Acerca de Mongo

"We are living in the age of mass individualization.
...
Every smartphone is unique two minutes after its first boot.
...
We are living in an age where the new mega industries have all become personal services industries and the old incumbents are still struggling to put out a mass product at almost no margin or cost
...
Future wealth lies not maximizing the efficiency of the value chain but in the individualization of every product, service and interaction.[Moi ici: O grande vector que está a mudar o mundo económico]
...
The premium puzzle is no longer about access to goods, but about individualization. People no longer accept being robbed of their identity or having to accommodate their needs and behaviors to the one dictated by a limited offer given by the current industry. They are increasingly demanding products not only tailored to them, but also demand that products exist in the markets that serve their needs.
.
The path forward seems to be more connected with forcing the technology to accommodate the individual customer, rather than forcing the customers to give up on their personal achievements and goals in order to collectively commit to the incumbents available technology."

Trecho retirado de "THE PREMIUM PUZZLE / THIS MIGHT BE YOUR FUTURE IN FIVE YEARS"

"people have changed more than the business organisations"

Costumo escrever aqui que nos estamos a entranhar em Mongo. Estamos a abandonar o modelo económico do século XX baseado no eficientismo e na massa e, a entrar no modelo do século XXI baseado em nichos, em tribos, na explosão de heterogeneidade. Por isso, o sublinhar deste trecho:

"“The chasm is where we live today. We are living at a moment in economic history where people have changed more than the business organisations they must depend upon for consumption and for employment."

Continuando:

"A hundred years ago there was an emerging society of mass consumers. [Moi ici: Prefiro a versão de Seth Godin. A massa foi criada pela indústria, não era o que as pessoas queriam: "The factory came first. It led to the mass market. Not the other way around."] People who had basically no stuff, a little more than discretionary income and they wanted a lot more stuff. And breaking through the premium puzzle a hundred years ago ment inventing new ways to get people stuff at a prize they could afford. Thus was born mass production. Mass production was an economic logic that had never been discovered. And the one who finally put together the pieces of the premium puzzle was Henry Ford. Now a lot of the pieces were out there. But there was a day, in 1913 [Moi ici: "O século XX começo há 100 anos"] in the life of the 3rd incarnation of the Ford Motor Company when the engineers and the tinkerers and Ford himself looked up at each other at the end of the day that they had broken through to a completely virgin economic territory. And the economic logic in that territory was high throughput low unit cost.”" 

A consequência dessa lógica levada ao extremo levou a excelentes resultados financeiros com uma contrapartida:

"“So the deal for high throughput low unit cost was [externalizing the] customer; you are now an exogenous [outside] variable to the business process, you’re on the outside of the business model. The only thing we owe you is efficiency. Because efficiency is what is going to make it possible for us to standardize and give you a low cost [product]. Now that model was extremely successful; concentrated assets, commmand and control, managerial hierarchy, standardization, interchangeability, consumer as an external variable. Very successful, created massive wealth, unprecedented wealth.”" 

Só que os clientes não querem ser plankton:

"“This is what I call the new society of individuals. The hallmark is a sense of psychological uniqueness … my destiny is not born in my blood. I am the origin of my meanings, I am the origin of my destiny. I think of this with thee headlines: sanctuary, voice and commitment. Sanctuary: I want to have control over my life, I want to be the origin of my choices. Voice: I want to have influence unmediated, and I want it to matter. Connection: I want to be connected to other people, but not with the conformity demand of the old feudal system, still characteristic of our large organizations.”"

O que entra em choque progressivo com o modelo do século XX:

"where as the low cost product and services of the 20th century, met the needs of the old mass consumer, they no longer meet the needs of the new individuated consumer. We need new kinds of entities operating on a new enterprise logic," 

Trechos retirados de "The Changing Content of Capitalism"

A evolução do pensamento

Esta figura é um bom resumo:

do que critico no pensamento da tríade, no pensamento gringo. por exemplo:

"A falta de paciência estratégica e a disponibilidade de dinheiro para fazer deslocalizações nunca permitiu que a economia manufactureira americana desse o salto que a alemã ou a portuguesa deram. Por isso, o reshoring que vemos acontecer na América está muitas vezes manchado por este pecado original da focalização paranóica no custo" (fonte aqui)

Ou:

"É este pensamento fossilizado que domina o mainstream do pensamento económico nas universidades, nas empresas, nos media e nas políticas públicas." (fonte aqui)

Volto tantas vezes a esta reflexão:

"Para quem escreve há anos sobre a paranóia da eficiência e do eficientismo, para quem aponta para a vantagem de trabalhar para aumentar o numerador, em vez da paranóica concentração na redução do denominador, é reconfortante ler:" (fonte aqui) 

Talvez nem sempre o que as PME precisem seja concentrarem-se na "The Customer opportunity". No entanto, essa é a minha abordagem by default. Provavelmente por ter começado este trabalho com PME encostadas às cordas pelo choque chinês. Empresas com pouco capital, com uma experiência e competências na bagagem mas a precisar de as repensar, como um artista em frente à tela, para se concentrarem num outro tipo de cliente-alvo, numa outra oportunidade.

Imagem retirada de "THE OUTCOME ECONOMY – A DATA DRIVEN ECONOMY BASED ON SUSTAINABLE VALUE CREATION"