Software eats the… latte? It seems so.
El Pais: “Starbucks of the future: More food, cold drinks and blockchain”. Well, someone figured it out that since the stores are already there why not having also (more) food? This reminded me of McDonalds who ignored the “breakfast” and now this accounts to 25% of their total revenue. Software eats the… latte? It seems […]
Berkshire Hathaway: Maybe Warren Buffet really knows how to tackle turmoils
Maybe Warren Buffet really knows how to tackle turmoils. Below is an analysis YTD for the share price of Berkshire Hathaway (BH) vs. Amazon, META & Netflix. Here is how the BH portfolio looks like: Tech (43%), Finance (25%), Consumer staples (13%), Energy (11%), Consumer Discretionary (6%), others. Sources: Yahoo Finance, Berkshire Hathaway
The road to profitability is much harder than it seems
Uber announced yesterday the results for Q3 2022. Here are my comments: The mobility service is now a premium, considering the actual prices Revenue from food delivery increased, but lower than food inflation “net cash flow from operating activities less CAPEX = $358m“ – how can this be lower than shares issued to employees? (ie. […]
Meta shares have decreased approx. 2.5x in the past year
Michael Porter defines strategy as competitive position, “deliberately choosing a different set of activities to deliver a unique mix of value.” Since 1 year ago the META shares have decreased approx. 2.5x and the pain is real: yesterday they announced that the metaverse “investments” are actually $15 billion…not $10 (to be read: losses). Additionally, the overall […]
Twitter’s acquisition finally happened, although someone realised how much he overpaid
Twitter’s acquisition finally happened, although someone realised how much he overpaid for it. How we ended up here? Well, Twitter’s BoD triggered the SEC’s section 9.9. – as mentioned in one of my LinkedIn posts 5 months ago (!) (see below) Elon’s first decision was to fire the CEO – Parag […]
Applied AI start-ups generate interest and “unicorn” valuations
During my opening speech for FABIZ freshers I detailed a bit on this topic: Applied Artificial Intelligence. Here are some examples: – look at these data and tell me if you see an unusual transaction – is the customer mentioning the competitor‘s name? – tell me how likely is the customer to cancel the subscription […]
What in the world happened to the iPad line-up?
In general, Apple’s line-up is pretty clear when it comes to products: good (entry level), better (mid-tier) and the best (high-end): – iPhone: SE, 14 and PRO – Watch: SE, 8 and Ultra etc …so what in the world happened to the iPad line-up? If you look at the configurations you’ll have mixed feelings: the […]
Snap vs. Twitter worth and DAU
If Snap with 363 millions Daily Active Users (DAU) is worth $13 bn, so why is Twitter worth $40 bn with 238m DAU? Ok, we are not comparing apples with apples, but the argument still stands. …just asking for a friend.
Who do you think AI Animation will disrupt? The high-end or the low end of design/animation studios?
AI + Anime = AI Animation The anime below does not exist, but was created by Dmitrii Tochilkin (@cut_pow) in a couple of hours using a strong generative image model (+ a custom algorithm for 3D animation) Source: Dmitrii Tochilkin (@cut_pow) So, who do you think AI Animation will disrupt? The high-end […]
The TGV business theory
In the strategy book I’m writing I have coined a new theory — The TGV business theory. That is, once a company starts doing one thing best it cannot do other things (ie. META doing VR / AR platforms). The $10 bn invested by the company in the “metaverse” are more or less gone, with […]