Weekly Assorted Links (1/19/18)

  • War Photography by Oles Kromplias
    • Some sobering shots from the War in the Donbass. A forgotten/ignored one in the west but a harsh reality with no real end in sight for those involved. Opaque borders, actors, weapons, and futures… such is war in the 21st century.

Weekly Assorted Links (12/10/2018)

Apologies for the late post, finals week + lack of sleep is a bad combo. Writing my weekly summary is a good escape and as always very fun. Thanks, and happy reading.

Information transmission is lossy. As children around the world know through the game telephone, the more people/iterations a piece of information goes through the more it gets warped. This is true of all information, even digital ones. It’s why we were taught to dissect readings during school and asked to answer those god-awful “what is the author thinking about in this passage?” SAT question (probably about his fast approaching deadline), because to convey one’s thoughts and internalize another person’s clearly is difficult.

For a piece of information to stick, though, it must also be memorable. To be memorable is to give that information a second life. The more you think about it the more it sticks and internalizes which manifests in your actions. The Compression-Expression flywheel, if you will.

I decided to revisit Sam Hinkie’s legendary letter of resignation after chancing upon his appearance in the biography of Kimberly Hampton, a combat pilot who served and was killed in Iraq. I have several things to say about both things

Hinkie featured prominently in her childhood and it was clear in the stories that the old maxim of “you are who you choose to surround yourself with” holds brilliantly true. Hinkie recalled in the book a conversation he had with her when they were kids about what it took to get to the top.

“You can let up when you get to the top,” I tried to tell her, but she just laughed.                                                                                                            “When you get to the top you have to work even harder to stay there,” she retorted.

I’m sure Hinkie is grateful for Hampton’s friendship and advice. Their shared attitude was most certainly apparent during his tenure as the GM of the Philadelphia 76er’s. Sam Hinkie set the Sixers up for success by having the longest view in the room. He was a person with a Day 1 mindset in a Day 2 organization. The Sixers had a less than mediocre team, no young talent, and a pretty hefty balance sheet. And so he and his team hunkered down and spent the next few years, getting rid of players and contracts that didn’t fit with the long term picture, positioned themselves to acquire future talent (draft picks), and signed and indoctrinated promising prospects with new styles of innovative play. The Sixers became the worst team in the league for four seasons. Then when the next season rolled around, they tore their way into the Eastern Conference Semifinals on the backs of the second youngest roster in the league.

Hinkie was also a contrarian in a league of conformity and copy cats. While adopting a contrarian mindset isn’t always a recipe for positive outcomes, it is necessary to win in a closed system (30 teams, 1 championship) with universal restraints (salary caps, roster size, etc.). It’s like if all the funds in the world started off with a clean slate, $100,000, and are assessed on their performance at the end of the year to produce a “champion”. The conventional wisdom is that buying Amazon stock will yield good returns and many people would undoubtedly buy as much as possible. But if everyone trades Amazon stock then who wins at the end of the year? The guys who didn’t of course, and was right. Getting to the top means bucking—correctly—the trend and executing for the long view. Yes, you’ll suffer through many seasons winning sub-.300 but it means you come out with the deck stacked in your favor and a clear path towards winning a championship.

Hinkie didn’t get to see his hard work bear fruit as he was ousted before everything fell into place. But as Lin-Manuel Miranda puts it: “Legacy, what is a legacy? It’s planting seeds in a garden you never get to see.”

We knew parking in New York was awful but this just looks like an absolute nightmare. At that point why even bother owning a car? It certainly sounds like more trouble than worth it.

Space, NASA watches, air-cooled Porsche 993s, and rethinking design in women’s watches. What’s not to love?


Weekly Assorted Links (12/1/2018)

  • Remembering Anthony Bourdain as Only His Fixers Could — Vanity Fair
    • My favorite Parts Unknown episode is Season 8 Episode 6: Japan with Masa. Like all great Bourdain episodes, food served as merely a conduit for connection. During moments like this, it is easy to see what Bourdain cherished the most. Nothing beats enjoying the company of the people you care about, eating good food, and enjoying a moment.
  • The End of the Beginning — Benedict Evans
    • Internet and mobile penetration have just about hit global saturation while everything built on top are just getting started. Though I think the new market goals that Evans sets out are exciting and certainly ripe for innovation, I’m a little skeptical about his claims on infrastructure. I think the folks at USV have a better framing on the infrastructure-app cycle: new problems require new tools require new infrastructure. However, other than that, this is a great overview of the directions tech is looking at.
  • How Amazon Now Shapes What Our Stuff Looks Like — Gizmodo
    • One question I have about is whether Amazon really was reason for the detergent box. If the whole point was to make it easier to ship to the home what does that say about supply chain innovation? What about all the shipping that takes place to big box retailers? Are the margins of shipping and stocking bulk so good that all these years of excessive packaging was ok?
  • Containers — Alexis Madrigal
    • An eight part series about modern shipping through the lens of the Port of Oakland and the people who work and live in the area.
  • I, Pencil — Leonard E. Read
    • What goes into making a pencil?


Weekly Assorted Links (11/17/18)

  • Talking Watches with Moki Martin — Hodinkee
    • This was such an enjoyable episode of Talking Watches. There was a distinct lack of watch porn. No million-dollar Pateks, no tropical gilt dial Submariners, no 1930s Cartier. It wasn’t a masterclass in watch history or collecting, rather it was just a man, a Tudor, and their shared memories. This conversation with Moki embodied the essence of collecting—not just watches!—our individual experiences and stories passed on through a shared passion for an object, stories that would have otherwise been lost to time.
  • The Deadly Global War for Sand — Wired
    • Highlighting an under appreciated resource so pervasive in our lives. From the land under our feet and the concrete that hold up our homes, to the chips that power our devices and the glass that hold our drinks, sand can probably be said to be as essential to modern life as water and electricity. Yet, as with all non-renewables, we run into the problem of scarcity and thus competition to secure existing supplies.
  • Give War a Chance — Foreign Affairs
    • Perhaps a controversial piece but the author makes the case that Western interventionist policies predicated on humanitarian reasons have not only failed to stop conflict but also generally prolonged them. Neither belligerent sides are satisfied with the stop gap proposals that are put in peace treaties or cease-fire agreements. Furthermore, intervening powers are hesitant to use necessary force to enforce these treaties or even preventing the attacks on human rights that prompt intervention in the first place.
    • As with many moral issues, while good intentioned, do not produce desired outcomes. This is not to say that we give up on maintaining high humanitarian standards but rather we need to be cognizant on the tradeoffs and be mindful of them when we weigh our decisions.
  • On riding sharing at airports — @modestproposal1 

  • 2018 Cy Young Award winners Jacob DeGrom and Blake Snell’s best pitches of the season — Pitcher List

  • See No Evil — Miriam Posner
    • An interesting snippet on the murkiness of supply chains and the potential uses of technologies to increase transparency. Tech and law people have generally been very excited about IoT and blockchain’s ability to solve these issues but as the piece points out it’s not so simple. There are significant hurdles in gaining a critical mass of buy-in before these tools can have noticeable impact.
    • I’m inclined to think that unless a body like the UN or WTO adopts a standard for supply chain tracking and transparency—something similar to standardizing shipping containers—that the use of these technologies will be highly localized. Perhaps in highly specialized sectors like tech and high end manufacturing the size of end-point companies like Apple or Daimler have enough sway to incentivize factories and suppliers to comply. However for low-cost industries like textiles or plastics it’s hard to see something similar take root.
  • The US military’s chaff and flare industry is on fragile ground — DefenseNews
    • The outcome of the US not taking care of its manufacturing base—not to mention the ones that supply its defense efforts! Much as the U.S.’s shipbuilding and maintenance capacity have atrophied in the recent decades, more and more mission critical nodes in the supply chain are buckling. I think we’ll see more and more of this happen as the economy as a whole has shunned manufacturing. This is not necessarily a bad thing as any Econ 101 student would know that countries specialize and manufacturing moves to areas of low capital requirements. However, one of the government’s job is to address areas of market failure and in the sensitive sector of defense it hasn’t been doing so well.
  • I Found the Best Burger Place in America. And Then I Killed It — Thrillist
    • The sobering story about how social media, culinary tourism, and best-of lists killed America’s best burger joint.

Weekly Assorted Links (11/10/18)

Weekly Assorted Links (11/3/18)

  • B-2 20th Anniversary Video Series — Northrop Grumman
    • Cool short series on the origins of the B-2 bomber and the people involved in the project.
  • Hodinkee x Audemars Piguet Video Series — Hodinkee
    • Exploring AP’s early history. That lug on the 1945 minute repeater just screams Royal Oak.
  • Random aside:
    • Scott Galloway used this terrible graphic in his weekly blog post and I just cannot in good conscience let it slide. IMG_2166.jpgFirst, he mislabels the USS Gerald Ford as a Nimitz Class aircraft carrier even though it is a Ford Class carrier (it’s in the name!). But more indefensible is that the graphic shows the Admiral Kuznetsov, a Russian aircraft carrier. Look, the first mistake was whatever but not being able to even illustrate a ship from the correct country is pretty absurd.
  • Talking About Money (and Salary) — Patrick McKenzie
    • For such a touchy yet important subject that people usually only learn about through experience, it’s quite nice to see someone break down their salary history and the mechanics and contexts behind the numbers.
  • What I Learned From Making Hot Sauce at Scale in China — Jenny Gao
    • Lessons and tradeoffs in trying to scale a hard to scale product (premium Sichuan hot sauce, i.e. none of that purée bs). Harkening back to last week’s link to Hart-Smith’s paper at Boeing, this piece again emphasizes the importance of the human element as opposed to automation. Also, lessons from Chinese household staple, Laoganma. At the end of the day, good product require great effort. Scaled cooking via industrial drum vs. hard to scale frying by hand is the difference between big box CPG and becoming a product-differentiated brand.
  • Tuxedo Park: A Wall Street Tycoon and the Secret Palace of Science That Changed the Course of World War II — Jennet Conant (Highly recommend)
    • One of my most fascinating reads this year. A bio of Alfred Lee Loomis, financier, amateur scientist, and all around gangsta. He made his money organizing public utility trusts in the 20s, established the infrastructure for rural electrification, and, oh, just—along with his partner Landon Thorne—invented the concept of a holding company, no biggie. Then after getting out before the Great Depression hit, he helped influence reforms such as Glass-Steagall. While all this is happening, Loomis also built a private lab in his home to pursue his interests in science and did things like develop early EEG efforts and discover K-complex brainwaves. Later during WWII, he would establish the MIT Rad Lab and lead the effort in pioneering and deploying radar technology and the atomic bomb.
    • Needless to say he is now one of my favorite historical figures.
  • Global warming and the Japanese Flying Squid — Mari Saito
    • Mari Saito’s fantastic Twitter thread on her experience in different small fishing towns while reporting for this (equally wonderful) story.
  • Cannabis vs. alcohol sales
    • Alcohol-present social gathering places (bars, clubs, etc.) and events (Sunday football are unaffected from cannabis competition while at-home consumption has changed.
    • Also, wacky weed stat: In Colorado in 2017, about 340,000—6 % of population—were responsible for 90% of cannabis demand.
  • Photographing Desert Roads
    • Oddly serene.
  • Lee Kuan Yew
    • Lee Kuan Yew speeches trending on VC Twitter, especially this one made in response to SIA strikers, as well as Charlie Munger’s take on Singapore and its founding father.
    • First and foremost, I am a big fan of the guy. However, the same cannot be said among many others in the West due to his more authoritarian governing systems, principles, and methods. Which is interesting that of all places, people in the Valley are taking notice of his history and belief system. This may very well be purely about curiosity regarding a leader people there aren’t that familiar with, but I have a sneaking suspicion that given how tech’s role in today’s society has shaken out so far people in that sphere are beginning to wonder if the democratic ideologies they hold dear—Facebook x freedom of speech, gig-economy empowering labor, etc—are as universal or pragmatic as they first believed.
    • People also generally overlook the fact that Lee Kuan Yew’s sharpness made the Singapore system succeed. Whether or not it will be able to maintain those standards over a few generations is still yet to be seen.
  • You Too Can Build Your Own Chip – For Only $30 Million — Digits to Dollars
    • Building moats cost money and effort and more money.
  • Apple’s New Map — Justin O’Beirne
    • As always, Justin’s pieces are such a treat to read about cartography, UI & UX design, as well as the integration of physical and digital worlds.
    • I think Apple realizes they need to invest the money and time into building out maps—as it will serve an essential part of any future integration with the rest of their ecosystem whether that be voice, AR, or bundling it with new use cases on the iPhone and Apple Watch—but is either half-assing it due to Google being years ahead in the space, incompetence, or complacency.
    • As Justin points out, Google’s business model and feedback loops are much more conducive to the labor intensive task of building out maps and the information layered on it than Apple ever will be. Apple’s competency lies in design and integration. The latter is important in incorporating maps with other functions in the OS but the former is no longer a cartographic advantage in a label-dominant world. This is clearly laid out in the piece: Apple is good at shapes and while they certainly look nice, they are not useful for today’s use cases.
    • I think other reasons for Apple being not so good at maps are:
      • They are content with Maps as is due to it being preinstalled on iOS and thus being the default map app for millions of iPhone users. From experience, many iPhone users I know are fine with Maps and do not download alternatives. This leads me to believe that Maps usage rates are good enough for Apple to feel pretty good about it. (Obviously this claim can be easily confirmed or dismissed with data on Maps vs. Google Maps usage rates on iOS devices. If anyone knows where to find em I would greatly appreciate it)
      • They still haven’t figured out after all these years how to build out the darn thing. Their reliance on third-party developers such as Yelp and TomTom are kind of indicative that their internal capabilities are not up to par.
      • They don’t believe maps are important enough for the future to justify forking over cash and building up their capabilities. Which seems unlikely, again, due to their investments in AR, AV, and wearables. With these products, Apple is exploring a post-iPhone centric world but iPhone or no iPhone, people still need directions and discovery.

Weekly Assorted Links (10/27)

Hi all, I’m back after a very long break. Rather than the more structured format of previous Six Bullet Saturdays I’m going to test out this new format of highlighting interesting things I’ve read during the week or happenings I wish to comment about. From a writing perspective, this also allows me to add bits and pieces throughout the week as opposed to sitting down on Saturday night and reflecting on everything I’ve done during the week. This may or may not mean I post less regularly about more personal happenings but perhaps the occasional long form piece I write will make up for it. I’ve also added a Things I Like section in the menu where I list the places where I most frequent for non-news content. As always, thanks for reading. Now onto this week’s post:

  • Tesla Model 3 Teardown – Bloomberg
    • Pretty interesting read about Tesla’s evolving—and still very nascent—manufacturing capabilities. Turns out not only is building cars hard, it is extra hard if your head design guy worked at Apple and not Daimler or GM before joining Tesla. But hey did you see that cool tent?
    • Much more interesting is Munro & Associates, the folks who did the teardown report. Turns out they have done similar design and manufacturing analyses and recommendations for companies like GM to General Dynamics Electric Boat, makers of the Virginia-class submarines. This reaffirms a strongly held opinion of mine that red-teaming is one of the most productive exercises for any operation/management project.
  • The Surprisingly Not Totally Boring Search For Who Invented The Spring Bar – Hodinkee
    • Great deep dive on the wonderfully innocuous thing that holds your watch to your strap.
  • Out-Sourced Profits — The Cornerstone of Successful Subcontracting – Dr. L.J. Hart-Smith/Boeing (Highly recommend!)
    • Exploring the failures of McDonell-Douglas’ management of the DC-10 and lessons to be taken away. Hidden costs—such as transportation from factory to assembly, varying quality of the same part across different sub-contractors, and the need to write very detailed manufacturing instructions—are everywhere and, well, hidden from accounting figures. Hart-Smith also touches on the myths of downsizing and automation. But perhaps most importantly: If the goal is to minimize costs, there is no substitute for doing things right the first time!
    • An interesting dichotomy between highly sophisticated physical products—such as planes—and digital products. While being the systems integrator in the physical world means losing out on value, this is flipped in the digital realm where being the systems integrator (i.e. platform) remains the most sought-after goal. Another reminder that zero marginal costs don’t exist outside of the world of 1’s and 0’s.
  • Kawhi Leonard being a wizard. Further proving that not only is he a basketball playing robot-demon but that he also has eyes on the back of his head.
  • Jumping on the Amazon HQ2 speculation bandwagon for a second, I think more than ever that it will be in the D.C. area. More specifically on the border of Arlington, Virginia and Maryland. Not so much because D.C. is a wonderful city (it is) but for the simple reason of senators and getting allies in government. That is neither a good thing nor a bad thing but rather merely reflects the maturity in Amazon’s growth.
  • UAE using American PMCs in Yemen.
    • There isn’t really anything new with the use of contractors in wars—especially modern ones—but this is one of the first known instances of American mercenaries being used for direct action (i.e. killing people). To be clear, it is very illegal for the U.S. to use PMCs for direct action operations but it is unclear what American citizens can do for other countries. Personally, I feel that this has been a long time coming. In recent years there have relatively high profile PMC actions such as Nigeria’s hiring of South African PMCs to beat back—successfully—Boko Haram and Russia’s adoption of PMCs in Syria and Ukraine as part of their continued experiment with hybrid warfare. This trend, I think, will be even more pronounced in the future as modern warfare is not so much about peer-state competition (ex. tank vs tank) but rather asymmetric (ex. cyber, proxy-wars, targeted strikes, etc.)
    • The advantages for Gulf states using PMCs are simple and clear: they’re expendable and give you relative deniability, flexible and adaptable to operational needs, highly trained (at least more so than your own troops), and can do things your normal military can’t legally or politically do. Also, in a certain sense, this has been the model for Gulf state military power for a long time. As one State Department person I met in Amman explained: “The Saudi’s buy top of the line American equipment and put them in storage the moment they arrive, waiting for the day when American soldiers will fly across the world to pilot American weapons to fight a Saudi war. Why? Because their own people are too damn incompetent” Feasibility and probability aside, I think people generally forget just how difficult (not to mention expensive) it is to run a professional fighting force. Easier to just outsource it.