I first arrived in Silicon Valley in 1977 — 45 years ago. I was 24 years old and had accepted a Stanford fellowship paying $2,575 for the academic year. My on-campus apartment rent was $175 per month and a year later I’d buy my first Palo Alto house for $57,000 (sold 21 years later for $990,000). It was an exciting time to be living and working in Silicon Valley. And it still is. We’re right now in a period of economic confusion and reflection when many of the loudest voices have little to no sense of history. Well my old brain is crammed with history and I’m here to tell you that the current situation — despite the news coverage — is no […]
Mark Zuckerberg’s Pact with the Devil
This is a column about Mark Zuckerberg and Facebook, but it starts with an old story about Intel and Monsanto from my book Accidental Empires. Stick with me here and you’ll soon understand why…
There was a time in the early 1980s when Intel suffered terrible quality problems. It was building microprocessors and other parts by the millions and by the millions these parts tested bad. The problem was caused by dust, the major enemy of computer chip makers.
Semiconductor companies fight dust by building their components in expensive clean rooms. Intel had plenty of clean rooms, but it still had a big dust problem, so the engineers cleverly decided […]
Facebook, Cambridge Analytica and our personal data
Facebook shares are taking it on the chin today as the Cambridge Analytica story unfolds and we learn just how insecure our Facebook data has been. The mainstream press has — as usual — understood only parts of what’s happening here. It’s actually worse than the press is saying. So I am going to take a hack at it here. Understand this isn’t an area where I am an expert, either, but having spent 40+ years writing about Silicon Valley, I’ve picked up some tidbits along the way that will probably give better perspective than what you’ve been reading elsewhere.
Much of this is old news. There are hundreds — possibly thousands […]
Predictions #8-10: Apple, IBM & Zuckerberg
It’s time to wrap up all these 2018 predictions, so here are my final three in which Apple finds a new groove, IBM prepares for a leadership change, and Facebook’s Mark Zuckerberg gives up a dream.
Apple has long needed a new franchise. It’s been almost eight years since the iPad (Apple’s last new business) was introduced. Thanks to Donald Trump’s tax plan, Cupertino can probably stretch its stock market winning streak for another 2-3 years with cash repatriation, share buy-backs, dividend increases and cost reductions, but the company really needs another new $20+ billion business and it will take every one of those years to get a new one up to […]
Social media? Bob needs a social mediaTOR
Okay, I’m back, still without cataract surgery but I have the fonts cranked-up on this notebook and my one working eye is still, well, working so I am, too. My next column will be about last week’s Internet DNS failure but right now I want to write about all these folks who have been asking to connect with me on Facebook, LinkedIn, and other social media. I’ll bet you have the same problems that I do.
Once you have enough connections (I have 2785 Facebook “friends” and 2552 “connections” on LinkedIn) you become a target for people trying to build their networks. In the beginning my philosophy about these things was to […]
