Make your own vinyl records

Phonocut for in home analog recordings

Phonocut is an in-home vinyl lathe that enables anyone to cut their own 10 inch records. An audio cable plugs input in from other devices including your own musical creation and can be controlled with an app. The device costs $1,100. Wired

dis-rup-shun: The nostalgic fascination with vinyl and the many great hours spinning records with friends in understandable, but this is stretching it. Do you really want to create a library of vinyl that will be based, most likely, on input from digital recordings? What’s next, cassette tape players with digital inputs, or even better, a return to 8 Track tape players. Will the new 8 Track version be as good at eating the tape after about 10 plays?

2019 IPOs will face internal price pressure in Q4

The class of 2019 IPOs, including Pinterest, Uber, and Zoom, face a rocky market in Q4 as some investors are convinced of recession, while trade war moves create constant unrest. On top of market volatility, lock up periods for employees and investors will expire, resulting in significant sell-offs by insiders during Q4. CNBC

dis-rup-shun: Expect a rising number of tech IPOs to be direct offerings, cutting out expensive banking firms. Market volatility, working against the critical need for an oversupply of venture capitalists to earn a return on a shrinking pool new companies, will require some cost cutting moves. In the age of everything-as-a-service and the rental economy, tech investors, of all people, will be more anxious to prove the benefits of DIY IPOs. Investment banking is in for a rough ride as the pool of new companies shrinks and the economic landscape shows many warning signs.

EyeQue Vision Check smartphone eye exam

Several companies are working on cutting out the ophthalmologist by creating DIY eye exams. 800 Contacts offers an online eye exam, and EyeQue Vision has won awards for its smartphone attachment that determines your prescription. Gizmodo’s reporter, however, warns people with significant vision problems to see a professional.

dis-rup-shun: The medical industry is in dire need of technology disruption, and many of these disruptions are very welcome changes. Technology will, fortunately, more efficiently allocate health care resources to specialty cases, requiring advanced expertise, while middle of the road cases will be processed by lower skilled workers, aided by artificial intelligence or by devices such as EyeQue. Doctors need to begin tailoring their practices to specialized, fringe cases, where they will be paid more for their deep expertise as the average medical procedure is already providing little financial reward for medical professionals.

Apple Watch versus Fitbit Versa 2

Apple Watch Series 5 is an amazing device. Fitbit’s Versa 2 holds its own at half the price and longer battery life. Apple Watch functionality is expanded though use of the iPhone, but can provide a host of connected services without the phone. Versa 2 works with Android or iOS, includes Alexa support, and is well designed for workouts. Both watches have always on displays, and a wide variety of style choices. CNET

dis-rup-shun: How to survive in a market when your primary competitor is Apple? Specialize and differentiate. If Fitbit tries to be a nearly-as-good Apple watch at half the price, it will struggle. The company should dig deep and create a rich content library of workout classes that make the experience very unique — forming a cult like following of loyalists. Fitbit should take some lessons from Peloton, and create content that is more valued than the hardware.

Walmart consumer-izing health care

Walmart moving quickly to consumer-ize health care

Walmart is in the process of opening walk-in clinics in many of its stores in major cities. Along with clinics in big box locations, the company has launched a website called Walmarthealth.com. On the website, the company publishes the prices for certain types of visits, enabling consumers to book an appointment and understand what they will pay.  Managed Healthcare Executive

dis-rup-shun: Walmart’s move will have several significant impacts on the care industry. First, it will demystify care pricing. The price one pays remains largely shrouded in mystery today. Eliminating surprises will make Walmart clinics far more favorable than the doctor’s office, and the fact that you can buy medications and the week’s groceries in one trip is even better. Secondly, it will cause the majority of walk-in clinics, and eventually doctors’ offices, to offer online appointment setting and menu-like pricing. Thirdly, in blurring the lines between physician offices and supermarkets, more general practitioners will move their practices to the big box stores and clinics, as they must compete with convenience.

Freight hauling may be the future of Uber

Uber, the company that will likely not be profitable for years to come, may have found the right industry to which it may apply its technology. The trucking industry, a $796 billion industry, provides far more volume than the $36 billion ride sharing industry. By using Uber’s app to contract directly with shippers, truckers can eliminate the commission paid to freight brokers. CNBC

dis-rup-shun: Uber needs a do-over, as the company that invented app-based ride sharing has pushed prices so low, and paid so much to expand globally, that it is not likely to find a profit in its current model. By focusing on the trucking industry, the company can adopt the existing profitable pricing structure, can scale far larger than in the ride sharing business, and can potentially find ways to profit. Making markets more efficient is good for everyone, unless you are freight broker.

Despite Uber and Lyft, 2019 tech IPOs beat the S&P

Uber and Lyft made news by being the largest losers, in pure dollars, of any public offering. Thanks to blockbuster performance from Beyond Meat, Zoom, CrowdStrike and several other winners, the tech offerings, in a theoretical new offering fund, beat the S&P 500. The IPO fund would have gained 67% compared to the S&P at 20%.

CNBC

dis-rup-shun: A stock investor today has half as many choices than 20 years ago, as private capital has soaked up many investments. Pent up demand for new offerings provides a strong market for new companies. The market has rightly recognized high quality offerings such as Slack and Zoom, and punished low performers such as Uber and Lyft. Beyond Meat’s insane 524% gain defies reason, but provides lottery-like results that keeps people interested in public markets.

Chinese firms corner lithium battery recycling market

69% of all available stock for recycled lithium ion batteries are held in China by firms collecting and recycling battery components. Greentech Media

dis-rup-shun: As Chinese mega-recycling firms amass large stores of materials required for batteries, such as cobalt, they may influence world prices. As the demand for lithium ion batteries increases with more consumer electronics and electric vehicles, recycling firms will bid up the prices for used gear, making it more attractive to properly dispose of old cameras and phones.