Hitting China where it hurts

Chip designer ARM ceases work with Huawei

ARM is the UK based company that licenses the semiconductor design spec used by most smartphone chip makers. Although the company is not based in the U.S., it has stated that many of the design elements in its specification originated in the U.S., therefore it can not lawfully license its design to Huawei. Gizmodo

dis-rup-shun: This second blow to China’s equivalent of Microsoft or Apple, coming on the heals of Google announcing that it will not license Android to Huawei, essentially finishes off the smartphone division of Huawei. If China chooses to get even, first it bans its contract manufacturers from building certain products designed in the U.S., then prohibits the sale of certain components to U.S. companies and poof, there goes the majority of non-South Korean (Samsung) smart phone business. That would be ugly.

Cannondale Treadwell smart bicycle

Cannondale’s new exercise bike, designed not for racers but for ordinary people who like tracking their fitness, features a sensor on the front wheel which tracks speed, distance and location. The data is uploaded to a special smartphone app, and there is a mount for the smartphone — turning the smartphone into a cycle computer. Wired

dis-rup-shun: There is one piece of this product that seems to be missing, or at least has not been described — it is the bike’s role in an online community. Either by posting (bragging) personal fitness progress to one’s social media accounts, or by being a part of a Peloton-like competition of peers, the bike needs to create an alternate reality to create a viral following. Measuring personal progress for one’s own satisfaction only works for a small audience — and that audience will want a racing bike.

Amazon spends $1.2 billion last quarter on new acquisitions

The company’s growing profits are leading to an increase in investments in emerging companies. Several Amazon investments are in the autonomous auto industry, including car companies Rivian and Aurora. CNBC

dis-rup-shun: Bezos, through aerospace company, Blue Origin, is conquering space. Amazon is aggressively investing in the autonomous and auto industries and his ambitions are far greater than delivering packages. The company, no doubt, seeks to disrupt Uber and Lyft, as well as city busses, Ford, Chevy and Toyota. The company will continue to boldly charge in every direction, experiment and unafraid of failures.

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