Tuesday, December 31, 2024

Yes, the future is digital. More importantly, it's asset light.

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The 20th century company acquired capital assets (property, plant and equipment); employed a large, low skilled secondary workforce to produ...
Saturday, November 30, 2024

Industrial firms are struggling with policy change. They can be designed to respond to change.

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News media have been trying to interpret the economic and commercial ramifications that will come about as a result of the US elections earl...
Thursday, October 31, 2024

Bosses at troubled companies say they want growth through innovation. They prefer growth through girth.

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The headlines are heavy with iconic companies that have hit the skids recently, from Starbucks, to Boeing, to Intel. All have relatively n...
Monday, September 30, 2024

It isn’t “return to office.” It’s “malicious destruction of trust.”

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Return-to-office mandates continue to trickle in, and every now and again a prominent employer makes a headline-grabbing decision that all e...
Saturday, August 31, 2024

For years, tech firms were fighting a war for talent. Now they are waging war on talent.

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In the years immediately following the dot-com meltdown, there was more tech labor than there were tech jobs. That didn’t last long. By 20...
Wednesday, July 31, 2024

US automakers are struggling with electrification. They won’t have that luxury bringing autonomy to market.

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Four years ago today, I blogged about the difficulty automakers faced in transitioning to electric vehicles , specifically that there were c...
Sunday, June 30, 2024

The yield curve is inverted. Tech's problem is asset price inflation.

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The business of custom software development is, at its core, an asset business. Software development is the business of converting cash to ...