Monique Farantzos

$WMG has been underappreciated by the markets. Unfairly in my opinion as it’s a safe heaven during these turbulent times. Tapping the YouTube Business Chief as the next CEO is a smart choice that will help enhance growth.

Unfortunately there’re no immediate solutions to our dependence on China for EV and solar batteries. US-based battery plants are not a silver bullet when we rely on China for many critical parts of the supply chain.

Once upon a time in a CPU far, far away. A small reminder of just how much mobile computing has changed in the past decade.

To this day, more than 10 years after its original release, there’s something deeply appealing about the Palm Pixi. #webOS

Southern dewberries are currently blooming around Austin and are easily recognizable by their beautiful white flowers. In a few weeks the berries will be quite a treat if you can find them before the birds do :)

Semiconductors are eating the car. No wonder automotive electronics will account for 45% of a car’s cost by 2030.

By 2030 every car will have about $600 worth of chips, almost double the $312 in 2013.

Source (PDF): Deloitte

Austin is extra weird today. #TexasSnow

Chip shortages are beginning to hit the automotive sector from Toyota and Honda to Ford & Fiat Chrysler. Today’s cars use between 40 to 150 chips for various systems ranging from sensors to entertainment and navigation. Production is not expected to recover until Q2 2021.

So back in 2001 Google was buying print ads in tech publications to promote Google Ads:

“Register your own name as a keyword and we’ll give you a month’s worth of free ads tied to it.”

Think they’d still honor that? 😄

I’ve rarely come across a graph that so eloquently captures the essence of an era:

In 2020 the Semiconductor market cap surpassed Energy.

And off we goat 🌌