Notes.

Lot of stuff this week. One note: I'm behind on personal email, and that's likely to continue for the next week or two at least. If I owe you a reply, it's nothing personal!

Wayfinding & Strategy.

  • Tesla put an offer in to purchase SolarCity with $2.8B of stock. I recommend reading Horace Dediu on whether Elon Musk is "asking the right question" first. Then check out the MIT Tech Review on the technical risk that Tesla is taking on with their new battery plant. Then Seeking Alpha on (appropriately) the increased risk of bankruptcy that SolarCity's $900M worth of convertible notes will bring to Tesla. I'm excited about these two companies officially joining forces, but agree that "no brainer" is a mischaracterization.
  • Some interesting details about ANSYS's acquisition of SpaceClaim.
  • The Fusion 360 public product roadmap is pretty impressive - both in terms of features and in terms of transparency.
  • China could get 26% of its power from wind by 2030.

Making & Manufacturing.

Distribution & Logistics.

Inspection & Testing.

  • My EBM titanium seatposts failed after ~75,000 fatigue cycles.

Tangents.

Credit to Brad for sending links this week. If you see something, send something :)

And.

The NYTimes' thorough, critical, and appropriately interactive
piece on the new Panama Canal.

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2016-06-26