Companies

Oil producers face their ‘life or death’ question

Shell et al need structural change in order to continue. These are engineering companies (upstream) with remarkably massive engineering and financial capabilities on the one hand and consumer oriented networks and outlets on the downstream side. They’re used to long term planning and hence mostly conservative, and that has taken its toll. They have such …

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Musk calls journalists out, response only confirms his criticism

This in response to a column by FT alphaville:  https://ftalphaville.ft.com/2018/05/25/1527220800000/Elon-Musk-plays-to-human-fantasy–and-the-world-plays-along/ Dan, you’re an investment specialist, maybe in your work culture, idealism is always to be met with scorn and snake oil platitudes. Your investors wouldn’t invest in telephony, in lightbulbs, in flying machines, not in internet companies or any other new technology because their only …

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Do we still believe old oil’s sales pitch?

The FT article “Saudi Aramco chief warns of looming oil shortage” https://www.ft.com/content/ed1e8102-212f-11e7-b7d3-163f5a7f229c is more interesting for the comments it now attracts than for the content. We’re no longer buying these sales pitches. Still, we do live in a world were we did buy these pitches for decades and where they mostly were right. Oil is vital …

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Bono and the BoA deal

http://www.ft.com/intl/cms/s/2/eac871ce-8943-11e3-bb5f-00144feab7de.html Forging deals like this takes guts because even you Gillian, Bono and Brian Moynihan can’t escape framing this alliance in a cultural context that assumes it is weird, possibly evil, and needs explaining or apologising for. Considering the comments below, apparently it does. But its the wagging finger of our baby boomer parents we …

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Microsoft saga continues

Office 365 is a response to an 8 year old challenge. Microsoft has the luxury of extreme belatedness. Its enterprise customers are companies whose CTOs largely are Microsoft monoculutralists who do not dare look outside Microsoft offerings. And Microsoft offerings always are sufficient for them to keep their jobs and keep challenges at bay. That …

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