Disruption – Delivery

Traditionally the big companies that handle “last mile” package delivery are Fed Ex (ticker: FDX), UPS (ticker: UPS), and of course the US postal service. These companies have hundreds of thousands of employees (often unionized) and billions of dollars of planes and trucks and other transportation assets.

Amazon (ticker: AMZN) recently began expanding their transportation capabilities, both in the form of their own airplanes and leveraging an “Uber-like” workforce of contractors leveraging an app to deliver packages in their own cars with a program called “Amazon Flex“.

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A Tale for Children

The Christmas season, in combination with seeing the Churchill movie Darkest Hour, reminded me of a passage from the French author Georges Bernanos.

In May/June 1940, Nazi Germany defeated the French army. Britain was forced to withdraw its troops at Durkirk–losing virtually all their heavy equipment. Few would have been willing to bet on Britain’s survival…after quickly devastating the (then highly-regarded) French army and demonstrating highly-effective use of airpower, Nazi Germany seemed unstoppable.

In December of that year, Bernanos, then living in Brazil, wrote as follows:

No one knows better than I do that, in the course of centuries, all the great stories of the world end by becoming children’s tales. But this particular one (the story of England’s resistance–ed) has started its life as such, has become a children’s tale on the very threshold of its existence. It mean that we can at once recognize in it the threefold visible sign of its nature. it has deceived the anticipations of the wise, it has humiliated the weak-hearted, it has staggered the fools. Last June all these folk from one end of the world to the other, no matter what the color of their skins, were shaking their heads. Never had they been so old, never had they been so proud of being old. All the figures that they had swallowed in the course of their miserable lives as a safeguard against the highly improbable activity of their emotions had choked the channels of circulation..They were ready to prove that with the Armistice of Rethondes the continuance of the war had become a mathematical impossibility…Some chuckled with satisfaction at the thought, but they were not the most dangerous…Others threatened us with the infection of pity…”Alone against the world,” they said. “Why, what is that but a tale for children?” And that is precisely what it was–a tale for children. Hurrah for the children of England! 

Men of England, at this very moment you are writing what public speakers like to describe in their jargon as one of the “greatest pages of history”….At this moment you English are writing one of the greatest pages of history, but I am quite sure that when you started, you meant it as a fairy tale for children. “Once upon a time there was a little island, and in that island there was a people in arms against the world…” Faced with such an opening as that, what old cunning fox of politics or business would not have shrugged his shoulders and closed the book?

Chromecast, Roku and Cutting the Cord (Potentially)

It’s Christmas time and we don’t have a fireplace in our high rise apartment. So what’s the next best thing? A video showing the Yule Log (there also is a Nick Offerman 45 minute one where he watches you and drinks whiskey and someone looped it for 10 hours, look it up on You Tube). This is playing through my Chromecast ($20) via Youtube and could be done through my Mac, iPad, or iPhone. And it looks great.

We finally gave up on our old Samsung TV and bought a new 55 inch “smart” TV from TCL with Roku included. The sound quality is great I got rid of my front speaker and subwoofer when I took my old TV to Goodwill and don’t plan to buy a new one (maybe I will with Xmas gift cards). Once we connected it to our router I was surprised at how high quality the TV picture was and how fast it booted up. You can quickly go into either Roku or something like the Chromecast (below) or just turn on the cable box directly (we have xfinity). Right here at the intersection of huge amounts of online content, high bandwidth, and seamless performance you can see how cable dies (although cable provides our Internet service, but this is a parallel question).

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Apple MacBook, Planned Obsolescence and AirPods

Apple has been in the midst of a long term inter-operability / consolidation of its IOS and MacOS environments. When I first started using my MacBook and converting over from a PC in 2012-2013 there was almost no ability to communicate / transfer between my phone or iPad and my MacBook. I remember being bewildered that there wasn’t even an app on MacOS to read Kindle books that I had on my iPad (and even today the MacOS app is a bit wonky).

Today there is some ability to use my MacBook from 2011 alongside my iPad and my iPhone. The key elements of inter operability include:

– Apple Messages works well between the devices. This is probably the biggest single unlock for my MacBook by far
– Apple Photos now work pretty seamlessly between all the devices. After Apple Messenger this is the next biggest “win”
– if you use iCloud you can share across all devices
– Facetime and answering calls works across all devices, depending on whether or not you want to turn it on (can be annoying when your computer “rings” when your iPhone rings)
– Notes works well across all devices and has been getting more powerful with each release (for items like to-do lists, etc…)

The apps on the MacOS still lag far behind those available for the iPhone. I don’t know what the long term plan is for this. I know that apps function differently on each environment; common apps like “Bitmoji” work great on my iPhone, kind of OK on my iPad (I have an attached keyboard so it is strange and locks in portrait mode), and not at all on my MacOS (or I haven’t really even tried it.

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