Miruna Codeanu

Archive for 2016|Yearly archive page

Twisting the news – 47th edition

In cappuccino on February 9, 2016 at 5:51 am

Let’s talk about China, let’s not stop talking about China, because it’s about the economy, you occidental. China became the world’s second largest economy, but world’s biggest market for many western businesses and that is why we are going to keep the hype around China. For example, being the world’s largest car market, China can fuel rapid adoption of electric cars throughout the world and make the technology more affordable. I dare make a bet: let Tesla manufacture in China and in one year you are going to see a Chinese rival. For the record, Elon Musk was considering a manufacturing plant in China in 2014.  Do not only see this matter as one sided, as the Chinese are lacking creativity and the ability to invent something, it is part of their culture to take the prototype and make it perfect. However, look at the matter from another angle, it also means liberalization and affordability for that certain good.

And obviously, Happy Chinese New Year! May the Monkey be with you. Read the rest of this entry »

Twisting the news – 46th edition

In cappuccino on February 8, 2016 at 8:00 am

It is the morning after the Super Bowl, and chances are we will not be discussing any other issue today: but the business of Super Bowl, the future of Super Bowl, marketing and advertising at the Super Bowl. Here’s an interesting chart to begin with, changes in the US population:

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source: census.gov

The people at PSFK are imagining the 54th edition for the Super Bowl. Just 4 years away, Read the rest of this entry »

Twisting the news – 45th edition

In cappuccino on February 5, 2016 at 12:49 pm

Here’s the season to be jolly. Or not. Depends on what you did last year, depends on the numbers. Let’s take a look at what Daimler did last year: it achieved new records, the sales went up by 12%, the revenue climbed up by 15% while the operating profit was up 36%.  As I mentioned a few days ago when analyzing Renault’s decision to invest in a Chinese manufacturing unit, China is a good market to Daimler and its competitors. Which is only to demonstrate that China, even stagnant, is a better market for luxury goods than for mass consumption. Sales in China were increased by 41%, which is where Daimler’s records are probably based. Daimler was not affected by the emissions scandal at Volkswagen.

Uber became a statement with many startups positioning themselves as “uber for x”. Besides the power of example and an analogy needed when pitching a new idea, Uber is an example of contemporary, a bit avant-garde success. With Uber being valued more than traditional automakers, it makes sense to offer the leader as example. Read the rest of this entry »

Twisting the news – 44th edition

In cappuccino on February 4, 2016 at 9:33 am

75d58c5fa (1)Good morning onliners. It was just yesterday I was reading that it has become cheaper to open a physical store than an online one as everybody is moving online and battling for a limited amount of attention they can get from customers. At the same time I was reading Amazon is opening hundreds of physical bookstores. The Atlantic makes a pretty nice summary of the theories revolving around this news. I would stick to far less than The Atlantic is presenting: with physical locations becoming cheaper, we have two problems left: delivery time and delivery cost, also side problems with deliveries, which makes the shipping cost one of the most important problems an online store has. And there is one perspective I couldn’t agree more with: books are just a test drive for Amazon.

I was saying that infrastructure will be online for the next billion users. So will probably the next industrial Revolution. Read the rest of this entry »

Twisting the news – 43rd edition

In cappuccino on February 3, 2016 at 8:11 am

Renault opens a Chinese factory. It is for business moves like this I say we will be quite affected by an economic crisis in China. Renault’s facility is a joint venture with Chinese auto maker Dongfeng, as Renault is one of the last big names in the industry to enter the Chinese market. I’m not sure whether this is the best investment Renault could make, not only considering the situation in China, but also keeping in mind that the Chinese usually get the know how from foreign companies and later on they build it themselves and become one of the market leaders. I’ve probably said it before that I do not believe China, as it is today, quite state controlled, to be the best market for mass products, but I do believe China to be a very good market but luxury products, niche products that scream “made in Europe”. I believe China is a better opportunity for BMW-Audi-Mercedes than for Renault.

Cybersecurity is probably the main problem standing in our way with going furher with the Internet of Things and interconnectivity. However, Read the rest of this entry »

Twisting the news – 42nd edition

In cappuccino on February 1, 2016 at 9:09 am

As many western companies rely on the Chinese market for growth and many others have Chinese shareholders, an important part of the world relies on the Chinese economy, therefore what happens in China is important for all of us. Here‘s an interesting analysis of what is going on right now in China, mainly deconstructed some exaggerations present in the media these days.

Other voices claim we are closer to recession and it is all linked to China, again. As stated in the above mentioned analysis, there is a lot of exaggeration around the Chinese economy, but the simple fact that all our studies revolve around China should be an indicator of China’s importance in the world economy. The number of opinions on the matter simply makes my head spin, however, I’ll try to express my opinion: China has been playing a huge role on the world economy since 2008 and for a while it seemed to be the leading economy, not the second one. Still, much of the data available on China is shadowy, as China reports are still massively state controlled and so is the media. Read the rest of this entry »

Twisting the news – 41st edition

In cappuccino on January 29, 2016 at 3:36 pm

It’s Friday again so I’m just going to try and give less business and more leisure, maybe some inspiration for the weekend ahead.

The Smartphone market is booming: more than 1.4 billion smartphones were shipped last year, Xiaomi became 4th largest smartphone manufacturer. This is probably the source of all hysteria around Apple’s number. We should all remember that next billion people to go online will not afford Apple and unless Apple will not release a product targeting those markets, the numbers should not worry anyone.

It’s the season for yearly reports, and Amazon also released theirs. Amazon is not doing so well, as its shares dropped after the report was released, even though sales went up by 22%, just because the company missed the expectations. I’m sorry, but did anyone meet the expectations? Besides some online companies, exceeding the expectations-  yes I am making a point here about the future. Read the rest of this entry »

Twisting the news – 40th edition

In cappuccino on January 28, 2016 at 12:42 pm

We should all accept that disruption is a thing, a big thing, be that a too much hyped word or a concept with real implications for our lives. However, it is present in our lives and it is lowering our change resistance. If you are a disruption enthusiast, take 5 minutes to read this, but actually, I read it already and I can tell you: stop worrying whether you are disruptive enough and or whether you play by the rules of now-traditional-disruption. Disruption does not play by the rules, and if you are running a big company, dinosaurs as I call them, try to make them dance by the new rules. In this manner of thought, I believe GM is doing a great job joining the sharing economy and launching Maven.

Everybody is going insane that Apple missed its unit target. I am not an Apple fan, but please do remember that Apple just reported record profit for the last quarter. Selling many units was never the business model for Apple and with huge margins, quantity is not the future for Apple. I’ve seen a number of voices who claim that Apple’s wow days are gone, Read the rest of this entry »

Twisting the news – 39th edition

In cappuccino on January 27, 2016 at 9:19 am

If you are trying to reach millenials, be that to buy your product, engage them, convince them to vote for you, you should see the infographic Goldman Sachs made. This is the largest generation in the US, more numerous than baby boomers and chances are that at a certain point in your life you will have to talk to this generation. They are things we knew more or less: millenials do not like to commit, they prefer access to ownership, they like technology because they grew up with it. I will continue with my usual warning: be ware, not all millenials all born equal and with the same preferences, use the data in order to profile them.

Following the scandal at Volkswagen and the problems with Renault, the EU wants to change its policies that regulate the auto sector for better control.  Remaining in the auto industry, Hyundai, the world’s fifth biggest car manufacturer, reported the lowest profit in 5 years.  Read the rest of this entry »

Twisting the news – 38th edition

In cappuccino on January 26, 2016 at 8:15 am

I am an online enthusiast, I’ve always been and there is no way I can hide it. I’ve endorsed online advertising since its early days and while I knew mobile and social media will reshape our existence, I couldn’t have guessed how much we were going to rely on all these. I was saying that nothing is dramatically changing, that we are just moving our society into e-society and adapting on the way: the teenager, the young, the medium aged, the old, they came to terms with e-society. For example, an elderly person, 83 years old, whose name happens to be Donald Rumsfeld, is building an app: Churchill’s Solitaire.  I find the news exciting, but not shocking, which means elderly people have been around the online world for a while now.

Although I am an advocate of e-society, we still need physical worlds to host our bodies and be the mis-en-place for our social interaction, and it seems that Renaissance Florence was better at it than nowadays Silicon Valley. Read the rest of this entry »