Market Analysis

DisrupTV Episode 237 - Jon

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DisrupTV Episode 237

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Alexander The Great

Big Idea: Decision Velocity

Guess what Alexander the Great's success on the battlefield is often credited to? SPEED of decision-making or decision velocity.
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Winner Takes All

Big idea: The Digital Giant Ethos

Today's Startups Are Designed To Be Monopolies On Day One From day one, startups are designed to dominate markets, overthrow existing Fortune 500's, and emerge as a monopoly. Sector after sector has become a winner-takes-all — or two-winners-take-all — bloodbath:
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Partnerships

Big Idea: Consortiums Often Fail, But Joint Venture Startups Will Challenge Digital Giants

Learn From The Failure Of Consortiums Consortiums of independent companies have a high failure rate, despite their potential power. @Constellation Research studied the history of 100 consortiums, shared services models, trading networks, and open source communities. All attempted to bring together companies for their self-interest, yet 99% of these coalitions failed!
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Amazon Sidewalk

News Analysis: Amazon Sidewalk Ups The Battle For Last Inch Connectivity

Key Features Extend Last Inch Network On Friday May 7th, 2021, Amazon announced a series of updates to Amazon Sidewalk. Sidewalk delivers last mile connectivity via a network bridge protocol on Amazon's smart home devices. The Sidewalk Bridge devices such as Echo products and Ring Floodlight Cams use a 900 MHz band and Bluetooth Low Energy (BLE), to extend WiFi networks
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Wall Stret Sign

Monday's Musings: Extreme EBIDTA or Rapid Growth?

Think and Act Like A Digital Giant No matter how big your company, you’ll need to convince your shareholders or private investors to keep financing your long-term strategy for market dominance, even when the short-term gets rough.
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The Road to $1 Trillion in Market Cap

News Analysis: Crypto FOMO and Bitcoin's Rise Into the $1 Trillion Club

Crypto FOMO Drives Capital Flows Out Of Big Tech (For Now) Retail investors have taken money out of the equity market and rotated into crypto to catch the wave. With all crypto's now worth more than $2 Trillion in market cap and Bitcoin standing out at $1 trillion, this poses a risk to the US dollar dominance as the reserve currency.
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American Airlines OneWorld

Big Idea: Prioritize Long Term Invesmtent Mindset Over Short Term Profits

Short Term Thinking Crushes Traditional Companies In Fight Against Digital Giants If legacy companies want to compete with data giants in the age of extreme capitalism, spending capital on innovation needs to STOP being sacrificed for short-term profits.
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Everybody Wants To Rule The World July 13, 2021

Big Idea: It took 50 years for markets to consolidate down to a few dominant players. Now it takes ten.

It took 50 years for markets to consolidate down to a few dominant players. Now it takes ten. Countless industries went through gradual reorganization from hundreds or thousands of small players down to a couple of giants. But until very recently, the keyword was “gradual.” There’s no longer going to be a monopoly in each industry. In the next ten years, I expect to see about 100 dominant players in 50 distinct markets worldwide, in most cases with a duopoly of two giants per market.
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