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This post follows the Bearish Case of Digital Transformation. The bullish case of Digital Transformation is a scenario where productivity growth in many industries approaches 3% or higher for a sustained period (2020+) and the product/service quality is continuously improving.
There is a good chance that the bullish case comes true, especially if advances in foundational components of Digital Transformation feed each other and geo-political conditions return to a tranquil state. Continue reading Digital Transformation – The Bullish Case
We can see that a broad discussion on boom or gloom scenarios for the world economy is taking place across the political and economic spectrum based on this New York Times article. How technological innovation increases productivity is at the center of this debate. It aligns nicely with the raging debate and marketing hype around digital transformation. Continue reading Digital Transformation – The Bearish Case
What impressed me more than the raw numbers about Didi Kuaidi is how aggressive and entrepreneurial the company is in many parts of the world. It has fingerprints of Jack Ma’s inclination to go ALL the way.
Netflix and Amazon are shaking up Sundance hierarchy. It looks like Amazon and Netflix are providing a major boost to the independent film production. I see a dichotomy appearing with major studies focusing on franchises (Avengers…) and streaming services more or less dominating independent film making. Where art thou, Apple and Youtube?
Despite the click bait title of the Business Insider article on Tesla it contains an essential challenge Tesla continues to face in the automotive industry, which is to get to meaningful scale. I believe that number is between 1 and 2 million units in the automotive industry. Sergio Marchionne of Fiat-Chrysler believes it is 6-8 million units because he wants to be a mover and a shaker like Toyota, GM and VW are in the automotive world. It took Hyundai upwards of 3 decades to be included alongside Honda and Nissan. Aston Martin and Ferrari are hobbies relying on the goodwill, parts bins and bank accounts of major auto manufacturers. Continue reading Why Apple Should Buy Mazda And Not Tesla
Not a day goes by that I don’t get a message extolling the virtues and promise of Digital Transformation. Most of the numbers related to Digital Transformation are in the Trillions.
- WEF, with a little help from Accenture, thinks that Digital Transformation can create 100 Trillion dollars in value
- Cisco posits that Internet of Everything, a core element of Digital Transformation, is a 19 Trillion dollar opportunity
- GE in a very elaborate report outlines that Industrial Internet of Things could add between 10 to 15 Trillion dollars to world GDP
Large numbers are thrown by very respectable firms with abandon. There is nothing wrong in being optimistic about technology’s potential to improve and add value. But optimism that borders on wishful thinking can lead to disappointment.
But, firstly, let’s look at Bill Gates’s quote below Continue reading A Contrarian View on Digital Transformation
In the age of social media it’s hard to pay attention to more than 2 paragraphs of text at a time. It’s highly unlikely that you will find the time, interest and initiative to read 167 pages of the ominous sounding “Future of Jobs” report from World Economic Forum (WEF). So we did for you, subtracted all the fluff and abridged the report into this lucid post. First a few bullet points. Continue reading The Abridged Version of WEF’s Future of Jobs Report