Winner or loser?
Tesla，which is trading at almost six times revenue –
vs. Ford and GM at less than .4x.
四月 特斯拉的市值超过了福特 但特斯拉在2016年时卖出了8万辆 而福特却卖出了六百七十万辆
In April Tesla surpassed Ford in market value despite selling 80,000 cars in 2016, versus Ford’s 6.7 million.
Tesla’s most revolutionary change of the auto industry is not its electric engine –
everyone’s building those –
but its proximity to the consumer,
whether it’s high-end malls where they own their own dealerships
or YouTube, where they are sucking all the oxygen out of the ecosystem.
How much does Tesla spend on traditional advertising?
because they’ve mastered the medium of PR and new economy platforms.
Brands mining data about users’ digital behavior to create innovative physical products.
Airbnb is launching a print travel magazine
using the most popular searches on its site to shape editorial coverage.
The first issue includes an article about Porvoo
because an increasing number of Airbnb users are interested in the Finnish city.
Interesting and Finnish – those are two words you don’t often hear in the same sentence.
Similarly, transit app Citymapper is launching its own bus service in London
gleaned from data on routes that were popular but underserved by existing public transportation.
A winner: Apple,
which last week became the first company in the U.S. to cross an $800 billion market capitalization.
It also has a quarter of a trillion dollars in cash
equal to the GDP of Denmark –
and Denmark doesn’t even have interesting cities like Porvoo.
What should Apple do with all that cash?
Launch the world’s largest tuition-free university.
The education market is falling-off-the-tree ripe for disruption.
A sector’s vulnerability is a function of price increases relative to inflation.
Education has been the same for five decades.
NYU charges kids, no joke,
$500 a minute for me and a projector.
How do I put this?
That is fucking ridiculous.
Apple could really put a dent in the universe –
or they could just build a better phone.
Losers: every apparel brand blaming Amazon for their woes.
As a matter of fact, fast fashion has added more to its top line in terms of revenue
than Amazon has added in the field of apparel.
The reckoning is here
but a lot of apparel retailers have themselves to blame
像是不好的推销方法 库存过多 不考虑潮流 对于减少的供应链也接受了
for poor merchandising, over-storing and not thinking about trends and being more adaptive to a declining supply chain.
I love fashion, but I don’t follow fashion.
Fashion follows me.
现在 万事具备 只欠东风
Today, a cross between aging skateboarder and fish that swam too close to a reactor.
We’ll see you next week.