Futurecreators

Toronto may have been a better headquarters choice for Jeff Bezos to make. Listen to why from Future Creators.

Well, it finally happened.  Sears is going under.  Twenty-two years after our data showed that it’s Information Velocity could not support its growth.  In 1996, Sears IV was 14 days slower than Walmart.  Today, it is 33 days behind.  Sales peaked at $53B in 2007 and are now $16B.  Walmart was $380B in 2007 and is now $500B.  Eddie Lampert, Sears’ CEO, did not even read his own data!!  Some investment genius….? Recorded 10/26/2018    

The administration thinks import taxes are an “easy win.”  But FutureCreators know that Information Velocity is destiny.  Supply chain management is a subset of this. Slapping import taxes on an IV-driven SCM diminishes your position on the Information Cost-Velocity Curve kills value.? Recorded by Francis McInerney on August 25 2018

If your Ecosystem Velocity is slower than that of your customer, you lose.  Walmart’s Ecosystem Acceleration over the last  quarter century is now worth some $30 billion to the company.  If you can’t support that, why would WMT do business with you?  To win, your ecosystem must be symmetric with theirs.?

The latest news is that Google wants to make a China-censored search engine so it can get into the 800 million person strong Internet market there.  This is nuts.  Cloud inflation will destroy the Party.  There is no point in getting in the way.  Nor in letting yourself be seen as the Party’s agent when people turn against it.  Apple is guilty too. Recorded 8/20/2018

The real issue is not how Google licenses Android.  This may or may not be a problem for EU antitrust people. The real issue is, why are there no EU Googles, Facebooks, Apples, et al?  What went wrong in the EU?  It was designed in theory to foster these new generations of companies.  Something didn’t work.  FutureCreators know what it is. Recorded 7/21/2018 in New York by Robert Braathe and Francis McInerney - Future-Creators.com

The Great Firewall keeps Chinese companies out of global markets where they need a free and open Internet to compete.  This means limiting the growth of Alibaba et al.  No way for the Party to maintain the Mandate of Heaven.  The solution?  Use AI to extend the Great Firewall into your home and office and bring each and every one of us under Party control.  That way Alibaba can have a free hand. Recorded 7/20/2018

Toyota gets our FutureCreator Management Grade B today.  Not an A, but certainly not an F.  However, if Toyota had to sell cars the way Apple sells computers, the big change that Tesla is forcing, it will have to absorb huge inventories now held by dealers.  And it will have to great an ERP-driven supply chain that looks like Apple’s.  No automaker in the world can do this.  Huge looming crisis.  ? Recorded 7/20/2018

Don Trump kicked off his Trade War with China today.  The problem is that his policy does not conform to the Information Cost-Velocity Curve that FutureCreators know dominates all business all of the time.  And has since we evolved into humans from primates.   The ICVC says that information costs are falling so fast today that they alone dictate where trade’s comparative advantages lie.  The ICVC dictates the structure of the supply chain and all the principles of Supply Chain Management.  Look at Apple’s Information Velocity Index. Don doesn’t get any of this.  His thinking on business and trade predates Samual Morse’ first telegraph message of 1844.  And he wants us to go there.  That’s trouble.   Recorded 7/6/2019

On May 2nd, we reported to you that 5G wireless is DOA and showed why:  it is too capital inefficient and carrier balance sheets cannot support this level of capital inefficiency.   Now come rumors that to pay for 5G, VZ may have to spin off Oath, it’s a mashup of Yahoo! and AOL.   The $10 billion or so that it might get for this is a drop in the 5G bucket.  So, expect way, way more capital restructuring than this.   Recorded 7/6/2018 To understand why, sign up for a trial subscription on our website and watch 5G and the Kodak Moment.   Francis McInerney Managing Director FutureCreators francis@future-creators.com

FutureCreators know that we are about to enter the age of the Edgeless Cloud where processing power and memory density make everything a cloud server. This process will force a restructuring of all organizations on the planet that will disrupt an extraordinary range of human activities over the next quarter century. No maker of hardware, software, no networker, no retailer, not even an oil driller or refiner will be exempt.  This thing will hit hard and fast. All business must adapt.  We will show you the lead.  Soon we will add a new video, The Edgeless Cloud, to our website and do a free public webinar on the subject.  Watch for this and get on board. Recorded 7/7/2018

AT&T and Time Warner rules out 5G.  Crazy: all that content and no network. Recorded 6/14/2018 at North River Ventures / Future Creators with Francis McInerney    

The real issue is not how Google licenses Android.  This may or may not be a problem for EU anti trust people. The real issue is, why are there no EU Googles, Facebooks, Apples, et al?  What went wrong in the EU?  It was designed in theory to foster these  new generations of companies.  Something didn’t work.  FutureCreators know what it is.?

Trump wanted to shut it down, then reversed himself.  Now Congress wants to reverse him. But, the numbers tell the story:  233 days in AR and Inventory!!!!   And it takes ZTE over a year to pay suppliers!!!  FC Management Grade F bigly.  This company is on death watch. Recorded June 14, 2018

Vodafone will pay €18.4 for Liberty Global’s cable operations.  FutureCreators know that this is doubling down on a obsolete business model now having its Kodak Moment.  John Malone, head of L-G is exiting at the top of the market.  Smart move John!!?

European governments are doubling down on the need for so-called “champions,” companies that can compete with and beat the global top of class. FC has two questions.  Can governments do this?  Why are there no European Googles and Apples? If you apply our Management Grade calculator to the EU’s top players, the results are ugly!  Will these just be taxpayer sinkholes?

From an outsider view, we see the technology, we see high-speed rail, we see a flurry of activity but Japanese industry is in a crisis.   Japan fell off the Information Cost-Velocity Curve and missed the Information Age shift to the Cloud’s marginal cost of computing power, the biggest shape changer in history.  Is there any way back?  Will there ever be a Japanese Apple?

Because the lesson of the FC App Delivery Membrane is that anything that touches the marginal cost computing power of the cloud must be capital efficient.  Wi-Fi is the most capital-efficient element in the ADM today and, as a result, has sucked so much bandwidth out of networks that most of us hop from Wi-Fi island to Wi-Fi island.  Licensed spectrum, like 4G and 5G, is an unwieldy and immensely expensive bridge between these islands.  Apple wants none of that to get between itself and its customers future applications.  

Samsung's CEO should demand that, instead of trying to sell us on the joys of 5G, his top people (like the author of this piece)  protect the company by selling carriers on revenue models that work in what is essentially a replacement service with no revenue upside.  If Samsung cannot do this, he should focus the company elsewhere for growth. ? Recorded 5/7/2018

Recorded 5/2/2018 FC’s App Enablement Rule says that App Enablement Devices must be cloud-based.Japan has stayed out of the could, even for corporate operations.No way back now.