Uncategorized

Tesla IP upstream and Power utility downstream? Lego?

What if Tesla licensed it’s technology to all the auto OEMs and become a utility company downstream? Software eats hardware and marketplaces eats industries.

Will 3D printing turn Lego into an intellectual property publisher?

Will 3D printing turn Lego into an intellectual property publisher?

 

profitpool_pcindustry screen-shot-2013-09-18-at-4-20-53-pm

MORGAN STANLEY THINKS SO? WILL AUTO OEMS BECOME POWER UTILITIES
https://gerardjrego.com/2014/02/25/morgan-stanley-thinks-so-will-auto-oems-become-power-utilities/

PROFIT POOL 101 AND GOOGLE SELLS HANDSET BUSINESS TO LENOVO
https://gerardjrego.com/2014/01/30/profit-pool-101-and-google-sells-handset-business-to-lenovo/

WHY MARKETPLACES ARE EATING INDUSTRIES!
https://gerardjrego.com/2013/12/29/why-marketplaces-are-eating-industries/

Now this is exciting. Watching shorting of equity and an opportunity to disrupt an industry? Ultimately three simple metrics win.

1. Cash Conversion Cycle

2. Inventory Stock Turns

3. GMROI

Watch the greatest disruption around us as we speak and then read “Business Model Warfare”

I have been a long proponent of business models and why by just looking at the core of a business, you see the Profit Pool (http://www.bain.com/publications/articles/how-to-map-your-industrys-profit-pool.aspx) and the business model and you get a very good handle on the business, whether startup or a publicly traded corporation.

Business Model Warfare

Business Model Warfare

The Story Behind Business Success and Failure

by Langdon Morris

http://www.innovationlabs.com/publications/business-model-warfare/

 

 

Categories: Uncategorized

1 reply »

  1. Wow that was strange. I just wrote an incredibly long comment but after I clicked submit my comment didn’t show up.

    Grrrr… well I’m not writing all that over
    again. Anyhow, just wanted to say great blog!

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