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"It's Time to Build": Bookmarks

Our lives surf on the achievements of the past while considering endless opportunities ahead. From global food production/distribution, highways and computer networks to energy, we enjoy incredible opportunities at every turn - far more than my Grandfather might have dreamed of more than a century ago.

A recent launch event for Patrick McGee's Apple in China offered an opportunity to reflect on several books I've read over the years.




Principles of Scientific Management

by Frederick Taylor [1911], recommended by long time mentor and friend Bill Steinberg:
Essentially, Taylor suggested that production efficiency in a shop or factory could be greatly enhanced by close observation of individual workers and elimination of waste time and motion in their operation. Though the Taylor system provoked resentment and opposition from labour when carried to extremes, its value in rationalizing production was indisputable and its impact on the development of mass production techniques immense. -- britannica.

Ford Methods and the Ford Shops

by Arnold and Faurote [1915]:
Arnold, a correspondent for The Engineering Magazine, grasped the significance in Ford’s work and began a series of articles on the company’s Highland Park factory. After Arnold’s untimely death, Faurote completed and compiled the articles in the 1915 study Ford Methods and the Ford Shops. The book’s detailed descriptions, numerous photographs and careful diagrams give us a vivid window into Highland Park at a seminal moment in manufacturing history.

Looking back now, the most remarkable aspect of Ford Methods and the Ford Shops is the liberal level of access Ford gave to its authors. It is difficult to imagine Google or Apple opening their doors to today’s press and giving unfettered access to employees, workspaces, and sensitive production figures. The company’s cooperation speaks volumes about Henry Ford’s confidence in Highland Park. He knew that his methods were far ahead of his competitors, and there was little fear of them catching up too quickly. -- The Henry Ford.

Out of the Crisis

by W. Edwards Deming [1982]:
Out of the Crisis is a classic of the quality movement that the Toyota Production System was borne out of. Deming was really one of the founders of that movement and one of the first people to somewhat intuitively grasp the complexity of modern businesses and what that required from management to adapt.

Though this book is clearly directed at physical manufacturing businesses, it’s pretty easy to see how they apply to pretty much any business.

A simple but profoundly true example:

Defects are not free. Somebody makes them, and gets paid for making them. -- Taylor Pearson




## A thankful child of entrepreneur parents, I learned a great deal about the systems behind Deming's work while selling lawn mowers and small tractors in high school and college. A mechanic colleague told me he was shocked that when assembling the first Japanese manufactured Kubota tractor, all the parts just fit, unlike our domestically produced products.






Kaizen

by Maasaki Imai (also recommended by Bill) [1986]:
The oil crisis in the 1970s was a turning point for many businesses in the West when they realized that Japanese companies coped much better than they did during this period of turmoil. The competitiveness of Japanese companies intrigued many senior management teams outside of Japan; some even suspected Japanese businesses had a magical, mystical or mysterious way of operating.

However, the history of Toyota Motor Corporation clearly shows that methods of continuous improvement have been developed over many decades. After studying these practices, I was convinced about the transformational power of continuous improvement as a systematic methodology – KAIZEN™. Due to my unique insight and experience, I saw the opportunity to introduce KAIZEN™ to the rest of the world. -- Imai interview

The Machine That Changed the World

by James Womack [1990]:
Now reissued with a new Foreword and Afterword, Machine contrasts two fundamentally different business systems — lean versus mass, two very different ways of thinking about how humans work together to create value. Based on the largest and most thorough study ever undertaken of any industry — MIT’s five-year, fourteen-country International Motor Vehicle Program — this book describes the entire managerial system of lean production.

Nearly twenty years ago, Womack, Jones, and Roos provided a comprehensive description of the entire lean system. They exhaustively documented its advantages over the mass production model pioneered by General Motors and predicted that lean production would eventually triumph. Indeed, they argued that it would triumph not just in manufacturing but in every value-creating activity from health care to retail to distribution. -- Lean Enterprise Institute.

Freedom’s Forge

How American Business Produced Victory in World War II by Arthur Herman [2012]:
But what’s interesting is that this division of labor didn’t develop harmoniously and smoothly — there was plenty of jostling between business and government, with Knudsen’s firing being only one small example. Herman relates a case in which Roosevelt’s Secretary of the Interior Harold L. Ickes made a giant list of 70,000 individual cases where Henry Kaiser’s companies had violated labor law. Kaiser simply threatened a publicity campaign against the administration, and Ickes backed off. There are various other examples in the book.

Unions got involved too. There were massive waves of strikes all throughout the war production period. The Roosevelt administration, though initially supportive, eventually had to crack down. But that display of union strength, at a critical time, helped to cement labor’s power and pave the way for the good manufacturing jobs that Americans remember from the postwar boom years (whether that power and those wages were sustainable is another question). -- Noah Smith

Apple in China

by Patrick McGee [2025]:
Patrick McGee reflects on the reasons he began looking into Apple’s history and unusual trajectory to majority market share in the U.S. He aimed to uncover what could possibly derail Apple. McGee says, “everything being made in China was the achilles heel of that company.” -- wsp

A major portion of the book focuses on the time during Tim Cook’s ascendancy to CEO and the challenges he has had to placate both Xi and Trump. He had to continue to affirm his commitment to China,even while conducting a facade about building a new plant in Texas to build computers. Even more disturbing, Cook has had to remove apps from the China app store that the government didn’t like, including popular news sites and VPN products, and eliminate the data privacy policies other iPhone users enjoy. -- Phil Baker
Interestingly, McGee's work is published by KKR owned Simon and Shuster, who also released The Machine That Changed the World.

Addressing Apple's unprecedented ability to manufacture and distribute complex products around the globe at immense scale is a worthy topic for McGee and an essential addition to this list.

Liftoff and Reentry

by Eric Berger
Eric Berger is the senior space editor at Ars Technica, covering everything from astronomy to private space to wonky NASA policy, and author of two books: Liftoff, about the rise of SpaceX; and Reentry, on the development of the Falcon 9 rocket and Dragon. Eric has an astronomy degree from the University of Texas and a master's in journalism from the University of Missouri. He previously worked at the Houston Chronicle for 17 years, where the paper was a Pulitzer Prize finalist in 2009 for his coverage of Hurricane Ike. A certified meteorologist, Eric founded Space City Weather and The Eyewall, and lives in Houston. Connect with Eric on Twitter and LinkedIn.


Readers may enjoy exploring places in the amuz app (VR+) such as

Apple Park (Cupertino, CA)

The Toyota Auto Museum (Nagoya, Japan)

The Henry Ford and Greenfield Village (Dearborn, MI)

Starbase (Boca Chica, TX)

BMW welt (Munich)

the Centre for Computing History (Cambridge, UK)

The Computer History Museum (Mountain View, CA)

Tesla (Fremont, CA)

John Deere (Moline, IL)

Kinze (Williamsburg, IA)

the NSA museum (Annapolis Junction, MD)

Starbase, TX

Bletchely Park (Milton Keynes, UK)

--- Jim Zellmer



You don’t just see this smug complacency, this satisfaction with the status quo and the unwillingness to build, in the pandemic, or in healthcare generally. You see it throughout Western life, and specifically throughout American life. -- It's time to build by Marc Andreessen

How have these books sold? Grok responds.













Changing the World: Homer Sarasohn Edition

History. So fun and engaging.

In my lifetime, I've observed the industrial transition from the Henry Ford Assembly Line to the Toyota Production System and now Apple's remarkable ability to produce very high volume intricate products at global scale.

Patrick Mcgee - author of the terrific Apple in China book returns to Apple in two parts: "roots of a tech revolution" and "how Asia fuelled its rise to the top".





A gorgeous graphic!

Mcgee begins:

"This is a story about how ideas travel — across oceans and factory floors, and sometimes through a single person changing jobs. It is a story about how America invented a manufacturing philosophy, exported it to Japan, forgot it, relearnt fragments of it through a handful of companies and then re-exported the whole synthesis to Asia. The story leads us to the present moment, with the US spending vast sums trying to bring it all back, southern India investing to be the next global tech hub and China fighting to hold on to its manufacturing dominance.

It is, above all, a story underscoring that what Apple started to build in Shenzhen, China a quarter century ago is not merely an assembly line. It is the endpoint of a multi-decade chain of civilisational knowledge transfer, a feat of enormous complexity that cannot be replicated with tax breaks in Karnataka or a ribbon cutting in Texas.

The whole chain begins with a question. In occupied Tokyo, a 33-year-old engineer named Homer Sarasohn stood before a group of Japanese executives and asked: why does any company exist?"

For me, the technical intrigue "lies in the subtle, multi-decade transmission of management philosophy—how abstract ideas about “total systems,” statistical control, and worker empowerment traveled from a 1940s Osaka hotel classroom to the precision engineering of a modern iPhone".

Practically, while selling small tractors years ago - thanks to my entrepreneurial parents - I observed a mechanic colleague remarking that a late 1970's Kubota tractor and its accessories just fit together and required no hammering.

Who could forget a physician family friend proudly demonstrating how smoothly and quietly his late 1970's Honda Accord's door closed.

Yet, we have so much to learn. I witnessed a recent water heater delivery and installation delayed with increased cost due to a big dent in the tank discovered only when the unharmed packaging was removed.

Deeper Dive:
It's time to build: books, articles, links and immersive visits to interesting places.

Job to be Done: Thinking about Work and Place.

A Lesson Learned and a Lesson Forgotten - Homer Sarasohn by Robert Chapman Wood.

Homer Sarasohn and American Involvement in the Evolution of Quality Management in Japan, 1945–1950 by N. I. Fisher

Worth watching: Terafab summary by grok.


Explore Japan in amuz















Apple Search, Discovery and amuz experiences

Swipe Right. Search. Discover

iPhone and iPad users unlock their devices at least 100 times per day (36 Trillion annually). Device interactions such as app, messaging and camera usage, are an "order of magnitude higher". [1]

Apple's iOS 14 adds a prominent, new search and discovery experience. [2]

amuz - the app for explorers - amplifies curated locations around the world using these new interaction points. A beautiful example - Oregon's Left Coast Estate:





This video illustrates iPhone discovery experiences for Taliesin, Iguazu, Longwood Gardens, Longji Rice Terraces, and Shanghai's PuDong airport.

New experiences = new opportunities. Nearly half of Google’s search traffic now comes from Apple devices. [3]



Explore interesting locations worldwide with amuz on iPhone and Android.



1.




2. Tim Harford and Patrick McGee :

Most significantly, iOS 14 nudged aside Google for certain search functions. Queries made in the search window accessed by swiping right from the iPhone’s home screen — which Apple calls the “Today View” — show an Apple-generated list of search suggestions rather than Google results. These results include “autocomplete”-style suggestions generated by Apple, showing that it is learning from its 1bn users’ most common queries.

3. Apple, Google and a Deal That Controls the Internet by Daisuke Wakabayashi and Jack Nicas