It is time for ”Private Equity” companies to go back to their original playbook: buy underperforming business, deploy talent to improve strategy execution and operations. Instead of ”load it with debt and flip it or list it” #MTBS
The notion that ”AI” is going to replace people is not supported by facts. Simply. Not. At. All. It might in future, but now, this is a massive bubble #MTBS (from @TheEconomist) economist.com/finance-and-ec…
Excellent piece in the FT today about how healthcare needs an end-to-end process approach to achieve genuine improvement, rather than sprinkling technology (including AI) on top of existing ways of working. A Business Process Renaissance indeed #MTBS
Dramatic business model re-set for railway infrastructure and services in UK! Even if you’re not a fan of nationalisation… you must admit that the private alternative failed to deliver #MTBStheguardian.com/business/202…
Yup. Here it is. Dotcom 2.0. It will be great eventually, but as ever, perhaps on the back of new players, offerings and business models #MTBS (from @TheEconomist) economist.com/business/2025/…
Social media, led by TikTok, upends the product and offering development of supermarkets and restaurants, as well as presenting huge challenges for producers and logistics #MTBStheguardian.com/business/202…
Heartbreaking (but not unexpected): the tariff idiocy of the US will create a business model massacre for SMBs that source in China. And then the poison will spread up the value chain (from the FT) #MTBS
Foundational AI models are not where the productivity explosion will come. The “apps” built on top of these models is where the action is. And it is buzzing with innovative activity. Wonder when we will see a Rocket Internet lookalike, copying good ideas fast (from the FT) #MTBS