onStrategy

The TGV business theory

October 20, 2022
< 1 minute

By Sorin Anagnoste

Strategy | Business Models | Tech

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 mediocre results. It would have been easier to return the money to the shareholders (through dividends) and those shareholders to invest in VR/AR start-ups.

The operating mode in a start-up is total different compared to an established company.

Finally, META is already dead and they know it, but is still a cash cow.

 


Meta market capitalization nov2021-nov2022

Source: ? snapshot, Koyfin

 

Discover posts:

Netflix's business model

Netflix’s business model

Source: Netflix With the year-end reporting season, I took a look at Netflix’s financials. (btw, they are the only large streaming movie platform that’s profitable) So, I have reached the following conclusions: 1/ They are trying to be like a music label…by building their own catalog (+$100 bn spent in (...)

Read more
Microsoft Teams vs Slack

Zoom has an email & calendar now

Zoom has an email & calendar now. Finally, 3 years later: When I saw this announcement, it came to my mind the MS Teams adoption below. What do you prefer? Something free that works “okaish” or something flawless.     Companies prefer bundled products, especially when they come at the (...)

Read more