How could investors reduce risks and ensure profitability? How could they get a clear understanding of future revenue? In what way could real estate investors benefit from a revenue generation simulation solution? Founder of Airbtics, Jae Seok An and myself addressed some of these questions in a recent conversation. Introducing Jae Seok An, Founder of Airbtics, a revenue generation simulation solution Brought up in South Korea,…
A few weeks ago Jeff Bezos, Amazon’s founder announced a 10 billion dollar investment fund geared towards transitioning our economy into a greener one. But, how does 10 billion dollars measure up to capital needs required to building a green economy? What could Amazon bring to the green transition? And finally, is there any kind of contradiction between Amazon current operating model and building…
Building unicorns: sure! But why? How is the current French president, Emmanuel Macron, planning on creating an innovation ecosystem conducive to giving birth to 25 unicorns by 2025? What is it about the existing French economy that must be overhauled? And why is it important for France to be producing unicorns in the first place? How does this tie into value creation and jobs?…
As digital technologies should pave the way to $1210 billion in value by 2025, bankers will be playing a dual role. First of all, they will be investing across many industries in order to optimize production chains and increase overall capital efficiency. Second of all, they’ll be revamping their own business as the financial sector should generate $108 Bn in value by 2025. But where…
What makes up the $1210 value creation? How to grasp the implications for Senior Leaders and investors in digital technology? Quantitative analysis shows that new revenue generation should claim the largest share of the $1210 Bn at stake, ahead of existing offerings improvement. Most value to come from novel business lines Top management may consider several alternatives if they want to tap into…
Previous articles spotted technologies showing significant potential for value creation. But what industries should Technology leaders focus on and with what offering? On a broader level, what innovation portfolio should growth-minded CEO build if they want to capture a large share of the $1210 Bn at stake? These questions address the more fundamental issue of resource allocation in a time when new revenue opportunities…
In previous articles, I indicated that digital technologies should create as much value as the Russian economy while showing, at the same time, the potential to transform every single production activity in Michael Porter’s value chain. Figuring out how value is distributed among technologies acts as a guide to setting investment priorities for multiple stakeholders: Shareholders may refer to a firm’s technology strategy in…
How should Senior Leader transform their organizations to capture the $1210 Billion in value? Should they consider changing their company’s business model, hire new talent or invest in specific set of technologies? To address these issues, I draw on conversations with C-level executives in addition to Goldman Sach’s equity research.
What are the most sizable market segments in the industrial internet space? Which sectors stand as the most promising? What use cases may turn out as most conducive to growth and profitability? What technologies should we invest in? These questions prove crucial to: Established digital players such as IBM, Accenture and Fujitsu, Startups-turned-multi-billion-dollar-corporations like Google, Apple, Facebook, Microsoft and Amazon, Incumbent industrial companies looking to…
Why invest in France? This is a question I addressed with Emmanuel Delaveau, General Partner at Partech, a leading VC. I/ Invest in strong demand France is a country of choice for innovation and investment because of strong demand. In France, incumbent corporates have long minimized the impact of the Internet on traditional industries. Too many established corporates once believed that Facebook was only a…