Tag Archives: Constraint

Apple’s Watch – Offense or Defense?

Apple’s watch is the future of the company.  The watch will shrink in size, radio quality will improve, capabilities will grow and eventually watch revenues will pass the iPhone. No, no, no. Apple’s watch is a defensive play. Look for … Continue reading

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$TSLA’s Race Against Constraints

GP’s with a name portfolio company are coy with their humblebrag as they pitch new limited partners.  This isn’t the kid down the street who puts his Bo Jackson rookie card at the front of his card collection.  This is … Continue reading

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