It is time for ”Private Equity” companies to go back to their original playbook: buy underperforming business, deploy talent to improve strategy execution and operations. Instead of ”load it with debt and flip it or list it” #MTBS
The notion that ”AI” is going to replace people is not supported by facts. Simply. Not. At. All. It might in future, but now, this is a massive bubble #MTBS (from @TheEconomist) https://t.co/Xcr3BznbJ6
Excellent piece in the FT today about how healthcare needs an end-to-end process approach to achieve genuine improvement, rather than sprinkling technology (including AI) on top of existing ways of working. A Business Process Renaissance indeed #MTBS
Dramatic business model re-set for railway infrastructure and services in UK! Even if you’re not a fan of nationalisation… you must admit that the private alternative failed to deliver #MTBS https://t.co/Rz6xrVM1rf
The business model ecosystem of consumer goods has done a massive ”flip” from producers to retailers #MTBS (from @TheEconomist) https://t.co/FU3lwahQ3S
Yup. Here it is. Dotcom 2.0. It will be great eventually, but as ever, perhaps on the back of new players, offerings and business models #MTBS (from @TheEconomist) https://t.co/Oyfn29LDm9
Social media, led by TikTok, upends the product and offering development of supermarkets and restaurants, as well as presenting huge challenges for producers and logistics #MTBS https://t.co/uBgU56ypwM
Heartbreaking (but not unexpected): the tariff idiocy of the US will create a business model massacre for SMBs that source in China. And then the poison will spread up the value chain (from the FT) #MTBS
Foundational AI models are not where the productivity explosion will come. The “apps” built on top of these models is where the action is. And it is buzzing with innovative activity. Wonder when we will see a Rocket Internet lookalike, copying good ideas fast (from the FT) #MTBS
The Economist is really going all in on wonderful AI use cases this week #MTBS AI models are helping dirty industries go green (from @TheEconomist) https://t.co/wNIQEMg3iv