Thanks, Kelly. This issue of changing distribution, whether its for video content or physical goods, is really interesting, and I think it will be a huge theme of the media landscape for years to come. While I think the ‘unbundling’ of cable is more near term, I also wondered how Disney thinks about AR/VR and the potential for an immersive AR/VR experience to have a negative impact on park visits. Will as many people travel to a physical Disney World / Land location if they can have a similar experience via their Oculus Rift?
Thanks for the post, NS. I think RFID is a really interesting technology and one that can have meaningful impact on many different industries. One application I’ve always wondered about is RFID sensors on household goods as a way to ‘auto-replenish’ when you drop below a certain volume. Given the price of RFID sensors, I think it would be difficult to make the economics attractive right now. But, with sensor prices coming down, I wonder if there’s a world where companies use RFID to get front-line inventory level data from consumers.
Thanks for the interesting post! I was curious how Flatiron monetizes there data today. I think there’s a tension in healthcare, which you pointed out, that the valuable data is also very private and protected. Given that, I wonder if Flatiron will choose to analyze the data for insights themselves or sell the data to other organizations (or both). While I understand the privacy concerns, I also think we are sacrificing progress by not making data sharing more fluid in healthcare.
Thanks for sharing this post, Bhargav! I had no idea almonds consumed so much of California’s water. The impact of climate change on many companies’ geographic footprints will be interesting to see played out. Many agricultural businesses are placing bets now about where they should shift operations to given how the climate is changing. I think this is necessary, but as you pointed out, not sufficient. These companies should also contribute to slowing climate change. It sounds like WhiteWave is taking steps to lead that movement.
Thanks for sharing this post, Ty! I was shocked to see Tyson invested in Beyond Meat. As a potential disruptor to Tyson’s meat business, I hope Tyson’s investment is not meant to thwart the startup’s efforts, but instead accelerate them. The impact of a carnivorous diet on the climate is a real issue and one that is rarely talked about. I wonder if we will see regulation in our lifetime that prices in the externalities associated with eating meat.
Thanks for sharing. It strikes me that fighting climate change and poverty may actually be at odds much of the time. As more and more people come out of poverty, energy consumption and greenhouse gas emissions will no doubt increase. That being said, I think we all agree the mission to erase poverty is of the utmost importance. I wonder how the World Bank thinks about this tension and investing behind it?
Raphael, thanks for the thoughtful and interesting post. I wonder if there are other examples of cities or countries approaching this same problem of rising seas in a different way. Certainly, this will be an important and necessary ‘playbook’ for many more cities and countries. Venice may in fact be lucky, as they can focus on the lagoon entrances. Islands that are at risk face a trickier task.
Very interesting post. It will be fascinating to see how water scarcity impacts a wide range of industries. For example, the water required to support livestock and grow their feed is a massive use of our freshwater supply today. With meat consumption expected to rise, how will we meet that need? Is introducing market forces to water the right answer? No doubt the current system does not make many companies that use abundant amounts of water accountable for their true costs.