Saturday, August 24, 2024
ಸಾವನ್ನು ನಾವು ಏಕೆ ಒಪ್ಪಿಕೊಳ್ಳುವುದಿಲ್ಲ?
Friday, August 9, 2024
India: Develop Gadgets not just Chips
Though India is making progress with making semiconductor chips happen, the real success would come when there are local gadget makers (like Apple, Samsung, Sony) are developed in India.
Apple built the chip supply chain, not the other way
Consumers all over the world want to hold iPhones in their hands. Similarly global businesses want a piece of Apple’s business too. They want to be suppliers of Apple or want to be associated with them. That gives immense power to Apple. A tight grip over an entire industry.
Being a fabless company, Apple began to source their chips from Foundries. They were the single most company which gave rise to the success of Foundry business model in semiconductors. Complex chips were manufactured in Taiwan and not so complex in China. Not to forget the chips and components which flew from South Korea, Europe and Japan. They were assembled and tested elsewhere and marketed all over the world.
Apple went global not just to save costs. They wanted exclusivity and protection of IP rights. They made the learning difficult and slow for their competition. For their suppliers, there is pain along with pride. For most of Apple’s suppliers, Apple is the biggest customer. Many of Apple’s suppliers run risky, concentrated businesses. Apple has the power to walk away and develop a new chip supplier elsewhere. Nvidia too enjoys similar benefits being another dominant player in their domain.
Who makes more money, gadget maker or chip maker?
If all is fair in business and war, you don’t want to criticize the dominant players. Rather you want to see how to grab a portion of their business. If we want to build fabs to make chips, not only we have to compete with other chip makers for business efficiency, but we will be at the mercy of companies who buys chips.
South Korea, China, Europe and Japan have local smart phone and other electronic gadget makers who can buy chips locally either for cost benefits or supply chain constraints. Chip makers in those countries have a domestic market and are not entirely dependent on exports. In India, there is no big electronic gadget maker present to consume chips made in India. Chips are needed in many industries, but electronic gadgets are the main market consuming semiconductor chips.
A company with successful products like Apple can develop its supply chain and create a huge market for its suppliers. And for companies like Apple, Nvidia, a good portion of their revenue is profits unlike their chip making suppliers who make thin margins. Build businesses like Apple, Samsung, Sony who make gadgets, their supply chain too will flourish. Build only fabs, you are a dependent.
Audacious goal
However audacious it might look like, a goal of building businesses which consume chips and market end products would be great for a consuming economy like India than just making chips. If India can change itself to build an environment conducive to making chips, it should do the same to develop customers for the fabs it is building.
Saturday, August 3, 2024
ನೀನಾರಿಗಾದೆಯೋ ಎಲೆ ಮಾನವ?
Friday, July 5, 2024
ಗುಡಿ ಸೇರದ, ಮುಡಿ ಏರದ
ಹೂವಿನ ಸಾರ್ಥಕತೆ ಇರುವದೇ ಅಲ್ಲಿ ಅಲ್ಲವೇ? ಗುಡಿ ಸೇರಿ ಪೂಜಿಸಿಕೊಂಡರೆ, ಮುಡಿ ಏರಿ ಆಕರ್ಷಿಸದೇ ಹೋದರೆ ಹೂವಾಗಿ ಅರಳಿ ಏನು ಉಪಯೋಗ? ಆದರೆ ಕಡೆಗಣಿಸಿಕೊಳ್ಳುವ ಹೂಗಳಿಗೇನು ಕಮ್ಮಿ ಇಲ್ಲ.
ಇಷ್ಟಕ್ಕೂ
ಆರಾಧಕ ಇಲ್ಲದೆ ಹೋದರೆ ಸೌಂದರ್ಯಕ್ಕೆ ಏನು ಬೆಲೆ? ಯಾವುದೊ
ಕಾಡ ಮೂಲೆಯಲ್ಲಿ ಘಮ್ಮೆನೆ ಅರಳಿ ಹಾಗೆಯೆ ಬಾಡಿ
ಹೋಗುವ ಹೂವುಗಳ ಬಗ್ಗೆ ಯಾರು ತಲೆ ಕೆಡಿಸಿಕೊಳ್ಳುತ್ತಾರೆ?
ಹೂವಿಗೆ ಬೆಲೆ ಬರುವುದು ಅದರ
ಬಣ್ಣಗಳನ್ನು ಮೆಚ್ಚಿಕೊಳ್ಳುವ ಚಿತ್ರಕಲಾವಿದನಿಂದ. ಅದರ ಸುವಾಸನೆಯನ್ನು ಮೆಚ್ಚಿಕೊಳ್ಳುವ
ಜನರಿಂದ. ಅದನ್ನು ಹಾರವಾಗಿ ದೇವರ ಕೊರಳಿಗೆ ಅರ್ಪಿಸುವ
ಭಕ್ತರಿಂದ. ಅದನ್ನು ಮುಡಿದು ತಮ್ಮ ಅಂದ ಹೆಚ್ಚಿಸಿಕೊಳ್ಳುವ
ಹೆಂಗಸರಿಂದ.
ಅದನ್ನೇ
ನಮ್ಮ ಜನರ ಜೀವನಕ್ಕೆ ಹೋಲಿಸಿ
ನೋಡೋಣ. ಹೆಚ್ಚಿನ ಪ್ರಮಾಣದಲ್ಲಿ ಹಣ ಗಳಿಸುವ ಜನರಿಗೆ
ಪ್ರಪಂಚದ ಎಲ್ಲ ಮೂಲೆಯಲ್ಲಿ ಗೌರವ
ಇದೆ. ನಮ್ಮ ದೇಶದಲ್ಲಿ ಕ್ರಿಕೆಟ್
ಆಟಗಾರರಿಗೆ, ಚಲನ ಚಿತ್ರ ಕಲಾವಿದರಿಗೆ,
ಧರ್ಮ ಗುರುಗಳಿಗೆ, ಮಠಾಧಿಪತಿಗಳಿಗೆ ಇರುವ ಗೌರವ ಹೆಚ್ಚಿನದು.
ಹಾಗೆಯೆ ಹೆಚ್ಚಿನ ಹಣ, ಜನಪ್ರಿಯತೆ ಗಳಿಸದೆ
ಇದ್ದರೂ, ಮಕ್ಕಳನ್ನು ತಿದ್ದುವ ಮೇಷ್ಟ್ರುಗಳಿಗೆ ಸಮಾಜದ ಮನ್ನಣೆ ಇದೆ. ಹಾಗೆಯೆ ಗಡಿ
ಕಾಯುವ ಸೈನಿಕ ಪ್ರಾಣ ತೆತ್ತಾಗ ಅವನ ಅಂತ್ಯ ಸಂಸ್ಕಾರಕ್ಕೆ
ಇಡೀ ಊರಿನ ಜನ ಬಂದು
ಗೌರವ ಕೊಡುತ್ತಾರೆ. ಅವರೆಲ್ಲ ನಿಸ್ಸಂದೇಹವಾಗಿ ಗುಡಿ ಸೇರುವ ಹೂಗಳು.
ಬ್ಯಾಂಕ್
ನಲ್ಲಿ ಸಾಲ ಮಂಜೂರು ಮಾಡುವ
ಆಫೀಸರ್ ಗಳು, ಡಿ.ಸಿ.
ಆಫೀಸಿನಲ್ಲಿ ಕೆಲಸ ಮಾಡಿಸಿಕೊಳ್ಳುವ ಕ್ಲರ್ಕುಗಳು
ಗುಡಿ ಸೇರದೆ ಇದ್ದರೂ ಅವಶ್ಯಕತೆ ಇರುವವರ ಮುಡಿ ಸೇರುತ್ತಾರೆ. ಪ್ರತಿ
ದಿನ ಬೇರೆ ಬೇರೆಯವರ ಮುಡಿ
ಸೇರಿ ಕೃತಜ್ಞರಾಗುತ್ತಾರೆ.
ಇನ್ನು
ಕೆಲವು ಜನರ ಸೇವೆ ಯಾರ
ಕಣ್ಣಿಗೂ ಗೌರವ ಕೊಡುವ ಹಾಗೆ
ಕಾಣುವುದಿಲ್ಲ. ಹೋಟೆಲಿನಲ್ಲಿ ತಿಂಡಿ ತಂದು ಕೊಡುವ ಸಪ್ಲಾಯಿರ್ಗಳು,
ರಸ್ತೆ ಕಸ ಗುಡಿಸುವ, ಚರಂಡಿ
ಸ್ವಚ್ಛಗೊಳಿಸುವ ಪೌರ ಕಾರ್ಮಿಕರು, ಸ್ಮಶಾನದಲ್ಲಿ
ಕುಣಿ ತೊಡುವವರು ಅವರುಗಳ ಕೆಲಸ ಯಾರಿಗೂ ಮಹತ್ವದ್ದು
ಅನಿಸುವುದಿಲ್ಲ. ಅವರುಗಳು ಗುಡಿ ಸೇರದ, ಮುಡಿ
ಏರದ, ಕಡೆಗಾಣಿಸೋ ಹೂಗಳು.
ಮನುಷ್ಯ
ಸಂಘ ಜೀವಿ. ಇಲ್ಲಿ ಪ್ರತಿಯೊಬ್ಬರಿಗೂ ತಮ್ಮ ಜೀವನ ಮಹತ್ವದ್ದು
ಎಂದು ಅನಿಸಿಕೊಳ್ಳುವ ಇರಾದೆ ಇದ್ದೆ ಇರುತ್ತದೆ. ಆದರೆ ನಮ್ಮ ಸಮಾಜ
ಕೆಲವರನ್ನು ಗುಡಿ ಸೇರಿಸಿ, ಕೆಲವರನ್ನು
ಮುಡಿಗೇರಿಸಿ ಉಳಿದೆಲ್ಲರನ್ನು ಯಾವುದೇ ಮುಲಾಜು ಇಲ್ಲದೆ ವ್ಯವಸ್ಥಿತವಾಗಿ ತುಳಿದು ಹಾಕುತ್ತದೆ. ಅವರುಗಳು ತಮ್ಮ ಜೀವನದ ಸಾರ್ಥಕತೆ
ಕಂಡು ಕೊಳ್ಳಲು ಪ್ರತಿ ದಿನ ಹೋರಾಡಬೇಕು. ಹೋರಾಡುವುದರಲ್ಲೇ
ಅವರ ಸಾರ್ಥಕತೆ ಅಡಗಿದೆ ಏನೋ?
Wednesday, June 5, 2024
Book Review: Elon Musk by Walter Isaacson
This book begins with a description about maternal grandparents of Elon Musk, their private planes and their risk taking habits. Then it moves on to the early childhood of Elon with this father who was an abusive person (toxic would be a better description) which built many insecurities into Elon's life at the childhood and made him a crazy person like his father. But Elon's mother worked in two shifts a day to make ends meet and provide for her kids.
After childhood, Elon along with his brother and mother moves to Canada seeking a better life. There he goes to college and hones his skills of developing computer games. There after they move to the US. It is his hunger for knowledge and a quest to solve problems in creative ways begin to show up there. His start-up to convert a Yellow Pages directory into an online portal gives him money he needed. There on he moves on to building a payment platform. When that is sold, Elon gets his first million dollars and his passions start to flare encouraging him to take bigger and bolder risks.
After reading several manuals on the rockets and his failed attempts to buy used Russian rockets for his project to reach Mars, he starts his own company SpaceX to build rockets. Though the first 3 attempts to launch rockets fail, the fourth one becomes successful. His attitude of questioning everything and novel ways to look for alternate ways to get things done helps him build rockets at a fraction of the cost NASA builds rockets and in a lesser timer horizon than them as well.
When he is pitched for investments into Tesla to build electric vehicles, he not only invests but becomes a founder of the company and eventually it's CEO. He takes on the entire Auto industry and builds an efficient electric car which becomes a commercial success too. And the valuation of Tesla makes Elon Musk not only a billionaire but the richest person in the world.
He has many other side projects which became businesses like The Boring company, Neuralink. His investments in Open AI does not serve the purpose he had in mind, so he gets into building a new AI company himself. His interest in turning around Twitter consumes his bandwidth and many billion dollars also.
When all of this was happening, his personal life too went through many ups and downs. Multiple marriages and divorces follow. There were many failed relationships too. And in the businesses he had managed he fired many people at all levels. Many good people left him as they did not agree with him and they could not tolerate his abrasive behavior.
Elon is a no regular person in any measure. He has built many businesses and scaled them successfully that needed talent, grit and hard work. But the qualities that brought him success came bundled with craziness as well. Only a person who is crazy enough to think he can change the world will be able to change the world. That is Elon Musk for you.
This biographical book has 95 chapters and 670 pages long. It took me almost a month to read. Though author of this books has several biographical works to his credit, this book captures the vivid, crazy and drama filled life of a person as lively as possible.