Late Week Reading

  • Chip Shortage Creates New Power Players.  The shortage has also sharply bolstered the influence of lesser-known chip makers such as Microchip, NXP Semiconductors, STMicroelectronics, Onsemi and Infineon, which design and sell thousands of chip varieties to thousands of customers. These companies, which build many products in their own aging factories, now are increasingly able to choose which customers get how many of their scarce chips. (NYT)
  • The coming battle over electric-trucks. Hydrogen fuel cells create electricity via a chemical reaction between hydrogen, which is stored in tanks just like diesel, and oxygen. The electricity generated by the fuel cell powers the electric motor in the truck. The hydrogen tanks can be refilled, just like cars and trucks fill up at the pump today. (WSJ)
  • Bitcoin For the Open Minded Sceptic. There has been no shortage of writing about Bitcoin over the past 11 years. This paper does not claim any novel insight. Instead, it is a summary of the conversation we often have with investors seeking to understand Bitcoin for the first time. (MattHuang)
  • How Data is Reshaping Real Estate. Tech start-ups are offering new tools to help retailers and entertainment venues be more efficient by counting crowds, tracking foot traffic and following local shopping habits. The growing volume of data on consumer and crowd behavior is having significant implications on real estate design. It’s making even physical space more interactive for marketers (NYT)
  • AI-driven search engine plans to reimagine search in the coming years with a completely new approach to finding information online. We’re constantly searching for answers to our questions, be it at work, when interacting with other people or in our personal lives. This is exactly what is trying to solve. (Medium)
  • How NFTs Create Value. NFTs have fundamentally changed the market for digital assets. Historically there was no way to separate the “owner” of a digital artwork from someone who just saved a copy to their desktop. Markets can’t operate without clear property rights: Before someone can buy a good, it has to be clear who has the right to sell it, and once someone does buy, you need to be able to transfer ownership from the seller to the buyer. NFTs solve this problem by giving parties something they can agree represents ownership. In doing so, they make it possible to build markets around new types of transactions — buying and selling products that could never be sold before, or enabling transactions to happen in innovative ways that are more efficient and valuable. (HBR)

Last Updated on August 25, 2022 by SK

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