Ben Thompson* (temporary paywall) makes an excellent first-order analysis of Elon Musk's bid to acquimerge SolarCity with Tesla. But he, uncharacteristically, stops short of seeing the mid- and long-term reasons for the acquimerge. It's about SpaceX. It's about Mars. It's about the Moon. Musk knows that he needs an incredibly-solid pipeline of technology to get …
Continue reading tesla’s solarcity bid isn’t about energy production
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dell buys emc
So I missed predicting anything like this one. If you’ve been under a rock, like apparently I was last week, you’ve missed out on hearing Dell is purchasing EMC. For $67 billion. With a “B”. This seems to be taking lots of people by surprise, but it makes perfect sense: Dell is already a huge supplier of servers into not only …
Continue reading dell buys emc