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Showing posts from July, 2020

Business books to lookout for

Lights Out: Pride, Delusion, and the Fall of General Electric  Here's and excerpt from the book “I’m not a media mogul, I’m the media mogul’s boss,”  - Jeffrey Immelt.

Water Resilience

BlackRock warns about the need of water resilience  for public health production facilities global supply chains Business disruption cost

Congestion Fees

Curbing Gridlock: Peak-Period Fees to Relieve Traffic Congestion Uber is now providing  Mobility as a service  with its complementary first and last mile trips involving public transit.  Congestion fees  is seen as one way for adoption of public transport. Uber adds retail and personal package delivery services as covid-19 reshapes its business . Moving people and things people need. Getting them where they want to be and what they want, where they are.

Invent and Wander: The Collected Writings of Jeff Bezos, With an Introduction by Walter Isaacson

Invent and Wander: The Collected Writings of Jeff Bezos, With an Introduction by Walter Isaacson Leonardo da Vinci  wondered about the tongue of a woodpecker. How Benjamin Franklin discovered how storms move We make money when we help customers make purchase decisions. Preference for  future cash flows  just like long term of view of  ex-honeywell CEO David M Cote High touch customer interaction vs low prices, contradicting interests as harbored by Inventory , mentioned by Cote as to what business is always up against. Meeting them both is the challenge.

Emerging Domestic Markets: How Financial Entrepreneurs Reach Underserved Communities in the United States

Emerging Domestic Markets: How Financial Entrepreneurs Reach Underserved Communities in the United States slotting fee Various case studies of  minority owned businesses social finance Elsewhere: Moolahsense  is a debt crowdfunding  company in fintech . "B usiness loans tend to be a product that does not differentiate on non-price factors."   I've gotten way more into the real estate and finance world in the last year and someone absolutely needs to open a bank designed to service entrepreneurs, freelancers, and self employed people. Not being on a normal W2 makes getting a mortgage and other financing so complicated — Nat Eliason (@nateliason) July 30, 2020 Support small businesses doing great things for their communities

Export Controls during Covid

Export Controls: A Contemporary History Raising export controls now is a losing strategy. Export controls during covid  involves general license, favorable reviews. "Virus from the SARS outbreak in 2003 is classified under ECCN 1C351.a.46, which is subject to more stringent licensing requirements. The current classification of the COVID-19 virus as EAR99 could, therefore, more easily facilitate international research on treatments and vaccines for the virus." -  Ryan Fayhee & Co.  

Always be Innovating

Always be Innovating A  Tesla's supplier  is innovating with  hairpin or the square coil winding  instead of circular coil.  " Rectangular wire is actually not a new motor technology when applied to low voltage automotive machines. The idea goes back to the 1930’s for automotive starter motors. The technology is quite widespread today for alternators. But for high voltage applications, rectangular wire is new.  " - Peter Savagian. Musk's call for a sustainable nickel mining  with zero carbon Canadian answer  might have impact on the overall nickel mining business itself.

The Pallet Book

The Pallet Book If you had the  pallet crafts , would you be willing to upcyle it again ino it soriginal purpose object? Cause there is a shortage. Before you begin that, is it  ISPM-15 compliant? Other  green alternatives  that are pest resistant and heat treated. PS: On the lighter side - You must have heard of the  Aluminum can shortage stocking out beer . Aluminum is another alternative for the pallets. But will you use the aluminum for the beer or the wooden keg? Will you use the  wooden pallet  for storage and transportation in the brewery or the wooden keg? 

Mistakes That Worked: 40 Familiar Inventions & How They Came to Be

Mistakes That Worked: 40 Familiar Inventions & How They Came to Be Chocolate chip cookie itself was invented by mistake. The shape of the chocolate chips like mini Hersheys. When these are home made, they have a mound shape instead of a cone shape. “The chip isn’t a designed shape,” says Labesque. “It’s a product of an industrial manufacturing process.” - Bloomberg article. According to a Tesla Designer,  Shape of a chocolate chip for the best cookie taste .

Winning Now, Winning Later: How Companies Can Succeed in the Short Term While Investing for the Long Term

Winning Now, Winning Later: How Companies Can Succeed in the Short Term While Investing for the Long Term How do you revamp inventory? Just in time will only be effective   . when everything in the pipeline is ready to be just in time You start with .Reducing the time from order to delivery   . save operating costs from efficiency        . Can price be increased?           Inventory is  reported based on cost and not price.  So no negative implications there. Short-termism Vs Long-termism A deal done for $60mil with short-termism could result in obligations of $1billion. Younger generations of customers and employees demanding transparency and social responsibility will change how you run the business. Mathematics of two-echelon supply chain system Is  buying back inventory  an option to alleviate customer's  poor product forecasts . EDLP or Every day low price  strategy is helpful if price leads to ...

Check your Initial Conditions

Check your Initial assumptions  or the essential reading at YC - The Futurists Hazards of Prophecy Letter from Alvin Toffler to Olaf Helmer The Future as a way of life  by Alvin Toffler  . Energy consumption  . Knowledge production

Think Twice

Think Twice: Harnessing the Power of Counterintuition Jeff Bezos 70% rule

Introduction to Complexity and Applied Complexity

Developing a topics list for an Introduction to Complexity and Applied Complexity course. List so far, I'm sure I've missed some things List is in no particular order at the moment, lots of interrelatedness of the topics themselves, of course, and plan to map that. comments? pic.twitter.com/jyaLJiIx27 — Joe Norman (@normonics) July 10, 2020

Digital Video Ad spending

Digital video ad spending " CTR rates across channels and time to see how terribly performing most ad units are unless they are retargeting. A typical attribution path for me is social for apps and affiliate content for product." - SM

Winning the Loser's Game

Winning the Loser's Game, Seventh Edition: Timeless Strategies for Successful Investing

Who can get the vaccine to the public?

7.6 billion needed one more year  according to CEO of Merck. Merck puts 21% of their revenue into R&D. This sets its apart from other pharma companies with only one product and one lever of raising the price. Where does the retail company use its space?  Sprouts  has more retail space for fresh food than others. Merck's CEO's route from lawyer to CEO with stretcha ssignments and mentirng from 3 of its CEOs.

What are employers doing to bring employees back to the office?

Employers find testing employees more trouble than it's worth Some employers like Intel are hiring temperature screeners who "i ssue a touch-less thermometer test by pulling a trigger" and record an employee with temperature according to a jobsite. Another employer GDIT is hiring  contact tracer s Other options mass testing  not so much Companies are  hiring their own epidemiologists  to help deal with the pandemic.

Which unix function will be the next internet company?

There’s an old joke that every Unix function became an internet company, and then every Craigslist category and Excel template. Shopify is a $100bn Wordpress plugin (so is Stripe). So what solved problem do we all take for granted today that will be unbundled again? — Benedict Evans (@benedictevans) July 6, 2020 Shopify CEO on Bloomberg  who is deeply involved in Ruby with rails.

City composition

Families moving to suburbs Vs youthification in cities mutually reinforcing than contradictory Restrictive land use policy and their costs . a trillion a year . Rise in productivity due to increase in local housing prices and wages and not employment Wharton's land use regulatory  index

Rental Startups

Rhove startup gives renters a financial stake in their apartments Now renters can also make money in the real estate market with Nico Other vacation rental startups vacasa's story . saves owners time . more revenue Will vacasa ever acquire properties? Differences between  Sonder and airbnb - Lyric to wheelhouse selling technology for room booking pricing - Blueground: This airbnb style startup wants-you-to-skip long-term leases and live month to month instead .Home for traveling consultants .cost-effective for employees. Compare to 10000$ for a month. .Flexibility and convenience                       Properties  Cities 2020 3000 6 2023 50000 50 Domio . Asset light brand managed model ." higher valuation doing management franchising and it's a higher return on investment." .Apart-rental, booking enabled Domio difference Zeus valuation down due to Coronavirus Corona affected shutdown of Stay Alfred H...