sexta-feira, setembro 04, 2015

O mindset do século XX na mente dos investidores do século XXI?

Quando vejo o Shark Tank e oiço Kevin O'Leary, penso sempre nos tópicos deste texto "Twitter works just fine – but for investors, anything except total market domination is a disaster".
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Continua-se agarrado ao paradigma do século XX, ao sucesso do BIG HIT, ao bezerro dourado da quota de mercado.
"The longer Twitter has existed, the more this essential fact has become clear. It will grow, but not spectacularly; make profits, but not spectacular ones. And it works
...
But to tech investors this is a bad thing. It means share prices calibrated for exponential growth cannot be justified. Any company that cannot demonstrate a clear route to monopolising its space, monetising its users’ data on a vast scale, is to be discarded, targeted for acquisition, consigned to perpetual dowdiness.
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Nothing better illustrates our addiction to illogic than the mismatch between Twitter’s workability and its unpopularity with investors. And it’s a question with systemic importance."
No Estranhistão onde somos todos weird, o BIG HIT tem cada vez menos lugar.

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