Supply chains globally have been disrupted on account of Covid19. Yet, platform players like Amazon and Alibaba have demonstrated how their approach to logistics and supply chain management is not only scalable but also responsive and resilient to such disruptions. This issue takes a peek under the hood of Amazon’s logistics capabilities and its potential in a post-Covid world. In particular, a few insights before we get started Amazon’s logistics playbook involves two mutually reinforcing flywheels: an asset infrastructure flywheel (Increase asset base and offer as-a-service) and a data-driv ..read more

The digitisation of patient data and the adoption of cloud-based healthcare management systems have created efficiencies and new business models across the value chain. Advancements in AI provide superior decision support systems to doctors, while connected devices enable the remote delivery of care and monitoring. But the most important transformation in healthcare is only just beginning to take shape. Digitisation of healthcare demand and supply will eventually lead to the creation of large platforms that aggregate industry-wide demand and supply, and orchestrate interactions between produce ..read more

There’s a lot of talk about how the economy will ‘snap back’. External conditions may ‘snap back’ but the systems we create during this time will not. This issue highlights a very important shift that will not easily ‘snap back’ in a post-Covid world: The rise of platform cartels Specifically, this issue explores the following: Why platform cartels are different, why we haven’t seen them pre-Covid, and why Covid-19 is spurring their rise How contact tracing is driving the creation of platform cartels which will survive into a post-Covid world How Facebook, Twitter, and Google are setting up e ..read more

Bargaining power is shifting across the entertainment industry in a lockdown world. This is not just about the growth of streaming and Netflix. The larger story involves a fundamental rejig in bargaining power across the entertainment value chain. This version of the newsletter looks at one of the biggest shifts in entertainment, currently underway: 1. Why in-home entertainment is poised for it’s biggest shift in content programming 2. But the largest shifts will be seen in the entertainment value chain 3. Why subsea cables become more important in a world of Zoom and Netflix 4. Disney – Reima ..read more

Consumer behavior, organizational priorities, and government regulation have all changed rapidly with the spread of Covid19. As we move further towards a post-Covid19 world, the rules of this new world will largely be determined by the decisions made and the actions taken over the next few weeks and months. The platform economy has taken centerstage in this present crisis. The past four weeks have put into motion four big shifts that will shape the future of the platform economy. At the same time, the crisis presents a unique opportunity to create systemic solutions to humanitarian challenges ..read more

In every crisis lies an opportunity! Food and grocery delivery platforms certainly seem to think so in the age of coronavirus, as app downloads and orders take off with lockdowns and social distancing in place. This issue of the newsletter looks at the economics of food delivery platforms. A quick overview: The economics of food delivery platforms Asian food delivery platforms have an unfair margin advantage Food delivery margins: A textbook case of ‘what’s good for the platform is bad for the ecosystem’ The ‘Netflix playbook’ in food delivery How to win low margin games The econom ..read more

A lot has been said about SoftBank’s frothy valuations, ranging from WeWork’s collapse to Uber’s lacklustre public performance, and most recently, Oyo’s challenges (which are getting worse post-Coronavirus). The problem with valuation discussions is that they get polarized rapidly, and end up missing most of the nuance. This issue focuses on three key factors that impact valuations: Unit economics: Getting the basics right gets difficult when you’re surrounded by froth Valuation of network effects: When is a network effect defensible and when is it not? Inventory risk ..read more

To understand value creation and regulation in the digital economy, we need to start with understanding the economics of data. Treating data as a physical asset and regulating data access and residency only scratches the surface. To regulate data well, we need to understand how data accumulation leads to control. DATA ECONOMICS 101 But before we get there, let’s start with Data Economics 101 to set some base principles for this discussion. This is a 101 article but a good place to start thinking about data regulation. The economics of data 101 These simple ideas have profound implications on h ..read more

‘ayhuma ja’ awlaan , al’iibahiat ‘ama althaqafat alearabia? sayaqul bed alnaas ‘ana al’iijabat hi almawadu al’iibahiat alearabiat , waqad yakun hadha hu alsabab wara’ hus aljamie biha. la yujad aledyd min almawaqie al’iibahiat alearabiat alty khusisat laha ‘akthar min ghiriha. ‘iidhan , ladayna huna bed al’asbab alty tajeal alnaas yadhhabun ‘iilaa hadhih almwaqe: alsabab al’akthar shyweana liziarat mawqie xnxx xhamster lilimawad al’iibahiat hu ‘anahum yuridun bed al’aflam al’iibahiat alearabiat aljayidat hqana. qad ybdw hdha ghrybana wwadhana bed alshay’ balnsbt lk , walakuna dae fi aietiba ..read more

To understand value creation and regulation in the digital economy, we need to start with understanding the economics of data. Treating data as a physical asset and regulating data access and residency only scratches the surface. To regulate data well, we need to understand how data accumulation leads to control. DATA ECONOMICS 101 But before we get there, let’s start with Data Economics 101 to set some base principles for this discussion. This is a 101 article but a good place to start thinking about data regulation. The economics of data 101 These simple ideas have profound implications o ..read more