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vgr's profile
Venkatesh Rao
Venkatesh Rao
Venkatesh Rao
@vgr

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Venkatesh Rao

@vgr

Conversational account. For work follow @ribbonfarm, @breaking_smart, @artofgig. Tweets are 90% vacuous views, apathetically held. Mediocritopian. IKEA builder.

Los Angeles, CA
venkateshrao.com
Joined August 2007

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    1. Venkatesh Rao‏ @vgr Sep 3
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      Lol 118 bannable apps versus Tagore poetry and yoga is... an interesting sort of cultural trade deficit. India basically exports no cultural goods worth canceling to China. The US otoh has Hollywood exports as a pain point.https://www.hindustantimes.com/india-news/tagore-no-threat-to-china-why-should-pubg-be-a-risk-to-india-asks-beijing/story-EcwOFSFhRA5JdILES142UL.html …

      4 replies 4 retweets 25 likes
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    2. Venkatesh Rao‏ @vgr Sep 3
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      China is becoming increasingly vulnerable based on strengths. They import nothing they can’t do without that’s not raw materials, where they’re extra vulnerable. So tit-for-tat trade penalties don’t work.

      1 reply 1 retweet 11 likes
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    3. Venkatesh Rao‏ @vgr Sep 3
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      Post-Covid reconstruction, if there’s a lot of dematerialization and localization of consumption, so world’s export markets mainly consume industrial intermediates over finished goods, China will be significantly weakened.

      2 replies 1 retweet 9 likes
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    4. Venkatesh Rao‏ @vgr Sep 3
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      Margins on PLA filament will be much worse than on a million little plastic SKUs. This is why I have renewed interest in things like 3D printing. Low-energy last-mile decentralized finishing processes are separating from energy-intensive first-mile centralized scaled processes.

      1 reply 4 retweets 16 likes
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    5. Venkatesh Rao‏ @vgr Sep 3
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      Software platform monopolies unlike industrial base monopolies are much easier to replicate locally once the first instance is done. Industrial base goods have margins loaded on finished goods end where expensive markets intelligence matters most.

      2 replies 2 retweets 7 likes
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    6. Nick Pinkston  🌐‏ @NickPinkston Sep 3
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      Replying to @vgr

      You're discovering the 3D printing hype, but after everyone in the industry became disillusioned with it. Local 3DP has fundamental cost issues that won't ever replace centralized mass and even short-run production for most things. My schtick on this:https://www.youtube.com/watch?v=oXk1O6biJSE …

      1 reply 0 retweets 1 like
    7. Nick Pinkston  🌐‏ @NickPinkston Sep 3
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      Replying to @NickPinkston @vgr

      Deck here:https://www.slideshare.net/nickpinkston/the-future-of-tools-nyc-whats-now-at-capgemini …

      1 reply 0 retweets 0 likes
      Venkatesh Rao‏ @vgr Sep 3
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      Replying to @NickPinkston

      Just an example. I’m sure you’re right, but logic applies to many other finishing processes. Also, remember, consumption doesn’t stay unchanged through this. That’s different from first hype cycle. For min-GHG we’re talking long-life repairable items over design for obsolescence

      9:53 AM - 3 Sep 2020
      2 replies 0 retweets 0 likes
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        2. Venkatesh Rao‏ @vgr Sep 3
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          Replying to @vgr @NickPinkston

          3D printing role looks very different if you’re using it to keep a thing maintained in good repair for 10 years instead of printing a flimsy version of the whole thing every 6 months.

          1 reply 0 retweets 0 likes
        3. Nick Pinkston  🌐‏ @NickPinkston Sep 3
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          Replying to @vgr

          You're saying there's better business case for local 3DP for replacement parts? Sometimes this is true, though my core argument is that even this isn't where 3DP shines because most part require performance and other characteristics not possible with 3DP.

          1 reply 0 retweets 0 likes
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        1. Venkatesh Rao‏ @vgr Sep 3
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          Replying to @vgr @NickPinkston

          Unit economics starts to look more like the jigs-and-fixtures early market you pioneered at Plethora.

          0 replies 0 retweets 0 likes
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