No JN da passada sexta-feira:
- página 19 - Queda de vigas mata operário em fábrica na Maia
- página 22 - Quedas de árvores matam dois trabalhadores - Estavam a proceder ao corte quando foram atingidos em Viseu e em Penafiel
No JN da passada sexta-feira:
Este postal foi inspirado neste tweet:
O processo Influencer leva-nos a ver o que se passa atrás do pano, nos bastidores.Processo Influencer é uma magnifica autópsia às condições de investimento em Portugal
— JoãoMiranda (@joaomiranda) November 10, 2023
"Os investimentos estrangeiros que se têm feito nos últimos anos têm sido à custa de um tratamento preferencial negociado nos corredores, carpetes e biombos do poder, com a atribuição de benesses e redução nos impostos para os compadres (os PINs do Pinho)."Recordo:
"Governments should be business friendly, not friends of business."
— Bruno Vilhena (@BrunoVPires) May 6, 2021
Esta semana apanhei nas notícias:
"A Coloplast, cuja atividade inclui cuidados em ostomia, em continência e urologia, vai investir 100 milhões de euros em Portugal naquela que será a sua maior unidade industrial.Na nova fábrica, que irá erguer em Felgueiras, conta vir a empregar mais de mil pessoas."
Já por várias vezes referi a Coloplast aqui no blogue, um praticante de Mongo na indústria farmacêutica. É uma boa notícia e um exemplo concreto da teoria dos Flying Geese.
Alguns vão dizer:
- Não há pessoas para trabalhar, ainda para mais em Felgueiras, um concelho com pleno-emprego.
A rentabilidade de uma empresa como a Coloplast permite-lhe pagar salários que os incumbentes em Felgueiras nunca conseguirão.
Conseguem imaginar o aumento da produtividade de um trabalhador que sai da costura ou montagem de sapatos, para uma linha de montagem da Coloplast? Sem formação (lerolero ou caridadezinha) que não a dada pela empresa. Recordo daqui:
"Há uma forma rápida de aumentar a produtividade de uma costureira! Basta despedi-la de uma fábrica subcontratada por uma marca para costurar T-shirts e, adimiti-la numa outra fábrica, na mesma rua, que tem marca própria e fabrica T-shirts para vender com essa marca"
Sabem o que isto faz? Contribui para diminuir a dor na transição referida em Falta a parte dolorosa da transição (Parte VI)
Ontem li "It's Time to Toss SWOT Analysis into the Ashbin of Strategy History" e fiquei com uma sensação estranha.
Concordo e não concordo com o autor. Julgo que é outra vez a estória da culpa ser da caneta e não de quem a usa também referida aqui.
Concordo quando ele refere:
"I am tired of reading SWOT analyses. [Moi ici: Eu também, o meu detector da treta está sempre a apitar]
...
Who can tell me a blinding insight that came out of any such SWOT analysis? [Moi ici: O que levanta a questão sobre para que fim é a SWOT usada?]
...
Consider the strengths analysis. To be able to analyze one’s strengths, one has to have a definition of what is contained in the category ‘strengths’ and a way of measuring whatever is included. But a strength is only a strength in the context of a particular Where-to-Play/How-to-Win (WTP/HTW) choice. [Moi ici: O mesmo se pode dizer das fraquezas, o que me leva a este postal "Assim, partem já derrotados" de 2015. Usar uma SWOT para desenvolver uma estratégia, é pôr o carro à frente dos bois. Primeiro é preciso ter uma estratégia que contextualize o que são forças, fraquezas, oportunidades e ameaças]
...
The superior approach is to perform an analysis only when you are clear on the specific purpose so that you can go a mile deep and an inch wide. That means you don’t do it up front as with the SWOT and you don’t attempt to make it excessively broad like the four-pronged SWOT. [Moi ici: Confesso que só cheguei a isto depois de desesperar com tantas análises de contexto, de acordo com a ISO 9001 e a ISO 14001, que não passam de pura perda de tempo. Por que é que se há-de competir por criar a maior lista possível de factores interos e externos? Recordo Running away from a plain and hard brainstorming (part Il)]
...
Start by defining the strategy problem you are seeking to solve. That is, what is the gap between your aspirations and the outcomes you are seeking. Then specify the form of the solution by way of a ‘how might we’ question. That is, how might we eliminate the identified gap that we currently face. Then imagine possibilities of WTP/HTW choices that have the potential of answering the how might we question to eliminate the gap between aspirations and outcomes."
Quando eu era criança usava a SWOT como criança. Agora que sou mais velho uso-a mas de forma muito diferente.
"If you think about a normal decision process, it usually proceeds in four steps:
- You encounter a choice.
- You analyze your options.
- You make a choice.
- Then you live with it.
And what we've seen is that there is a villain that afflicts each of these stages:
- You encounter a choice. But narrow framing makes you miss options.
- You analyze your options. But the confirmation bias leads you to gather self-serving information.
- You make a choice. But short-term emotion will often tempt you to make the wrong one.
- Then you live with it. But you'll often be overconfident about how the future will unfold.
So, at this point, we know what we're up against. We know the four top villains of decision-making. We also know that the classic pros-and-cons approach is not well suited to fighting these villains; in fact, it doesn't meaningfully counteract any of them."
Trecho retirado de "DECISIVE - How to Make Better Choices in Life and Work" de Chip Heath and Dan Heath.
A propósito de:
o governo português deu 77 milhões a 2 empresas para criarem um bot, que hoje a OpenAI decidiu lançar como feature para os seus clientes. parabens Portugal! pic.twitter.com/bXdjXtv5Ps
— vd (@vd) November 6, 2023
Recordei logo Wardley-Martin. Sem qualquer relação com o tema destes dias, esta é a principal razão para ver com receio a aposta em grande do governo em tecnologias na fase do Mistério ou dos Pioneiros, como se estivéssemos na fase dos Algoritmos ou dos Town Settlers. Quem sabe o tempo que demora a passar-se de uma para a outra? Cada vez menos tempo. Esta manhã, sem fazer a relação com este tweet, pensei na quantidade de AI apps para sumarizar textos, todas numa luta implacável para ver qual a solução que vai triunfar e mandar no terreno como um eucalipto solitário. Acredito que vai ser muito rápido.
Como não recordar Baltimore e as conserveiras na bacia do rio Arade:
"só na cidade de Baltimore, antes de 1920 existiam 19 marcas fabricantes de automóveis" ou "Na bacia do Arade, deste lado do Parchal e Ferragudo e em Portimão, chegou a haver 23 fábricas de conservas."
Noutros tempos, de pioneers a settlers demorava mais de uma década. Agora, ...
“One of the reasons why you may pay too much into health insurance is a form of fraud practised by corrupt doctors and pharmacies. Here is how it works. If a drug costs £100 and the reimbursement rate is 90 per cent, then the pharmacy gets £90 back from the insurer. If the pharmacy presents prescriptions written by a doctor without actually having sold the medication, it can make an illegal profit. In Portugal, for instance, one doctor wrote 32,000 prescriptions for expensive drugs in one year – which boils down to one fake prescription every three minutes. The prescriptions bore the names of deceased patients or the faked signatures of deceased doctors. These doctors and pharmacies caused some 40 per cent of all public expenditure fraud in the country. To put a stop to this, the Portuguese National Health Service introduced an electronic prescription programme requiring doctors to complete the prescription and send it to their patients by text message or email, and reported that the system could reduce fraud by 80 per cent. In this case, the surveillance potential of software has been clearly used for the benefit of the health system.”
Lembro-me de colega consultora contar-me cenas deste tipo nos anos 90.
Excerto de "How to Stay Smart in a Smart World" de Gerd Gigerenzer
No JdN de ontem o patrão do jornal, alguém com experiência numa empresa de pasta de papel, uma commodity em que o custo é que manda, disse:
"Para o presidente da Cofina as empresas portuguesas enfrentam dois desafios. 0 primeiro é o da otimização e eficiência. A escalada de preços tornou os "custos de produção muito mais elevados, alguns deles não voltarão a níveis que tínhamos no passado, obrigando as empresas a otimização dos processos, tornando-se mais eficientes", aponta Paulo Fernandes."Para as empresas que competem no quadrante do empobrecimento:Esse é o desafio de sempre, não por causa da escalada de preços, mas por causa da redução de preços praticados por concorrentes em países ainda mais baratos que Portugal.
"Felix Lange, a Swedish software designer, currently head of product at a Portuguese housing start-up, also arrived in Lisbon in 2016 looking for a change.
After the 10-year period he is still not sure of what he is going to do. "I think if I'm going to move it's not going to be because of the end of my NHR statute. That won't be the decisive factor."
"However, I did calculate the tax rate I would have if I didn't have the NHR statute and it would feel weird for me to pay more taxes in Portugal than those I used to pay in Sweden," he adds."
Trecho retirado de "Portugal's tech boom challenged by tax change"
Lembram-se da Raporal? Eu ajudo:
Recordo também "Fazer o by-pass à distribuição" de 2013.
"This small meat-processing facility, which a group of ranchers started under the name Old Salt Co-op, is one of many that have appeared across the country recently. "Small" is an understatement: Old Salt can process the equivalent of 20 cattle per week, while major meatpackers butcher thousands per day.Just four companies process 85% of American beef, according to the U.S. Department of Agriculture....Since most independent ranchers and processors lack the volume to supply major grocery chains, their survival rides not only on how much brisket they produce, but on how many people buy it.Without a strong customer base, Rebecca Thistlethwaite, director of the Niche Meat Processor Assistance Network at Oregon State University, fears that many small processors will fail. She cited a University of Illinois study. that suggested success is contingent upon local demand. "It's not a field of dreams situation; it's not an 'If you build it, they will come," Thistlethwaite said. "You can't build supply chains without having that end consumer."...Data on net profits is difficult to find, but gross profits are certainly down. Fifty years ago, ranchers got 60 cents of every dollar that consumers spent on beef; today, it's 39 cents, according to the White House,...For independent ranchers, major chains - like Walmart, where 26% of America's food dollars go are basically out of the question. "To get into a chain grocery store, you have to have volume," explained Bill Jones, general manager of the Montana Premium Processing Cooperative, which opened in January. And since it takes two years and roughly $2,500 to raise a single head of cattle, Jones said it's "a heck of a challenge" for ranchers to establish enough volume to interest a grocery chain.Jones said the ranchers in his cooperative sell their meat online, at farmers markets or to local grocers and restaurants. "And then some are doing all three," he added...."So we decided to try to consolidate that into one kind of regional effort." Old Salt has also gone beyond selling meat online: opening a buzzy burger stand in the heart of Helena, organizing a festival and cookouts and ranch tours, and launching a butcher-shop-slash-grill that will showcase its products and host community events....Whether Old Salt can find more people like Barnard is an open question - and a critical one. As Mannix put it: "If customers don't change their buying habits, local meat really doesn't have a chance."Thistlethwaite, of Oregon State University, agrees. "I don't think (local meat processors) are going to survive unless we see consumers step up more seriously," she said."
Produtores pequenos têm de:
BTW, recordar a lição da Purdue em Se há coisa que não suporto é misturar catequese com negócios (2010)
"Economists at the Bank of International Settlements looked at data from more than 25,000 companies and found supply chains lengthening as other countries, especially in Asia, became additional stops in trade between China and the US. Companies shifting supply chains away from China are often moving production to countries whose economies are already highly integrated with China, such as Vietnam. Mexico, where investment by Chinese manufacturers has ticked up noticeably in recent years, is also becoming an important link in US-China trade. So it's not so much that the US and Chinese economies are decoupling-they're just coupling in different places.
...
Still, the connectors are proof that talk of the end of globalization is overwrought. Goods and capital still move across borders - even more of them, in fact."
Estes trechos foram retirados de "These Five Countries Are Key Economic; 'Connectors' in a Fragmenting World" publicado pela revista Bloomberg Business Week.
Interessante o que encontramos no WSJ de ontem:
"China passed a significant milestone last fall: For the first time since its economic opening more than four decades ago, it traded more with developing countries than the U.S., Europe and Japan combined. It was one of the clearest signs yet that China and the West are going in different directions as tensions increase over trade, technology, security and other thorny issues.
...
Benefits for the U.S. and Europe include less reliance on Chinese supply chains and more jobs for Americans and Europeans that otherwise might go to China. But there are major risks, such as slower global growth - and many economists worry the costs will outweigh the advantages."
Trechos retirados de "Global Economy Splits Into U.S. vs. China"
Trechos retirados de "Is Globalization Over? A New Metrie Says No""This is a column about two numbers that seem to tell contradictory stories about globalization.
Over the past 15 years, a consensus has developed that globalization has run its course and gone into decline. One popular number supporting this argument: Trade as a share of global output peaked in 2008 at the cusp of the global financial crisis and has never recovered.
But a new metric from a pair of economists, Sharat Ganapati of Georgetown University and Woan Foong Wong at the University of Oregon, tells the opposite story: More goods are traveling greater distances than ever before.
That seems impossible if globalization has truly swung into reverse. So which is right?"
O FT de ontem trazia um artigo sobre a evolução dos chips de computador. Por coincidência, também ontem, durante a caminhada matinal vi este video no Youtube sobre o mesmo tema, "The end of Apple Silicon's reign".
O artigo do FT, intitulado "Chip wars set to change the landscape of personal computing":
"One sign that something is stirring has been the flurry of news around CPUsthe general-purpose processors that power PCs and servers. This week, as Apple unveiled its latest high-end Macs, its new M3 chips were very much the focus.
...
Last week, mobile chipmaker Qualcomm unveiled an Arm-based PC chip of its own. It is the first chip based on designs from Nuvia, a start-up founded by some of Apple's top chip engineers that Qualcomm acquired two years ago, and a sign that a real technology race is breaking out in PC chips.
...
Intel, which dominates the market for PC chips, is doing its best not to sound rattled by all of this. Given the high barriers to entry, it has good reason.
...
All of this sets up a race in the normally staid world of personal computing, with Intel trying to pull off a rapid series of manufacturing upgrades over the next two years to get back in the lead, Apple digging in to protect the clear lead it has established with its Mac chips, and a new wave of Arm-based PCs hitting the market."
E comecei a pensar na impermanência das empresas grandes; as empresas grandes podem reinar por algum tempo, mas há sempre um momento em que falham. Empresas grandes, mais tarde ou mais cedo resvalam para o foco na eficiência, e isso dita a sua queda. E qualquer coisa neste pensamento fez-me pesquisar no blogue e encontrar, de Setembro de 2012, Contrarian, sempre!!!
E ao ler esse postal ... comecei a fazer ligações para o que tenho escrito aqui recentemente, ou tenho lido recentemente:
"Por isso, enquanto muitos continuam a acreditar na vantagem de ser grande, cada vez mais acredito nas vantagens de se ser pequeno, na paciência com a quota de mercado ou com o volume de vendas.
Ser pequeno pode significar: decidir rapidamente; agir ainda mais rapidamente; experimentar em escala reduzida; estar mais próximo da tribo; corrigir o tiro inicial muito mais rapidamente; ter mais paciência e não se amesquinhar por causa do próximo relatório de contas; ter mais paixão.
O que mais me entristece e ver empresas pequenas a pensarem como empresas grandes... uma empresa pequena nunca poderá competir de igual para igual com uma empresa grande. Uma empresa pequena devia concentrar-se em tornar-se uma grande empresa.
Uma empresa pequena pode ser uma grande empresa, assim como uma empresa grande pode nunca ser uma grande empresa.
Uma empresa pequena a caminho de ser uma grande empresa é a empresa que reconhece que o seu campeonato não é o da eficiência, mas o da arte, o da originalidade, o da rapidez, o da flexibilidade, o da proximidade, o da autenticidade, o da tradição, o da diferença... o caminho menos percorrido."
Quando era miúdo muito miúdo, ainda nem andava na escola primária, ouvi a minha mãe a comentar com alguém que "somos um fogo", ou seria "somos uma chama". E nunca me esqueci disso, não sei porquê.
Também as empresas são chamas, são transição, são fluxo até que passam a comportar-se como um reservatório, e em vez de aspirarem ao futuro e à novidade, focam-se na defesa do presente. E o futuro morre, mais depressa ou mais devagar, mas morre. E estas empresas não precisam de ser grandes, também podem ser pequenas.
Há tempos li What Fast-Moving Companies Do Differently:
"The Two Dimensions of Speed
When we talk about speed, we consider the two key dimensions that determine how fast a company can move:
Recordo de 2020 - Ter ou não ter fogo no rabo.
Recordo de 2019 - A falta de fogo no rabo.
Interessante ter conversado com pelo menos duas PME nos últimos 30 dias que posso incluir no pequeno grupo de empresas que apostam na velocidade. Acumularam capital, têm graus de liberdade, têm gente que está atenta ao contexto e age!
Depois de torrados cerca de 400 milhões de euros ... continuam a achar a EFACEC estratégica?
Recordar "Deixem as empresas morrer" ao vivo e a cores.
"A oficialização da privatização da Efacec, ontem, foi um "dia feliz" para o ministro da Economia, António Costa Silva, mas o Estado ainda vai injetar mais 160 milhões de euros na empresa após a venda ao fundo Mutares, além de libertar uma garantia de 72 milhões de euros relacionada com financiamentos da banca." No Correio da Manhã de ontem.
Parte III, Parte II e Parte I.
"Research has shown that storytelling has a remarkable ability to connect people and inspire them to take action. "Our species thinks in metaphors and learns through stories," the anthropologist Mary Catherine Bateson has written. Tim O'Brien, who has won acclaim for his books about the Vietnam War, put it this way: "Storytelling is the essential human activity. The harder the situation, the more essential it is." When your organization needs to make a big change, stories will help you convey not only why it needs to transform but also what the future will look like in specific, vivid terms.
In this article we outline an effective way to leverage the power of storytelling, drawing on decades of combined experience helping senior executives lead large-scale change initiatives. There are four key steps: Understand your story so well that you can describe it in simple terms; honor the past; articulate a mandate for change; and lay out a rigorous and optimistic path forward."
Vale a pena a leitura.
Trecho retirado de "Storytelling That Drives Bold Change"
Desemprego a aumentar (+6,5% face ao mês homólogo e +1,0% face ao mês anterior), sobretudo nos sectores ditos tradicionais:
Exportações a cair - Retoma acaba e exportações caem pela primeira vez desde a pandemia"Os dados da Informa D&B mostram que, entre janeiro e setembro deste ano, o número de insolvências da indústria da moda, que inclui precisamente o têxtil, o vestuário e o calçado, aumentou 95%, face a igual período do ano passado, passando de 82 para 160 falências.Também a indústria metalúrgica registou um aumento no número de desempregados registados, num total de pouco mais de três mil, em setembro, o que corresponde a um aumento homólogo de 4,5%.Alemanha é o principal mercado de destino quer das exportações de calçado quer da metalurgia e, ainda, ontem, o boletim mensal do Bundesbank indicava que o Produto Interno Bruto (PIB) alemão deverá ter-se "contraído ligeiramente no terceiro trimestre", apontando vários fatores, como a debilidade da procura externa de produtos industriais e o aumento dos custos de financiamento, que estão a travar a economia local." (fonte)
Onde está o capital e o know-how para criar os empregos do nível seguinte na linha horizontal dos flying geese?
Como diz Joaquim Aguiar, não há capital em Portugal, só dívida. Precisamos da receita irlandesa. Quanto a know-how ... duvido que haja para estes novos negócios.
Acabo de publicar o meu mais recente ebook na Amazon:
Acredito que o cidadão comum não percebe a relação entre o seu voto e as suas consequências, as consequências das escolhas que faz.
30 de Janeiro de 2022, eleições legislativas.
Escolhas:
"It is widely believed that restructuring has boosted productivity by displacing low-skilled workers and creating jobs for the high skilled."Mas, e como isto é profundo:"In essence, creative destruction means that low productivity plants are displaced by high productivity plants." Por favor voltar a trás e reler esta última afirmação.
.
"Lovaglia’s Law: The more important the outcome of a decision, the more people will resist using evidence to make it."
"If an organisation is too stable it can ossify, but if it is too unstable it can disintegrate. Successful organisations work between these two conditions or states, in what Stacey called ‘the chaos zone’."
"If the customer doesn't care about the price, then the retailer shouldn't care about the cost,"
“It's not enough that we do our best; sometimes we have to do what's required”.
"Das Leben, das uns gegeben ist, ist uns nicht als etwas Fertiges gegeben, sondern wir müssen es uns gestalten, und zwar jeder sein eigenes."
"Eine Regierung, die nichts wert ist, kostet am meisten."
"Forget trying to persuade them; light their pants on fire."
"O futuro é o que importa. O futuro é a base do significado, é de onde vem o projecto que alguém tem para si próprio"
"The single biggest problem in communication is the illusion that it has taken place."
“It is not the strongest of the species that survives, nor the most intelligent; it is the one that is most adaptable to change.”
"o Marketing só existe a partir do pensamento estratégico, caso contrário "não resulta""
"It is difficult to get a man to understand something, when his salary depends upon his not understanding it"
"Perder diversidade é como arrancar páginas de um livro. Quantas páginas poderemos arrancar até deixar de compreender o enredo?"
The great enemy of the truth is very often not the lie – deliberate, contrived and dishonest – but the myth, persistent, persuasive, and unrealistic. Belief in myths allows the comfort of opinion without the discomfort of thought."
"By strategy, I mean a cohesive response to a challenge. A real strategy is neither a document nor a forecast but rather an overall approach based on a diagnosis of a challenge. The most important element of a strategy is a coherent viewpoint about the forces at work, not a plan."
"Un desastre està punt de succeir a Espanya. El malentès de la gravetat de la crisi costarà car als inversors, ja que tindrà profundes conseqüències per a tot el sistema bancari europeu", afirma.
Entre d'altres coses, Mauldin diu que "els inversors estan fumant crack si creuen que els bancs espanyols són entre els més forts d'Europa, ja que estan amagant les seves pèrdues".
“… there are no “sunset” industries condemned to disappear in high wage economies, although there are certainly sunset and condemned strategies, among them building a business on the advantages to be gained by cheap labor”
"o vencedor da vida, o optimista que vive em incesto com o próprio ego, é o traço mais frágil do líder"
"We shall not grow wiser before we learn that much
that we have done was very foolish."
You may not be able to change the world but can at least get some entertainment & make a living out of the epistemic arrogance of the human race.
"I wanted you to see what real courage is, instead of getting the idea that courage is a man with a gun in his hand. It's when you know you're licked before you begin but you begin anyway and you see it through no matter what. You rarely win, but sometimes you do."
“Trust your guts. But not too much!”
"Customers will try 'low-cost providers,' because the majors have not given them any clear reason not to." "
"Natal é quando as Crianças pedem e os Pais pagam. Défices é quando os Pais pedem e as Crianças pagam."
"A imprevidência dos povos é infinita, a dos governos é legal"
"What a man sees depends both upon what he looks at and also upon what his previous visual-conceptual experience has taught him to see"
“The leaders first task is to be the trumpet that sounds a clear sound”
"lamented the lack of any systematic data on the scale of unfunded IOUs that care-free politicians have handed out like confetti."
"Let them call me rebel and welcome, I feel no concern from it; but I should suffer the misery of devils, were I to make a whore of my soul..."
O problema não é o consumo. O problema é o consumo assente em endividamento."
"There are designations, like "economist", "prostitute", or "consultant" for which additional characterization doesn't add information."
When it becomes more difficult to suffer than change, you will change"
"Hope is not a strategy and a crisis is a terrible thing to waste"
The more you can see of the present, the more you can see of the future"
Yes, You can change the future, but only changing the present"
"Entrepreneurship is 'Having aspirations greater than your resources'"
“The single biggest reason companies fail is they overinvest in what is, as opposed to what might be."
"The first principle is that you must not fool yourself - and you are the easiest person to fool. So you have to be very careful about that"
"A estabilidade é uma ilusão"
"When we create the conditions of possibility, the universe becomes our co-conspirator"
Thinking about doing is not doing. Talking about doing is not doing. Doing is doing."
"'God has created me to do him some definite service. He has committed some work to me which he has not committed to another'.
...
"Each of us has a mission, each of us is called to change the world, to work for a culture of life, a culture forged by love and respect for the dignity of each human person.
"As our Lord tells us in the Gospel we have just heard, our light must shine in the sight of all, so that, seeing our good works, they may give praise to our heavenly Father."
"The future is not there waiting for us. We create it by the power of imagination."
"confusing testosterone with strategy is a bad idea"
"Much consulting involves the application of models to a system, as opposed to getting involved in the system as a positive change agent""
"O Portugal que pára sem orçamento é precisamente aquele que vive dele e que há todo o interesse em parar."
"credibilidade da política financeira e dos seus executores está ao nível da credibilidade de uma barraca das farturas"
"The role of the manager is thought to be reduction of uncertainty rather than the capacity to live creatively in it"
"today an entrepreneur is closer to artists than managers"
"A business without a path to profit isn’t a business, it’s a hobby"
"If no one’s upset by what you’re saying, you’re probably not pushing hard enough. (And you’re probably boring, too.)"
"Storytelling isn’t just how we construct our identities, stories are our identities"
"'He who has a why to live can bear almost any how' "
"They can because they think they can"
"Se há coisa que não suporto é misturar catequese com negócios, é a incapacidade para calçar os sapatos do outro e só pensar na nossa posição de coitadinhos, pobres vítimas indefesas dos maus e que por isso precisamos do Estado todo poderoso para nos proteger e, nem percebem na volta, os juros que o Estado cobra por esse serviço mafioso de protecção que, ainda por cima não resolve nada."
"Empathy is like a universal solvent. Any problem immersed in empathy becomes soluble."
"In victory, do not brag; in defeat, do not weep"
"Value it's a feeling not a calculation"
"An economist is someone who has had a human being described to him, but has never actually seen one."
"Don't finish first--it's not about running a rat race. Start with a better ending in mind."
"If you sit in on a poker game and don’t see a sucker, get up. You’re the sucker.”
"The 'value added' for most any company, tiny or enormous, comes from the Quality of Experience provided."
"Crediting government with the success of entrepreneurs is like crediting the guy who built Bill Gates’ garage with the success of Microsoft."
"I have found that assuming social scientists understand the difference between correlation and causality is not generally a good one."
"Promising never to raise taxes, without reaching a deal on spending, really means a high and rising commitment to future taxes."
"Some things are so foolish that only an intellectual could believe them, for no ordinary man could be such a fool"
"os bancos não financiam a economia, a poupança sim"
"I do not know the key to success, but the key to failure is trying to please everybody"
"Never be afraid to try, remember... Amateurs built the ark. Professionals built the Titanic."
"terms such as 'experiment' and 'observation' cover complex processes containing many strands. 'Facts' come from negotiations between different parties and the final product - the published report - is influenced by physical events, dataprocessors, compromises, exhaustion, lack of money, national pride and so on."
"'science in the making' is 'the consequence of [a] settlement' of 'controversies'."
"If the state wishes to spend more, it can do so only by borrowing your savings or taxing you more. And it's no good thinking someone else will pay, that someone else is you."
"All failures of strategy are rooted in the assumption that outcomes are predictable."
"Doing things like your bigger competitors is how to get killed in the wars out there"
“Uma moeda boa e forte é como a saúde. Só lhe damos verdadeiramente valor quando não a temos.”
"Life’s tough. It’s tougher if you’re stupid"
"O homem de bem exige tudo de si próprio; o homem medíocre espera tudo dos outros"
"Change is a threat when done to me, but an opportunity when done by me."
"As elites foram deixando de falar das exportações à medida que se foi percebendo que o país consegue exportar sem elas"
"Your toughest competition is the little voice inside your head telling you to stop"
"Pain is just weakness leaving your body"
"Built to last" is bad economics. Built to do something great" is the better idea. Think: "Creative destruction."
"the world is an uncertain place no matter how many Greek letter equations you affix to a problem."
"You never change things by fighting existing reality. To change s.th., build a new model making the existing model obsolete"
“No, no, you're not thinking; you're just being logical.”
"Success is not a destination. It's the trail you leave behind you."
"Winners make a habit of manufacturing their own positive expectations in advance of the event."
“You’ve got to start with the customer experience and work back toward the technology – not the other way around”
"Strategy as the "smallest set of - intended or actual - choices and decisions sufficient to guide all other choices and decisions sufficient to guide all other choices and decisions."
"When something is commoditized, an adjacent market becomes valuable"
"nature evolves away from constraints, not toward goals"
"There aren't any textbooks on what to stop doing!"
"With great power comes great irresponsibility "
"Weird things happen when you take price out of the equation for consumers"
"‘It’s so damn complex. If you ever think you have the solution to this, you’re wrong and you’re dangerous.’"
"Saruman believes it is only great power that can hold evil in check, but that is not what I have found. I found it is the small everyday deeds of ordinary folk that keep the darkness at bay. Small acts of kindness and love."
"Increasing stuff that doesn't add value dilutes existing value."
"O federalismo não é a alternativa à troika, é a troika para sempre."
"Never underestimate the difficulty of changing false beliefs by facts"
"Stressors are information"
“If you hear a “prominent” economist using the word ‘equilibrium,’ or ‘normal distribution,’ do not argue with him; just ignore him, or try to put a rat down his shirt.”
"The advantage of experiences over things for most of us is that we can make them seem unique, which = scarce, which = value"
"Pedras no caminho?
Guardo todas, um dia vou construir um castelo"
"Without risk, faith is an impossibility."
"Não posso com quem vive a achar que os outros lhe devem sempre alguma coisa."
"In a world of increasing automation, our ability to perform tasks is not nearly as important as our ability to dream. The questions we need to ask are not ones of action, but ones of meaning"
"Me arrancam tudo a força e depois me chamam de contribuinte."
"Letting people vote for expensive programs that “somebody else” will finance is a good recipe for getting people to vote irresponsibly"
"what's fairness gotta do with pricing based in value?"
"The epic battle of our generation is between the status quo of mass and the never-ceasing tide of weird."
“Price is emotional”
"There will always be a reason why you can't pursue it, until competitors create a reason why you must."
"The most important thing to study is opening theory"
"The greater the contrast, the greater the potential"
“Customers don't care about your solution, they care about their problems.”
"Todos querem conhecer a verdade, mas o que desejam é que lhes contem uma mentira em que não sejam protagonistas."
"Execution efficiency strangles innovation in the crib, but not with malice, by default.”
"Our obsession with scalability is getting in the way of unleashing the potential of the 21st century."
"The system is optimized to mitigate risk, not create value"
"Champions are made when no one is looking"
"Don't bargain on value. Half as expensive is often twice as cheap."
"Customers care about outcomes, not effort, technology, or originality."
"
"You don't have to pick between 1) playing the game and 2) not playing the game. You can *change* the game."
""The first principle is that you must not fool yourself and you are the easiest person to fool." "