quinta-feira, setembro 24, 2015

Mais sintomas do fim do regime 1984

Ontem, a minha manhã começou cedo e com este retweet:
Depois, ao final do dia li "Death and transfiguration":
"Today’s corporate empires comprehend every corner of the earth. They battle their rivals with legions of highly trained managers. They keep local politicians in line with a promise of an investment here or a job as a consultant there.
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Corporate profits more than tripled in 1980-2013, rising from 7.6% of global GDP to 10%, of which Western companies captured more than two-thirds. The after-tax profits of American firms are at their highest level as a share of national income since 1929.
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The golden age of the Western corporation, they argue, was the product of two benign developments: the globalisation of markets and, as a result, the reduction of costs.
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Now a more difficult era is beginning. More than twice as many multinationals are operating today as in 1990, making for more competition. Margins are being squeezed and the volatility of profits is growing. The average variance in returns to capital for North American firms is more than 60% higher today than it was in 1965-1980. MGI predicts that corporate profits may fall from 10% of global GDP to about 8% in a decade’s time.
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Two things in particular are shaking up the comfortable world of the old imperial multinationals. The first is the rise of emerging-market competitors.
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The second factor is the rise of high-tech companies in both the West and the East. These firms have acquired large numbers of customers in the blink of an eye.[Moi ici: O tal poder das plataformas da primeira geração]
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Such firms can also provide smaller companies with a low-cost launching pad that allows them to compete in the global market.
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The relative decline of the Western corporation could also lead to a rethinking of some of the long-standing assumptions about what makes for a successful business. Public companies may lose ground to other types of firm"
Conseguem recordar e juntar as peças do mosaico que temos trazido para aqui ao longo dos tempos?

  • Mongo, o Estranhistão e as suas tribos apaixonadas;
  • Clientes que não querem ser tratados como plankton;
  • Fugir da miudagem e dos fantasmas estatísticos;
  • O fim do eficientismo e de Magnitograd;
  • O poder das plataformas e como mudam a fricção que Coase identificou como sendo a base para a justificação da empresa do século XX;
  • Os rouxinóis de MacArthur;
Vamos viver tempos interessantes, tempos muito mais para piratas do que para marinheiros de uniforme com visão analítica e racional.


O Estranhistão vai ser um local muito mais colorido do que o Normalistão.





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