Dave Gray em "The Connected Company" descreve em linguagem corrente o que acontece às empresas e às economias dos países:
"Evolutionary biologists use something called a fitness landscape to represent the journey that organisms and organizations make as they negotiate tradeoffs between conflicting constraints and coevolve, trying to achieve optimal fitness for their environment. The journey is called an adaptive walk. As organisms make adaptive moves and countermoves, trading off one functional trait for another, they move upward on the landscape, toward an optimum fit. But with every move, those tradeoffs make it more and more difficult to go anywhere else but up toward the top of that particular peak. Eventually, you reach a point where you can’t go any farther up - or, you will have to go downhill before you can scale another peak. And that means that before you can get better, you will need to get worse.
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This adaptive walk toward fitness peaks is another way to visualize the experience curve and its diminishing returns. As you move upward toward an optimum - or peak - efficiency, there are fewer and fewer choices that will take you higher on the landscape, until you reach the top. And once you have reached a peak, moving in any direction will take you downhill.
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If you are at the top of a fitness peak and the landscape starts changing, it can really throw you off. Companies doing the right thing at the time - making the right moves for their situation, trying to optimize their production lines to squeeze out all the costs and inefficiencies so they can run lean and mean operations - may later find that they have optimized for a business environment that no longer exists."
Tínhamos um ecossistema de empresas de bens transaccionáveis adaptado a
competir pelo baixo-preço e:
- A paisagem competitiva começou a acelerar a mudança quando o escudo deixou de dar boleias a clandestinos com a sua desvalorização deslizante;
- Acelerou ainda mais com a adesão dos países da Europa de Leste à UE;
- E sofreu um evento tipo-Fukushima com a adesão da China à OMC.
Estas alterações sucessivas da paisagem competitiva levaram os intervencionistas ingénuos nos vários governos a maquilharem os números do PIB e do desemprego com mais de uma década de investimento público com rentabilidades negativas,
assaram sardinhas com o lume dos fósforos (recordar a argumentação do secretário de estado Paulo Campos).
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Recordando:
Para muitas empresas, o que era um pico, transformou-se num vale, ou numa depressão, ou numa colina insignificante, para encontrar um novo pico, é preciso seguir um "adaptive walk" que terá de passar algures por "
before you can get better, you will need to get worse", outra forma de dizer: "
"Se tudo correr bem o desemprego vai aumentar""
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A falta de dinheiro, e alguma, pouca, influência da troika, têm imposto a "Via Negativa"