onStrategy

The TGV business theory

October 20, 2022
< 1 minute

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:

what Gen Z learns in school vs what Gen Z uses at work

Unlock the full Gen Z potential

Gen Z dislikes MS Excel. Especially when they studied in school how to do the heating maps in python, regression with R/SPSS or adapt algorithms. I am not talking about Computer Science students, but actual business students. At FABIZ we have changed around 30% of the learning syllabus in the (...)

Read more