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Jon Metzlercommentary and analysis on Strategy for the Networked Economy; Opportunity Recognition; Clusters; Japan; happenings at UC-Berkeley; business school teaching; semiconductors; sometimes pop culture
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 95 | Founded | 4 years ago | Last Issue | 8 days ago |
| Active | |||||
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jonmetzler.substack.comLatest Issues
Clusters: Locations, Ecosystems, and Opportunity - 2026 edition
Friends, long-time readers (hat-tip ) will remember that clustering was a core theme of this newsletter for the first two years or so, as a product of teaching Clusters: Locations, Ecosystems and Opportunity at UC Berkeley.
I’m delighted...
Joint post: Arm & SoftBank: Part 1- Masa comes calling, bearing gifts
Team, I’ve been a happy reader of for many years. Past students might remember his post on AI accelerators (The Cambrian Explosion).
The two of us got together for an extended cup (well, cups) of coffee during a visit to the UK this summe...
Global markets, local products (Part 1)
Friends - what to say when a group of high schoolers - and their governor - come to campus? I had a fun experience with this last week, when a 70-odd strong group of high schoolers from Iwate Prefecture, Japan, visited UC Berkeley…..and bro...
Back to school, part 2
Plus: Apple CEO transition; the memory pendulum
Friends - the fall semester at UCB got started the week of August 24. We are now two weeks into Opportunity Recognition: Technology & Entrepreneurship in Silicon Valley (MBA), and one week in...
Back to school, fall 2026 edition
Friends - this past week was move-in week on the UC Berkeley campus. Students and caregivers showed up for their appointed housing check-in slots. Streets and stores were crowded again. Fall semester looms. Let’s do this!
A warm welcome t...
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Continuing Professional Faculty, UC Berkeley. Teach Strategy for the Networked Economy and Opportunity Recognition. Also: Clusters; Business in Japan; Strategy. Media in US and Japan, then wireless, then services, now teach/train/advise/research.
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