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Molson_Hart's profile
Molson Hart
Molson Hart
Molson Hart
@Molson_Hart

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Molson Hart

@Molson_Hart

CEO at http://amazon.com/viahart . CEO at http://edisonlf.com . I tweet about business, e-commerce, supply chain, health, law, & infrastructure

Austin, TX
Joined July 2015

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    1. gilmour‏ @gilmourkh 6 Nov 2017
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      On style driftpic.twitter.com/A3mnIJ2ZxW

      1 reply 0 retweets 2 likes
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    2. gilmour‏ @gilmourkh 6 Nov 2017
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      Thing is, striking the balance between pigheadedness and avoiding style drift is far from obvious. You also have to always learn new things.

      2 replies 0 retweets 1 like
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    3. Molson Hart‏ @Molson_Hart 6 Nov 2017
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      Replying to @gilmourkh

      Warren didn't buy Intel, but Berkshire (not necessarily Warren) bought Apple and IBM recently.

      1 reply 0 retweets 0 likes
    4. gilmour‏ @gilmourkh 6 Nov 2017
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      Replying to @Molson_Hart

      It's debateable whether that was due to changes in IBM and Apple or changes in WB. Also, he has very few options in public markets now

      2 replies 0 retweets 0 likes
    5. Molson Hart‏ @Molson_Hart 6 Nov 2017
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      Replying to @gilmourkh

      IBM but apple? I don't think that was a change in the company so much as it was Warren. Agree about the options...

      1 reply 0 retweets 0 likes
    6. gilmour‏ @gilmourkh 6 Nov 2017
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      Replying to @Molson_Hart

      You could be right, but quite a few years for evidence of the entrenchment and repeat customers of the iPhone in 2016 vs say in 2010

      1 reply 0 retweets 0 likes
    7. Molson Hart‏ @Molson_Hart 6 Nov 2017
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      Replying to @gilmourkh

      Doesn't change the fact that it's ephemeral cutting edge technology, not bricks, trains, or candy bars.

      1 reply 0 retweets 0 likes
    8. gilmour‏ @gilmourkh 6 Nov 2017
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      Replying to @Molson_Hart

      I think reason it made the cut is the component of "cutting edge tech" arguable grew less important. Predictability of annuity is up.

      2 replies 0 retweets 0 likes
      Molson Hart‏ @Molson_Hart 6 Nov 2017
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      Replying to @gilmourkh

      How'd it become less important? Would people not have said similar things about Nokia or Microsoft Windows?

      9:02 AM - 6 Nov 2017
      1 reply 0 retweets 0 likes
        1. gilmour‏ @gilmourkh 6 Nov 2017
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          Replying to @Molson_Hart

          Because evidence of repeat business, burgeoning ecosystem and less relevance of tech changes in USP.

          0 replies 0 retweets 0 likes
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