [...]
Now what?
I have a relative—let’s call her Jane. Last year, in the early days of the pandemic, Jane had the foresight to buy shares in vaccine maker Moderna. With the benefit of hindsight, it was a smart decision. But in Jane’s view, it was not a difficult decision. It was no secret that the company was [...]