Last year I wrote this post on the changing structure of technology companies and return to vertically integrated corporate structures as well as the return to on-shore supply chains. I wrote that post in the pre-Covid-19 world, but this trend has been accelerated by Covid-19. It will have broad ramifications. The global power structures, chains of commerce and confrontation points are shifting. To understand this post, I think it will be helpful to understand how we got here and how it is being altered, which was the subject of that post from June 2019. We are transitioning way from 30 years of issue-based coalitions to moving back to a world of bi-polar coalitions. Game on.
Category Archives: Working Thoughts on Technology
Random Thoughts – 7.27.2020
Below are some random thoughts on the market, my portfolio and tech. Still looking at earnings events as we move through the end of July and into August.