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1/ POST-PANDEMIC
2 kinds of winning coโs may emerge
๐ญ ๐ก๐๐ง๐๐ข๐ก๐๐๐๐ญ๐๐-๐ฃ๐ฅ๐๐ฉ๐๐ง๐๐ญ๐๐ ๐ช๐๐ฉ๐
-think 1980s europe (BP, Total...)
-repurposed/bailed out by govtโโthen privatized
๐ฎ ๐ฅ๐๐๐ ๐ง๐๐๐/๐๐๐ข๐ง๐๐๐
-engineering + infrastructure
-not consumer mktg
2 kinds of winning coโs may emerge
๐ญ ๐ก๐๐ง๐๐ข๐ก๐๐๐๐ญ๐๐-๐ฃ๐ฅ๐๐ฉ๐๐ง๐๐ญ๐๐ ๐ช๐๐ฉ๐
-think 1980s europe (BP, Total...)
-repurposed/bailed out by govtโโthen privatized
๐ฎ ๐ฅ๐๐๐ ๐ง๐๐๐/๐๐๐ข๐ง๐๐๐
-engineering + infrastructure
-not consumer mktg
2/ Some see national-lite: just benevolent repurposing of assets + human capital
(out of philanthropy or government decree)
https://twitter.com/ford/status/1247194723053449219?s=21 https://twitter.com/ford/status/1247194723053449219
(out of philanthropy or government decree)
https://twitter.com/ford/status/1247194723053449219?s=21 https://twitter.com/ford/status/1247194723053449219
3/ Others see overt nationalization + privatization
Here is a long list of refresher of companies that became government owned and then โprivatizedโ BUT government RETAINS meaningful ownershipโโin shares + influence
https://en.wikipedia.org/wiki/List_of_privatizations_by_country
Here is a long list of refresher of companies that became government owned and then โprivatizedโ BUT government RETAINS meaningful ownershipโโin shares + influence
https://en.wikipedia.org/wiki/List_of_privatizations_by_country
4/ Like Norway, France, Swedenโ
5/ In the 2nd group (โreal techโ/biotech)โ
you see a similar national priority of necessity
of reshoring of domestic capability (reducing risk + reliance on foreign supply chains)
or adding redundancy
(3D printing, semiconductors, comms equipment, energy, transport)
you see a similar national priority of necessity
of reshoring of domestic capability (reducing risk + reliance on foreign supply chains)
or adding redundancy
(3D printing, semiconductors, comms equipment, energy, transport)
6/ you also see far less capital (or attention or talent) going to โconsumer marketingโ that masqueraded as โtechโ.
Basically anything retail oriented that advertised on NYC subway...
There will always be new brands โit aint your fathers ___x___โ but far less capital.
Basically anything retail oriented that advertised on NYC subway...
There will always be new brands โit aint your fathers ___x___โ but far less capital.
7/ Much greater access of capital for
<โbiotechโ-(biotech x computer science)โ(computer science x manufacturing)โ-manufacturingโ-robotics + automationโ>
<โbiotechโ-(biotech x computer science)โ(computer science x manufacturing)โ-manufacturingโ-robotics + automationโ>
8/ On โ๐ง๐๐ฝ๐ฒ๐ญโ coโs (Nationalized-Privatized)
US gov + โrelocationโ expenses.... https://www.forbes.com/sites/kenrapoza/2020/04/10/kudlow-pay-the-moving-costs-of-american-companies-leaving-china/
US gov + โrelocationโ expenses.... https://www.forbes.com/sites/kenrapoza/2020/04/10/kudlow-pay-the-moving-costs-of-american-companies-leaving-china/
9/ On โType1โ companies (Nationalization/Privatization)
https://twitter.com/jefferygilbert/status/1247841872317472768?s=21 https://twitter.com/jefferygilbert/status/1247841872317472768
https://twitter.com/jefferygilbert/status/1247841872317472768?s=21 https://twitter.com/jefferygilbert/status/1247841872317472768
