Steven Sinofsky Profile picture
Sep 21, 2020 22 tweets 8 min read Read on X
1/ This is quite a significant development. Some will say “finally”. Some might say this is wrapped up in politics. For me, journey to this conclusion is kind of a big deal. A look back…
2/ When the first cases hit, public statements from NIH/CDC were solidly about transmission via p2p contact, consistent with cold and flu. Of course there was the famous Fauci comment on handshakes - that was as late as April. npr.org/2020/04/16/836…
3/ Going back before then, however, there were early papers out of China. But these were viewed as anecdotal PLUS many thought information from China was “suspect” at the very least they were not peer reviewed.
4/ Lots of the early discussion of masks echoed the CV Task Force communication that masks were not necessary and air/droplets were not primary vector. This was a typical thread by CNN’s Sanjay Gupta on March 5. Image
5/ On March 10 there was a widely circulated story/paper from China about a bus trip where a number of people were infected in proportion to distance from the primary patient extending the distance the virus travels in air. scmp.com/news/china/sci… Image
6/ In March, WHO published “modes of transmission” document that clearly downplayed the airborne [term of art] nature of the disease. who.int/news-room/comm… Image
6a/ This is the current FAQ Image
7/ A March 17 letter to NEJM said airborne was “possible” but pointed out the relative challenges. nejm.org/doi/full/10.10…
8/ On April 20, another paper/story from China broke about airborne transmission and this one was a seating chart at a restaurant [NB, see how good contact tracing is!] nytimes.com/2020/04/20/hea… Image
9/ This June paper was a review to date and concluded that there was more to learn and essentially validated that the virus is novel, but still not definitive. ncbi.nlm.nih.gov/pmc/articles/P…
10/ By early July, there was a kerfuffle when the lead for CV19 at WHO first said the virus was NOT airborne then backtracked. This was really an argument between scientists over a term of art “airborne” and caused confusion to those following closely. time.com/5863220/airbor…
11/ This shake up led to a letter in Nature outlining why WHO was wrong and the evidence was mounting. nature.com/articles/d4158… The WHO modes of transmission document was then updated.
12/ There were several studies about how far droplets fly. These were all fun and had great visuals (lasers, high speed cameras). But the open question was whether the virus itself was in the drops or just remnants. Same points could have been made with or w/o virus, many said.
13/ A widely circulated letter from researchers at Fauci’s NIH section was even downplayed by Fauci himself on video. The drops fly but the ones with virus fall very quickly in front of you (he said).
14/ All of this if course was enough to create confusion for even those that wanted to do the right thing. In other words, the science was hardly settled. Some dispute that but the evidence wasn’t there to be definitive. Such is a “novel” virus.
15/ But then last week something really interesting came to light—a taped interview between President Trump and Bob Woodward. On Feb 7, Trump said there were reports it was airborne and everyone knew the coronavirus was airborne: It's 'no big thing'
cnbc.com/2020/09/10/tru…
16/ But you have to go back to March when the science was pretty soft. Except the question is who was telling this to the president and what information was that based on? Clearly China was behaving as though it was airborne.
17/ It seems a whole dissertation on responding to unknown can be done on the timeline to conclude Coronavirus 2019 is “airborne” and implications for that. Should the definitions of airborne change? What happens with masks and the WH now? So many questions. // END
PS/ BREAKING: CDC reverses itself and says guidelines it posted on coronavirus airborne transmission were wrong washingtonpost.com/nation/2020/09… // there is no way this happened without politics. Let the FOIA requests begin. Image
PPS/ 10/5/20 Airborne transmission of SARS-CoV-2 science.sciencemag.org/content/early/… // letter in SCIENCE summarizing airborne nature of Coronavirus. Worth noting this might also be the case for common colds and flu. Individuals with COVID-19, ...
PPS/ CDC revises coronavirus guidance to acknowledge that it spreads through airborne transmission cnbc.com/2020/10/05/cdc…
Concluding/ This article from current Nature details the above timeline and includes numerous references.

Face masks: what the data say nature.com/articles/d4158…

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More from @stevesi

Mar 21
Today the US DOJ+16 states/DC (HA we had 19+) filed suit against Apple over abuse of market position ̷b̷y̷ ̷m̷a̷k̷i̷n̷g̷ ̷a̷ ̷v̷a̷s̷t̷l̷y̷ ̷b̷e̷t̷t̷e̷r̷ ̷c̷o̷m̷p̷u̷t̷e̷r̷ in an effort to keep customers reliant on iPhone.

🧵contd until I lose steam COMPLAINT In 2010, a top Apple executive emailed Apple's then-CEO about an ad for the new Kindle e-reader. The ad began with a woman who was using her iPhone to buy and read books on the Kindle app. She then switches to an Android smartphone and continues to read her books using the same Kindle app. The executive wrote to Jobs: one "message that can't be missed is that it is easy to switch from iPhone to Android. Not fun to watch." Jobs was clear in his response: Apple would "force" developers to use its payment system to lock in both developers and users on its platform...
1. This is scary/concerning/freaky if you work at Apple. My first thoughts go to them. What I can say is heads down, be patient. It’s an ultramarathon.

2. If you are a competitor cheering then history tells us down the road you will either become a faded memory or will be sued.
Of course I am not a lawyer and don’t pretend to be one. When the Microsoft case first started in the early 90s. MS’s GC said to me “you have to remember, people who chose to practice antitrust (AT) law not only believe in it but see ‘monopolies’ and ‘abuse’ everywhere.”
Read 50 tweets
Sep 25, 2023
So much of the evolution of technology can be summed up by “what’s new, was already done before…but being first (or early) if often no different in result than being wrong.”

Of course being done before is never ever the same as the new things… 1/
2/ New things that appear to have been done before have a different perspective, bring unique market forces to a problem, and rely on technologies that are often more mature, not brand new.

Many latest and greatest inventions fail and need to be reinvented in new contexts.
3/ I lived through too many Microsoft examples where we were “first”—even “innovative”—only to watch other companies come along and capitalize on something conceptually close/identical but implemented entirely differently.

Their patience and choices made all the difference.


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Read 4 tweets
Sep 13, 2023
Apple's 'Mother Nature' sketch was a complete dud, and didn't belong… // No, no. Issue is much more subtle and practical. Need to separate weird marketing from reality. This is greenwashing but the green is…profit. This isn't Bud Light. Or even "woke" 1/appleinsider.com/articles/23/09…
2/Sure the presentation might have been awkward or even a dud to some. A quasi-religious tone viz. Mother Nature isn't everyone's approach.

At the same time, every fact or position put forth is a strategic, margin-positive, and innovative effort from Apple. Super important. Mother Nature in video.
3/ Start with packaging. Most people haven't thought much about packaging. Even most who have made something needing a package haven't thought about it. Packaging is *expensive* and necessary. It is also a whole discipline. How many knew you could get a PhD in packaging? About The only packaging Ph.D. degree offered in the United States. #1 in Packaging programs (Source: universities.com) The School of Packaging (SoP) holds the prestigious reputation of being the first, the largest, and the most comprehensive packaging school in higher education.  The School educates students to thrive in careers such as packaging engineering, design, manufacturing, research and development, and sales.  Our graduates can be found across most industries and global Fortune 500 companies, and our Ph.D. graduates teach at universities around the world. Students graduate with fo...
Read 24 tweets
Jun 6, 2023
Why are people so quick to proclaim failure for new products? It seems a dumb thing to ask. I mean knowledgable people look at a new product and think it doesn't cut it and will fail. Much more going on. Innovation is nearly impossible to deliver. Harder to predict/analyze. 1/ Scott Galloway @profgallowa...Making the Laptop Commonpla...Apple should pull the plug ...Tesla Motors faces rough ro...
2/ Regardless of the era, predicting failure has always been easy, always been attention grabbing, and always kind of fun. Some say it's necessary simply to counter the marketing and power of the launch. Silly. A launch still has to battle the market. The market is really brutal.
3/ Predicting failure is a form of social credit, a way of elevating oneself above the company. It is in effect a power grab. It is also a form of grift. A con. These are harsh words but let me explain.
Read 24 tweets
Jun 5, 2023
Not a prediction for WWDC. But want to share what I will be looking for, IFF Apple announces a new platform and hardware. New platforms are super exciting. But a new platform from a massively established company is an extra degree of difficulty. 1/ Apple photo of TV, Mac, iPa...
2/ The an insurgent releases a new platform such as the original iPhone Google Chrome, or chatGPT, there’s nothing but upside. The risk is existential failure for the platform but not risk to a massive existing business.
3/ With an already existing platform business, launching an additional one does not happen in isolation. Instead, the new platform is all about how it connects to the existing efforts. This “synergy” can be viewed as a tax or as leverage. Just depends.
Read 19 tweets
May 5, 2023
Apple earnings today. Some happy (after hours trading). Some might say less than perfect. So much short-term punditry over the years has been so very wrong about Apple in the long term.

My favorite predictions came more than a quarter century ago as Apple was on the brink... 1/ Wired Magazine June 1997 im...
2/ Best of the industry got together to come up with 101 ways to save Apple in June 1997.

"Dear Apple: In the movie Independence Day a PowerBook saves the earth from destruction...We don't believe Apple is rotten to the core...You have the power to save the world and yourself." An image of an operating ro...
3/ What follows are 101 predictions from the Wired editors and dozens of sidebars from luminaries with their ideas. Here are a few. Maybe chuckle but most of all these serve as a reminder of punditry as a sport. We need that reminder now.
Read 12 tweets

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