- China Triumphs as Silicon Valley Primps (Michael Moritz) – “in one generation many segments of China’s technology industry have achieved what took a century in Silicon Valley”; in China, people work by the 12/7 rule – 12 hours per day, 7 days per week
- TPG Capital’s India Investment Strategy (Forbes India) – highly concentrated bets in well understood companies makes a lot of sense
- How Failure Propped up David Chang’s Culinary Empire (Forbes India) – an incredible story of struggle and triumph through the lens of David Chang, creator of the Momofuku Noodle Bar
- Everyone is Broken and Life is Hard (Nick Grossman) – we should all put ourselves in other people’s shoes
- India to Reach Replacement Levels of Fertility by 2020 (The Hindu) – another wild myth is slowly being debunked; the world is becoming increasingly prosperous and population levels will soon reach a plateau
- Coinbase’s Fundraise (Pando) – the preeminent Bitcoin wallet receives funding from old money types
- The Shake Shack Economy (New Yorker) – one of many recent pieces on the rise of the fast casual concept
- Chipotle: The Definitive Oral History (Bloomberg) – brilliant historical profile of one of the great success stories in the restaurant business; fast casual is ruling the day
- The Chevrolet Bolt EV (Wired) – Chevrolet is working on a car which will cost $30k and go 200 miles on a charge; we are headed to a whole new future of transportation at a pace much faster than anyone would have predicted; oil’s importance to the world might decline into perpetuity
- The Man Who Brought us the Lithium Ion Battery (Quartz) – a 60% increase in efficiency would change the game
- Beanie Babies Bubble Economics (Slate) – a case study in bubble economics
- A Possible Solution to the Solar Revenue Shift (SolarCity) – a nice walk through of the economic value chain of distributed solar; utilities wield incredible political power and will protect their interests, but consumers want unhindered access to cheap, clean electricity
- NRG’s Grand Ambitions to Dominate the Solar Market (NRG) – NRG’s ambitious plan to dominate in both distributed and utility scale solar; NRG has inherent advantages in customer access, cost of capital, and operating scale over distributed players such as SolarCity and Vivint
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The Jeeva Blog 