From this investor’s perspective, the late night show controversy (whether it’s a firing, political backlash, advertiser pullout, or regulatory dust-up) highlights a bigger structural shift between broadcast and streaming infotainment. Here's my take on the subject, including consequences, and my "back-of-envelope" arithmetic: 1. Erosion of Broadcast Network Leverage Regulatory drag: FCC oversight limits how edgy … Continue reading Dollars & Cents Analysis: The Late-Night Show Host Purgatory
An Evaluation of Alternatives to DJI Drones in the United States
Executive Summary This research paper provides a comprehensive evaluation of alternatives to DJI drones in the United States, segmenting the analysis by key industry applications. The dominance of DJI in the commercial and prosumer drone market is well-established, largely due to its accessible technology, integrated ecosystem, and aggressive pricing. However, a combination of geopolitical factors, … Continue reading An Evaluation of Alternatives to DJI Drones in the United States
Robotics Companies I’m watching.
While the publicly traded robotics market is not as extensive as other sectors, several companies are known for their significant contributions to the field. Many of these aren't "startups," but established companies with divisions focused on robotics and automation. Robotics vs. Unmanned Because friends ask me, here's the difference between Robotics and Unmanned. "Robotics" refers … Continue reading Robotics Companies I’m watching.
Top Ten 2026 Trends for Drones & Unmanned Aerial Systems
As 2026 approaches, the United States is on the cusp of a significant transformation in the use of drones and unmanned aerial systems (UAS). Propelled by regulatory advancements, technological maturation, and growing acceptance across industries, the coming year is poised to unlock new capabilities and widespread adoption. Here are the top ten trends shaping the … Continue reading Top Ten 2026 Trends for Drones & Unmanned Aerial Systems
The Looming Ban on DJI Drones in the United States
Last week, the largest "Unmanned Aerial Systems" trade show in the United States took place in Las Vegas. A hot topic at the conference was the legislation which could take effect later this year that will effectively ban the sale of new DJI drones in the U.S., and the impact on commercial, enterprise, public sector, … Continue reading The Looming Ban on DJI Drones in the United States
The Business Case for Palmer Luckey (Anduril Industries) to Develop Consumer and Commercial Drones for the US Market
Executive Summary The U.S. drone market is experiencing a significant and accelerating shift. Geopolitical tensions and national security concerns have created a substantial opportunity for a U.S.-based company to displace DJI, a Chinese manufacturer, which currently holds a dominant position in the consumer and commercial drone markets. This business case proposes that Palmer Luckey, through … Continue reading The Business Case for Palmer Luckey (Anduril Industries) to Develop Consumer and Commercial Drones for the US Market
TSMC: Challenges building a Greenfield Project in Arizona
Building the Taiwan Semiconductor Manufacturing Company (TSMC) factory in Arizona has been a complex undertaking marked by both significant successes and notable failures and challenges. The project, which started with a $12 billion investment and has since expanded to a monumental $165 billion, represents the largest foreign direct investment in a greenfield project in U.S. … Continue reading TSMC: Challenges building a Greenfield Project in Arizona
The Worst States in America to Operate a Traditional Shopping Mall
Building a new shopping mall is a risky business venture in any state, but a few present particularly unfavorable conditions. Key factors contributing to a poor environment for malls include declining population, a weakening retail sector, and an unfavorable business climate. Retail and Economic Trends The national retail landscape is undergoing a massive shift, with … Continue reading The Worst States in America to Operate a Traditional Shopping Mall
Is the American Express Bluebird prepaid card being discontinued?
I once considered the AMEX Bluebird prepaid card one of the best in the industry from a consumer value and financial utility perspective. So while the news American Express was discontinuing the program didn't surprise me, it does make me wonder if the prepaid space is simply overcrowded. The following information was compiled from a … Continue reading Is the American Express Bluebird prepaid card being discontinued?
Intel: Why Governments take Stakes in Private Companies
Governments worldwide have a long history of holding stakes in private companies, often for strategic or economic reasons. In the United States, this practice is not new. A notable example is the government's intervention during the 2008 financial crisis, which included a large stake in General Motors. More recently, the U.S. government announced it has … Continue reading Intel: Why Governments take Stakes in Private Companies
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