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?
MORGAN STANLEY THINKS SO? WILL AUTO OEMS BECOME POWER UTILITIES
PROFIT POOL 101 AND GOOGLE SELLS HANDSET BUSINESS TO LENOVO
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
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