Archive - The Schilling Point

August 2024

June 2024

Spring 2024: What I Have Been Reading

I have been reading more of the Great Books recently. I always had a propensity to get obsessed with eclectic and wide-ranging fields, such as…

Jun 30 •

Jannik Schilling

April 2024

On Betting Against NVIDIA’s plans

Investing in a SaaS company is usually not a bet against Google but betting on the next chip startup often is a bet against NVIDIA.

Apr 30 •

Jannik Schilling

and

Zi Cheng (Sam) Huang

February 2024

Why Automation saves Manufacturing

At the close of the 20th century, the prevailing belief was that the era of manufacturing in Western countries had drawn to a close. Yet, here we stand…

Feb 19 •

Jannik Schilling

and

Zi Cheng (Sam) Huang

Airbus Versus Boeing: Engineering versus MBA Culture

For around thirty years, Airbus and Boeing have competed duopolistically and we have seen repeated ebb-and-flow in terms of market share. In 1992…

Feb 12 •

Jannik Schilling

Technology, Lawfare, and Finance in the Birth of Electricity

“The American way is to make money by creating wealth, not by suing people.” –Paul Graham In the late 19th century, it was an open technological and…

Feb 2 •

Jannik Schilling

January 2024

An Early Studies Bildungsroman

When I get asked to introduce myself, there are a few different stories I tell depending on the context and the audience. The one that piques the…

Jan 6 •

Jannik Schilling

October 2023

From Germany to Silicon Valley

I am currently in the process of obtaining a visa to move to the Bay Area. I was recently reflecting on all the ways this was not inevitable and how…

Oct 5, 2023 •

Jannik Schilling

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