A channel where we explain strategy, marketing, and digital concepts and practices important for managing your business.

https://s3.us-east-2.amazonaws.com/pod-public-media-files/2025/11/1/16/52759490-7200-453d-beb1-590c5535b83d_gile_innovation_synthesis_north_focals_and_sdc.mp3

In this synthesis episode, Marketing and Strategy TLDR compares North (Focals) and SmileDirectClub — two innovation-driven ventures that scaled ambition faster than stability. Using the 4A’s marketing model and continuity analysis, we examine why both failed in different ways yet share the same core fragility: their services couldn’t sustain their products. This synthesis distills actionable insights on service dependency, and the strategic cost of ignoring end-of-life guarantees.Tags: Fragile innovation analysis, comparative business case, North Focals SmileDirectClub, strategy synthesis podcast, marketing framework, product lifecycle analysis, continuity strategy, business failure comparison, strategic management podcast

Two bold startups. Two billion-dollar dreams. One shared flaw: fragile innovation.

Fragile Innovation — When Innovative Products Outrun Continuity

https://s3.us-east-2.amazonaws.com/pod-public-media-files/2025/11/1/16/3580e404-d1d1-46f8-8b5b-8cd08a0248f0_smile_direct_club_shutdown.mp3

SmileDirectClub was supposed to make braces obsolete. Instead, its global shutdown left customers abandoned and regulators alarmed. In this Marketing and Strategy TLDR episode, we trace the company’s meteoric rise and sudden collapse — from billion-dollar IPO to bankruptcy. SmileDirectClub&#39;s collapse highlights how misaligned claims and unsustainable service models turned innovation into liability. This is a cautionary tale about ambition, trust, and the cost of scaling healthcare like software.Tags: SmileDirectClub analysis, telehealth business failure, marketing strategy podcast, healthcare innovation case study, DTC strategy, regulation and marketing, 4A framework, business ethics podcast, continuity risk management, tele-dentistry case

A strategy-driven analysis of SmileDirectClub’s shutdown — exploring tele-dentistry risks, regulatory friction, and consumer trust failures.

SmileDirectClub — How a Billion-Dollar Telehealth Startup Collapsed

https://s3.us-east-2.amazonaws.com/pod-public-media-files/2025/11/1/15/97d40672-4c07-42a2-b766-46ef949d3066_north_focals_smart_glasses_canada.mp3

What happens when a startup tries to make smart glasses cool again? In this Marketing and Strategy TLDR episode, we explore North Focals, a Canadian company that wowed investors and designers alike — until high prices, limited reach, and a Google buyout ended it all. This is a story of vision, design, and the fragile balance between innovation and market reality.Tags: North Focals, smart glasses, tech failure stories, startup rise and fall, Canadian innovation, Google buys North, wearable tech podcast, startup lessons, design and technology, innovation gone wrongAI has been used in different parts of creation of this episode from research to cover image.

An analysis of North’s Focals smart glasses — exploring innovation risk, market misalignment, and strategic acquisition by Google.

North (Focals) — Canada’s Smart Glasses That Looked Too Far Ahead

https://s3.us-east-2.amazonaws.com/pod-public-media-files/2025/11/1/14/eb57d4ea-34f5-4b1d-8d55-4d117ee87413_milkrun_australia_part_2.mp3

After MILKRUN’s dramatic 2023 shutdown, Woolworths saw opportunity in failure. The supermarket giant relaunched the brand as MILKRUN powered by Metro, blending start-up agility with corporate scale. In this episode, Marketing and Strategy TLDR explores how Woolworths re-engineered operations, leveraged omnichannel strategy, and rebuilt trust to create a sustainable rapid-delivery service. Discover how brand integration, data-driven loyalty, and disciplined execution turned a startup collapse into a corporate comeback — and what this revival teaches about innovation endurance.Tags (RSS metadata): MILKRUN Revival, Woolworths, Omnichannel Strategy, Startup Turnaround, Marketing Podcast, Business Growth, MBA Case Study, InnovationAI has been used in different parts of creation of this episode from research to cover image.

How Woolworths revived MILKRUN Australia — from failed startup to rapid-delivery success built on trust and strategy.

MILKRUN’s Revival: How Woolworths Rebuilt a Startup Brand

https://s3.us-east-2.amazonaws.com/pod-public-media-files/2025/11/1/14/ee2554a2-a453-4031-8ea6-86d4f899f65f_milkrun_australia_part_1.mp3

MILKRUN Australia was the pandemic-era sensation that promised groceries in ten minutes, raised $75 million, and collapsed in less than two years. This episode explains what really happened — from flawed unit economics to shifting investor sentiment — and the strategic missteps that turned speed into a liability. Join Marketing and Strategy TLDR to explore why one of Australia’s most hyped delivery startups fell, and what every founder, Business School student, and marketer can learn from the country’s most expensive quick-commerce failure.Tags (RSS metadata): MILKRUN Australia, Startup Failure, Business Strategy, Quick Commerce, Marketing Podcast, MBA Case Study, Woolworths, Entrepreneurship

Why MILKRUN Australia’s $75M 10-minute grocery dream collapsed — lessons in speed, strategy, and sustainability.

MILKRUN Australia: The $75M Startup That Fell Too Fast

https://s3.us-east-2.amazonaws.com/pod-public-media-files/2025/2/1/23/3e924c0f-942a-46c6-bdf8-a68103d2c2ed_study_in_the_innovator_s_dilemma__feb_2025__2_.mp3

Intel’s current struggles serve as a stark warning for companies facing disruptive innovation. It&#39;s a cautionary tale about the importance of continuous innovation, agility, and a willingness to adapt. The story also demonstrates the danger of neglecting emerging market opportunities and remaining solely focused on existing business.Sources for this podcast1.         https://www.nasdaq.com/articles/how-intel-lost-its-way 2.         https://www.theregister.com/2023/10/30/arm_intel_comment/ 3.         https://www.vamsitalkstech.com/strategy/industry-spotlight-did-intel-fail-its-own-digital-transformation/ 4.         https://manufacturing-today.com/news/behind-intels-challenges-manufacturing-delays-and-leadership-shifts/#:~:text=The%20company%20faced%20prolonged%20delays,more%20efficient%20and%20powerful%20processors. 5.        https://samlin001.medium.com/can-intel-regain-its-crown-25b610b4c73e 6.        https://www.devere-group.com/why-is-intel-falling-behind/ 7.         https://www.investopedia.com/intel-gelsinger-isnt-alone-2024-record-year-ceo-changes-8756513#:~:text=Intel&#39;s%20Gelsinger%20Isn&#39;t%20Alone,Record%20Year%20for%20CEO%20Changes 8.         https://semianalysis.com/2024/12/09/intel-on-the-brink-of-death/ 9.         https://www.csis.org/analysis/too-good-lose-americas-stake-intel#:~:text=Intel%20Foundry%2C%20however%2C%20allows%20for,with%20other%20large%20foundry%20providers 10.       https://www.thedailystar.net/tech-startup/news/intel-vs-tsmc-the-battle-chip-supremacy-3729816#:~:text=Intel&#39;s%20comeback%20strategy,Samsung%20in%20advanced%20chip%20manufacturing. 11.       https://sourceability.com/post/lithography-the-game-changer-in-computing-power-of-the-past-present-and-future 12.       https://www.csis.org/analysis/back-forth-intel-and-semiconductor-industry#:~:text=The%20company%20has%20made%20massive,capability%20and%20capacity%20on%20domestic 13.       https://omdia.tech.informa.com/om018716/intels-idm-20-strategy-going-beyond-internal-manufacturing-to-close-the-ai-chip-technology-gap#:~:text=The%20IDM%202.0%20strategy%20puts,immediate%20assistance%20and%20then%20advancing 14.       https://www.electropages.com/blog/2024/05/intel-shifts-focus-foundry-business-aiming-become-worlds-no2-foundry-2030#:~:text=With%20its%20goal%20to%20become,key%20development%20in%20its%20growth. 15.       https://www.electropages.com/blog/2024/10/intel-18a-future-semiconductor-technology-ribbonfet-and-powervia 16.       https://www.arm.com/glossary/cpu#:~:text=The%20Central%20Processing%20Unit%20(CPU,%E2%80%9Ccentral%E2%80%9D%20or%20%E2%80%9Cmain%E2%80%9D 17.       https://www.splunk.com/en_us/blog/learn/cpu-vs-gpu.html#:~:text=CPU%20manages%20general%20computing%20tasks,and%20running%20software%20or%20applications. 18.       https://www.intel.com/content/www/us/en/products/docs/processors/what-is-a-gpu.html#:~:text=GPUs%20were%20originally%20designed%20to,and%20programmable%2C%20enhancing%20their%20capabilities. 19.       https://blog.purestorage.com/purely-educational/cpu-vs-gpu-for-machine-learning/ 20.       https://www.supermicro.com/en/glossary/cuda#:~:text=Additionally%2C%20CUDA%20accelerates%20tasks%20in,developers%20and%20researchers%20working%20in 21.       https://www.quora.com/Why-didnt-Intel-take-the-mobile-CPU-market-more-seriously-before-smartphones-became-common-place 22.       https://www.nytimes.com/2024/10/24/technology/intel-ai-chips-mistakes.html 23.       https://news.ycombinator.com/item?id=11706667 24.       https://en.wikipedia.org/wiki/Intel 25.       https://www.techtarget.com/whatis/feature/Intels-rise-and-fall-A-timeline-of-what-went-wrong 26.       https://www.theverge.com/22597713/intel-7nm-delay-summer-2020-apple-arm-switch-roadmap-gelsinger-ceo 27.       https://gadallon.substack.com/p/the-rise-and-fall-of-intel-lessons 28.       https://en.wikipedia.org/wiki/Mac_transition_to_Apple_silicon 29.       https://www.apolloadvisor.com/intel-and-the-innovators-dilemma-a-case-study-in-market-disruption/  30.      https://www.cmcmarkets.com/en-au/opto-partners/arm-stock-can-arm-rival-intel-in-the-ai-pc-market 31.      https://thecuberesearch.com/breaking-analysis-intel-strategic-fail/ 32.      https://www.tomshardware.com/pc-components/cpus/arm-pc-market-share-shrinks-mercury-research 33.      https://semianalysis.com/2024/12/09/intel-on-the-brink-of-death/ 34.      https://sourceability.com/post/nvidia-amd-move-to-challenge-intel-with-arm-based-pc-chips 35.      https://www.linkedin.com/pulse/intels-downfall-tale-strategic-missteps-mistakes-missed-sanyal-6xsvc 36.      https://www.tomshardware.com/pc-components/cpus/arm-pc-market-share-wont-rise-above-13-percent-in-2025-says-abi-research 37.      https://www.capacitymedia.com/article/intel-the-chipmaker-too-big-to-fail 38.      https://sourceability.com/post/nvidia-amd-move-to-challenge-intel-with-arm-based-pc-chips 39.      https://www.apolloadvisor.com/intel-and-the-innovators-dilemma-a-case-study-in-market-disruption/ 40.       https://stratechery.com/2024/intels-death-and-potential-revival/ 41.       https://www.extremetech.com/computing/227816-how-intel-lost-the-mobile-market-part-2-the-rise-and-neglect-of-atom 42.       https://cacm.acm.org/opinion/intels-fall-from-grace 43.       https://www.researchgate.net/publication/259740268_Implementing_Sustainable_IT_Strategy_The_Case_of_Intel 44.       https://www.xda-developers.com/nvidia-88-gpu-market-share/ 45.       https://www.straitstimes.com/business/intel-battles-amd-with-new-data-centre-chips 46.      https://asia.nikkei.com/Business/Technology/Intel-profit-plunges-85-as-AI-chip-sales-fall-behind-Nvidia-and-AMD 47.       https://www.cnbc.com/2024/06/02/nvidia-dominates-the-ai-chip-market-but-theres-rising-competition-.htmlVarious GenAI tools were used in creating this episode including for researching, drafting etc.

(A Case Study in Innovator's Dilemma)

Intel's Fall: From Dominant Disruptor to the Disrupted

https://s3.us-east-2.amazonaws.com/pod-public-media-files/2025/1/6/14/924a5d4d-896f-4522-89c4-58633b2fadc4_ictory_stumbles_-_nike_at_strategic_crossroads.mp3

Nike&#39;s challenges at the dawn of 2025 and what they tell us about the evolving landscape of consumer brands. For decades they weren&#39;t just selling shoes and apparel; they were selling a lifestyle, a mindset. But today, we&#39;re witnessing something unprecedented: Nike is facing its worst slump in a decade, with its stock experiencing its largest single-day percentage drop in company history. How did the Goddess of Victory, stumble?Sources: This is a non-exhaustive list <a href="https://www.wsj.com/business/retail/nike-holiday-discounts-elliott-hill-strategy-f18f7494" rel="nofollow">https://www.wsj.com/business/retail/nike-holiday-discounts-elliott-hill-strategy-f18f7494</a> <a href="https://www.bloomberg.com/news/articles/2024-08-02/nike-goes-on-paris-olympics-advertising-spree" rel="nofollow">https://www.bloomberg.com/news/articles/2024-08-02/nike-goes-on-paris-olympics-advertising-spree</a> <a href="https://www.emarketer.com/content/podcast-reimagining-retail-how-nike-trying-turn-things-around-stay-relevant-with-rivals-new-entrants" rel="nofollow">https://www.emarketer.com/content/podcast-reimagining-retail-how-nike-trying-turn-things-around-stay-relevant-with-rivals-new-entrants</a> <a href="https://www.siegelgale.com/foot-locker-stands-to-lose-more-than-shoes-with-nike-cutbacks/" rel="nofollow">https://www.siegelgale.com/foot-locker-stands-to-lose-more-than-shoes-with-nike-cutbacks/</a> <a href="https://finance.yahoo.com/news/former-nike-ceo-john-donahoe-190316815.html" rel="nofollow">https://finance.yahoo.com/news/former-nike-ceo-john-donahoe-190316815.html</a> <a href="https://whataboutmkt.com/nike-bold-marketing-shift/" rel="nofollow">https://whataboutmkt.com/nike-bold-marketing-shift/</a> <a href="https://fashionunited.com/news/people/unwrapping-in-2025-leadership-overhauls-beckon-fresh-beginnings-the-turnaround-strategies-of-new-ceos/2025010363740" rel="nofollow">https://fashionunited.com/news/people/unwrapping-in-2025-leadership-overhauls-beckon-fresh-beginnings-the-turnaround-strategies-of-new-ceos/2025010363740</a><a href="https://www.theglobaltreasurer.com/2024/07/24/why-nike-is-struggling-while-adidas-is-soaring-in-2024/?amp=1" rel="nofollow">https://www.theglobaltreasurer.com/2024/07/24/why-nike-is-struggling-while-adidas-is-soaring-in-2024/?amp=1</a> <a href="https://www.emarketer.com/content/nike-on-run--behind-its-d2c-shift-other-recent-challenges" rel="nofollow">https://www.emarketer.com/content/nike-on-run--behind-its-d2c-shift-other-recent-challenges</a> <a href="https://www.cnbc.com/2024/09/23/how-foot-locker-is-waging-a-comeback-after-its-breakup-with-nike.html" rel="nofollow">https://www.cnbc.com/2024/09/23/how-foot-locker-is-waging-a-comeback-after-its-breakup-with-nike.html</a> <a href="https://www.retailgazette.co.uk/blog/2024/12/nike-regain-its-stride/" rel="nofollow">https://www.retailgazette.co.uk/blog/2024/12/nike-regain-its-stride/</a> <a href="https://www.warc.com/newsandopinion/opinion/the-nike-conversation-and-why-marketing-expertise-matters/en-gb/6755" rel="nofollow">https://www.warc.com/newsandopinion/opinion/the-nike-conversation-and-why-marketing-expertise-matters/en-gb/6755</a> <a href="https://www.studiograft.co.uk/articles/nike-strategic-shift-impact-sales" rel="nofollow">https://www.studiograft.co.uk/articles/nike-strategic-shift-impact-sales</a> <a href="https://edition.cnn.com/2024/06/27/business/nike-sales-stock/index.html" rel="nofollow">https://edition.cnn.com/2024/06/27/business/nike-sales-stock/index.html</a> <a href="https://www.nbcnewyork.com/news/business/money-report/nike-has-had-a-rocky-year-heres-why-a-comeback-will-take-time/6084882/" rel="nofollow">https://www.nbcnewyork.com/news/business/money-report/nike-has-had-a-rocky-year-heres-why-a-comeback-will-take-time/6084882/</a> <a href="https://www.cnn.com/2021/12/08/business/nike-dsw-retail-sneakers/index.html" rel="nofollow">https://www.cnn.com/2021/12/08/business/nike-dsw-retail-sneakers/index.html</a> <a href="https://www.reuters.com/business/retail-consumer/nikes-new-ceo-may-look-fix-retailer-ties-sales-revival-push-2024-09-20/" rel="nofollow">https://www.reuters.com/business/retail-consumer/nikes-new-ceo-may-look-fix-retailer-ties-sales-revival-push-2024-09-20/</a> <a href="https://www.bbc.com/news/articles/c19k3rrjl22o" rel="nofollow">https://www.bbc.com/news/articles/c19k3rrjl22o</a> <a href="https://www.sneakerfreaker.com/features/why-nike-stock-down-revenue-loss-explainer/" rel="nofollow">https://www.sneakerfreaker.com/features/why-nike-stock-down-revenue-loss-explainer/</a> Various GenAI tools were used in creating this episode including for researching, drafting etc.

The Goddess of Victory Stumbles: Nike at Strategic Crossroads

https://s3.us-east-2.amazonaws.com/pod-public-media-files/2024/12/28/12/efb1dbcc-29e4-4a9e-ba96-8ff436d15a39_episode_4_elevenlabs_2024-12-28_venkat_voice_1.mp3

We are living in a transformational era of convergence when classic sciences are being reshaped by artificial intelligence. This review unlike many others, highlights this convergence along with the typical digital tech news of the year. Sources<a href="https://www.nobelprize.org/all-nobel-prizes-2024/" rel="nofollow">https://www.nobelprize.org/all-nobel-prizes-2024/</a> <a href="https://www.nobelprize.org/uploads/2024/12/hassabis-lecture.pdf" rel="nofollow">https://www.nobelprize.org/uploads/2024/12/hassabis-lecture.pdf</a> <a href="https://www.theverge.com/24303262/apple-vision-pro-vr-mainstream-meta-glasses" rel="nofollow">https://www.theverge.com/24303262/apple-vision-pro-vr-mainstream-meta-glasses</a><a href="https://macdailynews.com/2024/12/27/apple-explains-why-it-has-no-plans-to-create-a-search-engine/" rel="nofollow">https://macdailynews.com/2024/12/27/apple-explains-why-it-has-no-plans-to-create-a-search-engine/</a> <a href="https://www.digitalinformationworld.com/2024/12/openai-shares-how-it-trained-its-new-o1.html" rel="nofollow">https://www.digitalinformationworld.com/2024/12/openai-shares-how-it-trained-its-new-o1.html</a> <a href="https://www.techopedia.com/top-ai-breakthroughs-and-controversies" rel="nofollow">https://www.techopedia.com/top-ai-breakthroughs-and-controversies</a> <a href="https://www.techopedia.com/tech-trends-that-changed-2024" rel="nofollow">https://www.techopedia.com/tech-trends-that-changed-2024</a> <a href="https://www.marketplace.org/2024/11/19/chinese-self-driving-taxis-cars-wuhan-beijing-china-robot-cab/" rel="nofollow">https://www.marketplace.org/2024/11/19/chinese-self-driving-taxis-cars-wuhan-beijing-china-robot-cab/</a> <a href="https://global.chinadaily.com.cn/a/202407/12/WS669065cfa31095c51c50dab8.html" rel="nofollow">https://global.chinadaily.com.cn/a/202407/12/WS669065cfa31095c51c50dab8.html</a><a href="https://www.npr.org/2024/12/16/1263339274/ai-tech-nuclear-microsoft-google-meta" rel="nofollow">https://www.npr.org/2024/12/16/1263339274/ai-tech-nuclear-microsoft-google-meta</a> <a href="https://techcrunch.com/2024/09/23/how-big-tech-embraced-nuclear-power/" rel="nofollow">https://techcrunch.com/2024/09/23/how-big-tech-embraced-nuclear-power/</a> <a href="https://www.instituteforenergyresearch.org/international-issues/china-has-banned-exports-of-some-rare-minerals-to-the-united-states/" rel="nofollow">https://www.instituteforenergyresearch.org/international-issues/china-has-banned-exports-of-some-rare-minerals-to-the-united-states/</a>

Tech News Review 2024

https://s3.us-east-2.amazonaws.com/pod-public-media-files/2024/12/27/9/871b89e7-17ab-413b-b517-8094d2a8011f__3_decline_in_luxury_2024-12-27_venkat_voice_1.mp3

In this episode of Seen and Heard, we&#39;re analyzing a decline in the global personal luxury goods market. Diamonds are for ever, they say. Well, about $2 billion of them have been in De Beer’s inventory for most of 2024. Prices of top-end Burgundies and vintage Champagnes fell sharply as demand from Chinese buyers dried up.We dive deep into Global personal luxury goods market report from Bain and Company and what Former LVMH chair of North America Pauline Brown has said about the state of the industry in 2024.De Beers amasses biggest diamond stockpile since 2008 financial crisishttps://www.ft.com/content/ab237eeb-1404-4fc9-af2a-6e0470406505 Fine wine market in the red as Chinese demand dries uphttps://www.ft.com/content/23768d19-66fc-4252-9dd9-14f64ee82bbeLuxury Stumbles in 2024 but Can Still Return to Solid Growthhttps://www.bain.com/insights/luxury-stumbles-in-2024-but-can-still-return-to-solid-growth-snap-chart/#:~:text=The%2023rd%20edition%20of%20the,%E2%82%AC363%20billion%20in%202024.Global luxury spending to land near €1.5 trillion in 2024, remaining relatively flat as consumers prioritize experiences over products amid uncertainty<a href="https://www.bain.com/about/media-center/press-releases/2024/global-luxury-spending-to-land-near-1.5-trillion-in-2024-remaining-relatively-flat-as-consumers-prioritize-experiences-over-products-amid-uncertainty/" rel="nofollow">https://www.bain.com/about/media-center/press-releases/2024/global-luxury-spending-to-land-near-1.5-trillion-in-2024-remaining-relatively-flat-as-consumers-prioritize-experiences-over-products-amid-uncertainty/</a>Luxury industry faces crisis: China slowdown and soaring priceshttps://www.youtube.com/watch?v=0BPmybNOWvo&amp;list=PLrgoRX3PL3Oh5oIZQe4O2OdMObOwKOnzk&amp;index=1Why Rolex luxury watch prices fell in 2024https://www.youtube.com/watch?v=0BPmybNOWvo&amp;list=PLrgoRX3PL3Oh5oIZQe4O2OdMObOwKOnzk&amp;index=1&amp;pp=gAQBiAQB

Global personal luxury goods market declines in 2024

https://s3.us-east-2.amazonaws.com/pod-public-media-files/2024/12/26/17/0173f3e7-cb4c-4805-a5cf-0612713afdeb_ai_hype_cycle__after_the_peak__2.mp3

AI Hype Cycle, after the Peak …? Gartner’s Hype Cycle for Artificial Intelligence 2024 warns that “Generative AI has passed the Peak of Inflated Expectations, although hype about it continues”. Why majority of digital transformations fail? This video discusses the upcoming AI technologies. Also, after the peak where is GenAI heading to? Don’t miss the Hype vs Reality, and AI success in Pharma and Healthcare sectors. <a href="https://www.youtube.com/@venkat868" rel="nofollow">‪@venkat868‬</a> Chapters0:00 Large Pharma CIO cancels CoPilot Subscription  0:30 Investor Concerns0:50 Gemini AI, Dall E 3, and other debacles 1:00 Co-Pilot is tired of making custom Chess board image for me1:40 CIO actions a warning for the entire tech industry1:50 Warning about Gen AI in Gartner’s Hype Cycle for Artificial Intelligence 2024 2:08 5 Phases of Gartner’s Hype Cycle3:30 Challenges Gen AI is facing now4:30 Why is Generative AI sliding into trough of disillusionment from peak hype?5:00 McKinsey identifies 4 hypes of Gen AI in Pharma6:30 Why majority of digital transformations fail? 7:00 Exciting new AI technologies on the horizon9:55 AI success stories from the healthcare sector

AI Hype Cycle, After the Peak …? #Gartner, #AIHypeCycle,

https://s3.us-east-2.amazonaws.com/pod-public-media-files/2024/12/26/17/febbdb71-8f3a-4bfe-9a68-4cbee2602305_make_in_india_with_chinese_investments.mp3

Make in India with Chinese Investments? Is there a strategic shift in Govt of India? #economicsurvey @venkat868Business Strategy behind promoting FDI from China for boosting India&#39;s exports to the US, mentioned in the Indian Economic Survey 2024#Economicsurvey2023-24, #ChiefEconomicAdvisor, #MakeinIndia, #ChineseFDI, FDI, #ChinaplusOne, #Apple, #Foxconn, #Tata, iPhone exports, Social Complexity, Free Fire, Garena, Tencent, Tiktok, Global Supply Chain, Global Value Chain, GVC, Taiwan, China, Mexico, Vietnam, Korea, Samsung, Sources, References and CreditsEconomic Survey of India 2024 https://www.indiabudget.gov.in/econom...Garena https://ff.garena.com/en/brand/BCG More Than 90% of North American Companies Have Relocated Production https://www.bcg.com/press/21september...BCG Harnessing the Tectonic Shifts in Global Manufacturing https://www.bcg.com/publications/2023...India Briefing https://www.india-briefing.com/news/a...Social Complexity - “How Firm’s Capabilities affect Boundary Decisions”, by Jay Barney, MIT Sloan Management Review, Spring 1999Logowik https://logowik.com/ Vecteezy https://www.vecteezy.com/free-vector/... https://asia.nikkei.com/Business/Foxc... https://www.yourtechstory.com/2021/07... https://www.macrumors.com/2024/07/24/... https://appleinsider.com/articles/24/... https://www.cultofmac.com/616048/appl... https://appleinsider.com/articles/24/... https://www.yourtechstory.com/2021/07... AI Images Dall E3, Google Gemini, Microsoft Designer, Canva Narration Elevenlabs Voice actor

Make in India with Chinese Investments? #economicsurvey

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Despite a decade long investment of more than US$100 billion in semiconductor sector from the central and local governments, China has not caught up with TSMC and Samsung. In this episode we reveal what holds China back in advanced computer chips manufacturing. No, it is not just the US restrictions. There is also a reason why the restriction work in this industry. Watch the entire video to understand the issues at a fundamental level.References and SourcesChina now only supports promising chip firm consolidation amid doubling IPO terminationshttps://www.digitimes.com/news/a20240...Major Chinese semiconductor company goes bankrupt — 23 others recently withdrew IPO applications https://www.tomshardware.com/tech-ind...Chinese chip-related companies shutting down with record speed — 10,900, or around 30 per day, shut down in 2023https://www.tomshardware.com/tech-ind...China Gives Up On $20bn Wuhan Chipmaking Fiascohttps://www.asiafinancial.com/china-g...Global semiconductor players prepare to cash in the CHIPS and invest to secure supply – ATREG &amp; Yole Grouphttps://www.yolegroup.com/strategy-in...Huawei reportedly facing bad AI chip yields for processors made at Chinese fab SMIC: Reporthttps://www.tomshardware.com/tech-ind...Chinese AI firms mixing different GPUs inside individual AI servers to combat GPU shortages from US sanctionshttps://www.tomshardware.com/tech-ind...China only produces 1% of critical litho chipmaking tools, exposing it to harsh US sanctions — investment in domestic toolmakers looks to reverse the trendhttps://www.tomshardware.com/tech-ind...Intel shares biggest unboxing video ever as ASML’s $380 million High-NA lithography machine is installed in Oregon fab https://www.tomshardware.com/tech-ind...Intel receives ASML’s first ASML’s $380 million High-NA lithography machine  • Intel Receives ASML’s First High NA E...  Engineers From Taiwan Bolstered China&#39;s Chip Industryhttps://www.nytimes.com/2022/11/16/bu...Taiwan bans recruiters from posting for jobs in Chinahttps://www.datacenterdynamics.com/en...&#39;Tip of the iceberg&#39;: Taiwan&#39;s spy catchers hunt Chinese poachers of chip talent https://www.reuters.com/world/asia-pa...Key chipmaking tools are missing from China’s new self-made list of semiconductor industry challenges — lithography machines are curiously absenthttps://www.tomshardware.com/tech-ind...Two Chinese Startups Tried to Catch Up to Makers of Advanced Computer Chips—and Failed https://www.wsj.com/articles/two-chin...China Chases Chip Leadership https://www.bain.com/insights/china-c...China seems to have figured out how to make 7nm chips despite US sanctions https://www.theregister.com/2022/07/2...Semiconductor Value Chain - globally distributed ecosystem - The Waves.org https://www.the-waves.org/wp-content/...Semiconductor Global Supply Chain - World Maphttps://www.researchgate.net/profile/...An overview of the semiconductor ecosystem; en.rattibha.com  Graphics and generated illustrative images courtesy of Canva and Dall-E3

Why China loses Billions in Semiconductor Chip Business?

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Seen &amp; Heard, by Venkat is a curation of recent AI and Digital News and Views. In this second Pilot Episode we coverAutonomous Robots may have been used in this ongoing war.How Oculus Billionaire is helping arm UkraineAnd a more positive story on AI that connects the digital and physical worlds and helps reduce bacterial contamination in catheters.SourcesVideo clip from NY Timeshttps://vp.nyt.com/video/2024/06/12/1...A.I. Begins Ushering In an Age of Killer Robots NYT July 2, 2024https://www.nytimes.com/2024/07/02/te...The Era of Killer Robots Is HereUkraine has become a Silicon Valley for autonomous weapons. 2024-07-09Transcript https://www.nytimes.com/2024/07/09/po...NY Times The Daily The Daily Podcast The Era of Killer Robots Is Here, from Podbeanhttps://www.podbean.com/site/EpisodeD...He created Oculus headsets as a teenager. Now he makes AI weapons for Ukrainehttps://www.npr.org/2024/07/09/nx-s1-...AI that connects the digital and physical worldshttps://www.ted.com/talks/anima_anand..

Seen and Heard AI and Digital Pilot Episode 2

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Seen &amp; Heard, by Venkat is a curation of News and Views. This Pilot Episode focusses on recent AI and Digital topics.SourcesOpenAI Wants AI to Help Humans Train AIhttps://www.wired.com/story/openai-rl...French AI Startups Felt Unstoppable. Then Came the Electionhttps://www.wired.com/story/french-ai... For AI Giants, Smaller Is Sometimes Betterhttps://www.wsj.com/tech/ai/for-ai-gi...In an Era of Fakes, How to Know When Someone Online Is Realhttps://www.wsj.com/tech/personal-tec..

Seen and Heard AI and Digital Pilot Episode 1

https://s3.us-east-2.amazonaws.com/pod-public-media-files/2024/12/26/16/54414773-dbb2-4912-85ad-131aba713853_ebranding_as_wise_mark_ritson_using_elevenlabs.mp3

TransferWise rebranding to Wise – Marketing Guru Mark Ritson called this “a massive mistake” and “such a dumb move”. What’s his reasoning? How have others viewed this? ‪@venkat868‬Credits and AcknowledgementsTop Brand Strategy Secrets from Mark Ritson; Brand Tuned Podcast  • Top Brand Strategy Secrets from Mark ...  Brand names and logos illustrated are the properties of the respective brand owners.https://newsroom.wise.com/en-NAM/medi... Wise Logo and other Wise images https://howbrandsarebuilt.com/the-bes...https://howbrandsarebuilt.com/wp-cont...Research Analysis https://infranodus.com/Narrator’s Voice - Eleven Labs

TransferWise Rebranding as Wise

https://s3.us-east-2.amazonaws.com/pod-public-media-files/2024/12/26/16/659b0aa7-5d7e-4288-bb3a-ef0cf02c7d17_why_intel_is_not_inside_the_smartphone.mp3

For decades, desktop PCs and laptops have the “Intel Inside” logo, have you wondered why none of your smartphones have them? In this episode we explain how Intel missed being the engine “inside” the smartphone.Resources and ReferencesPaul Otellini&#39;s Intel: Can the Company That Built the Future Survive It? Alexis C. Madrigalhttps://www.theatlantic.com/technolog...Intel CEO Paul Otellini Draws the &#39;History of the Computer Industry&#39; in 1 Chart. Alexis C. Madrigal https://www.theatlantic.com/technolog...Intel made a huge mistake 10 years ago. Now 12,000 workers are paying the price. Timothy B. Lee https://www.vox.com/2016/4/20/1146381...The Innovator&#39;s Dilemma: When New Technologies Cause Great Firms to Fail; Clayton Christensen; Harvard Business Review Press, 1st edition (May 1, 1997)Profit Pools: A Fresh Look at Strategy; Orit Gadiesh and James L. Gilbert; https://hbr.org/1998/05/profit-pools-...

Why Intel is Not Inside the Smartphone? How Intel missed being the engine “inside” the smartphone?

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Despite a decade old economic plan for the investment of more than $100 billion in semiconductor sector and multiple US$ 20-30 billion funds for investments in chip manufacture and semiconductor from the central and local governments, the country has not caught up with TSMC and Samsung. In this episode we reveal what holds China back in advanced computer chips manufacturing?References and SourcesTwo Chinese Startups Tried to Catch Up to Makers of Advanced Computer Chips—and Failed https://www.wsj.com/articles/two-chin...China Chases Chip Leadership https://www.bain.com/insights/china-c...China seems to have figured out how to make 7nm chips despite US sanctions https://www.theregister.com/2022/07/2...China&#39;s 7nm chip surprise reveals more than Beijing might like https://www.theregister.com/2022/08/0...China’s Top Chipmaker Achieves Breakthrough Despite US Curbshttps://www.bloomberg.com/news/articl...

Why China lags in advanced computer chips manufacturing?

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Companies that adapted to COVID crisis - Panera Bread, USA and Zouk SingaporeIn this episode we look at two companies, Panera Bread in USA and Zouk nightclub in Singapore that rapidly pivoted their operations to the needs of their customers at the start of the COVID crisis.SourcesInside Panera&#39;s Pandemic Pivot, interview with Panera CEO Niren Chaudhary; Masters of Scale with Reid Hoffman, Podcast (Reid Hoffman, is the co-founder of LinkedIn)on Apple Podcastshttps://podcasts.apple.com/us/podcast... play linkon Spotifyhttps://open.spotify.com/episode/1lSK...Is dining the new clubbing? What’s it like to go to Zouk to eat and not partyhttps://cnalifestyle.channelnewsasia....Zouk’s transformation: From dance club to spin studio in the day and cinema at nighthttps://cnalifestyle.channelnewsasia....Panera product images from Panera Bread website, https://www.panerabread.com/en-us/hom... for illustrative/reference purposes only. Zouk images from https://zoukclub.com/ for illustrative/reference purpose only. Other stock images, graphics, and stock videos courtesy Canva.com.Reeves M and Deimler M, “Adaptability the new competitive edge”, Harvard Business Review, July-August 2011 https://hbr.org/2011/07/adaptability-...

Companies that adapted to COVID crisis Panera Bread, USA and Zouk Singapore

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KFC UK Delivery Fiasco – KFC, UK had to shut nearly 700 restaurants in February 2018 as it ran out of chickens, thanks to delivery failure by its new partner, DHL. We also discuss the chaos that was there when Terminal 5 was opened in London’s Heathrow Airport.In this episode, we discuss lessons to learn about transition management.

KFC UK Delivery Fiasco – Why didn't the chicken cross the road?

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Business Lesson From US Men’s 4 X 100m Team’s Failure In 4 OlympicsThe US men’s sprint relay team with some of the fastest men in world failed to win a medal in four straight Olympics! Passing the baton is the hardest part of a relay race. It is where the transition in the relay occurs from one player to the other. What lesson can we learn from this to manage our business?References“Time Pacing: Competing in markets that won’t stand still”, by Eisenhardt K.M and Brown S.L, Harvard Business Review, March-April 1998“U.S. men miss 4x100-meter final in latest track relay disaster” https://www.nbcnews.com/news/olympics...&#39;A total embarrassment&#39;: Carl Lewis slams U.S. track leadership after 4x100 relay failure; Jeff Eisenberg; https://sports.yahoo.com/a-total-emba...

Business Lesson From US Men’s 4 X 100m Team’s Failure In 4 Olympics

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