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On November 20, 2016, Chanti commented on Otto and Uber: Pioneering Autonomy in the Shipping Industry :

Great post Pete. I can´t believe we are already discussing AV as a reality. As I said in class, the entire idea of AV, although it presents some huge opportunities for businesses and consumers, it´s a major threat to the work and life of the current 1.8m truck drivers in the US. How is Uber and/or the government preparing for this? How are we going to solve the social problem that the introduction of AV is going to generate? How will this impact UBER´s business negatively?

Super interesting post and topic Brad! I am very interested in the LoT and would like to learn more about it. It would have been great if you included a little bit more of Skyworks´ strategy in this line of business. What I loved about your post was how you backed everything with numbers and evidence, while at the same time providing your own financial analysis. I mean, you even made your own graph comparing Apple´s performance to Skyworks! Its impressive how much this company is dependent on Apple. I think the company should focus more on its LoT line of business going forward in order to diversify its revenues as today it only provides one part of the LoT supply chain and does not have a competitive advantage that it can leverage to gain market share.

On November 20, 2016, Chanti commented on Digitization threatens the insurance business :

Amazing post Anton!! I am really interested in all of the insurance related businesses but what I want to focus this comment on is in the increasing economic power of technology companies like Apple and Google. Insurance as basically every other company or industry is increasingly reliant on the use of technology to run its business. This not only allows tech companies to manipulate company´s and human´s behavior as you point out but it also incentivizes them to become direct competitors themselves, posing some serious competitive threats to the world economy. Eventually, tech companies may be controlling every industry or segment of the economy and through technology monitor and control every aspect of our lives.

On November 20, 2016, Chanti commented on Digitalization in Microfinance in U.S. :

Excellent post Alison! I am very interested in this type or work, which have a lasting positive impact on the world. Yunus´ business ideas have been highly disruptive and innovative while making the life of the most needed ones better. Grumman America´s business model is very interesting but what I believe pops out is its operating model of woman community-based lending, which allows the company to be successful in lending to low income people. Although the pain points that you mention are very relevant, I believe that the company´s major problem is the difficulty to scale the business, which relies on giving out very small loans. Digitalization is probably the only way to solve such problem and Grumman America will be wise on taking advantage of it, and by doing so it can also help bring the digital world to low income people around the globe.

Very nice post! As an Instacart user, I am very interested in this topic. I have to say that the main reason why I use Instacart today and not Amazon Fresh or Google Express is due to Instacart`s shopping experience. The on-demand digital economy is making our lives easier by reducing the amount of time we have to spend on going to buy anything from food to books, but at the same time is taking away some of the experiences that make life interesting. Companies like Instacart that can avoid this problem are sought to have a competitive advantage over its competitors.

My main concern with Instacart though is the competitive landscape. Not only Amazon or Google, but retailers themselves have all the incentives in the world to do this by themselves and it will be very difficult for Instacart to compete against them as no one can offer a better shopping experience of its stores than the retailers themselves. Instacart should counter this by increasing its focus on creating value in the supply chain through strategies like the partnership they built with Wholefoods.

On November 7, 2016, Chanti commented on The Panama Canal: The “Bottleneck” of Global Shipping? :

I like this post because it touches the topic of long term vs short terms goals and implications. I believe that the only way to solve the climate crisis is for companies, individuals and governments to focus on the LONG-TERM implications of climate and not on the short-term incentives of profit or political gain. Past fail policies have had one or both of these issues as root causes. The Panama Canal Authority is doing a great job to tackle its water management crisis with a long-term strategy. Other governments and businesses should follow its path and only then we will get on track to solving climate change.

This post and topic brings up a very interesting issue in the climate change world, the relations between government with public utilities companies and clean energy companies. How much do theses companies depend on current regulation and/or monopoly style pricing mechanisms tolerated and promoted by government themselves. As I said before, in order to solve the problem with clinate change we need strong government regulations and smart public policies, but not THESE!!

What some utilities companies have been doing with net metering to Solar City and other solar panel companies goes against sane competition and should not be tolerated. Ultimately what we need is an end to current government induced monopolies in the utilities industry and smart public policies to incentivize consumer behaviours that align with society’s climate goals.

Old utilities companies should be the ones learning to adapt quickly to the changing regulatory environment or risk being regulated out of existence.

Great topic on the impact of clinate change in a business line that is not commonly related to the topic. Although I like some of the efforts Allston has been taking towards addressing its own impact on clinate, I am worried about the incentives sorrounding the decision making process of the company. Some of the actions the company is taking to influence consumer behaviour have huge positive profit effects far bigger than any climate achievement. Also, there is a clear conflict of interest between Allston and the some of the government related actions and works describe in this post that needs to be address.

Still, I believe there are some valuable lessons that other companies could learn from Allston. One proven way to manage the climate problem in the business and economic context is to allow pricing models to reflect the shifting external and internal environmental risks sorrounding companies. Apparently Allston does a very good job of doing this, something other companies don’t. The entire business community should consider following this effort and government should compliment it with policies that induce such price changes and therefore impact consumer behaviour, such as a carbon tax.

On November 7, 2016, Chanti commented on Ben & Jerry’s: If it’s melted, it’s ruined! :

As an ice cream and Ben & Jerrys fanatic I liked this article very much. If we are going to solve the climate change crisis we need more socially responsible companies like Ben & Jerrys. One of the most urgent public policies that needs to be implemented in the US and worldwide is the carbon tax and Ben & Jerrys has been a leader on this by instituting an internal carbon tax and supporting efforts to introduce a public carbon tax. Mexico, my home country, has had a carbox tax for almost 3 years now and it has been succesfull in reducing gasoline consumption by 3% per capita and the government has raised more than US$30bn inntax revenues to combate climate change directly.
It is also incredible and worth noting how Ben and Jerrys cooperates and works with government regulators to tackle these issues, instead of fighting them as many other businesses do. This country and the world need more companies like this one as only strong regulation and private cooperation will really solve the problem.

The post is very detailed on the actions Ben and Jerrys has taken to tackle climate change such as substituing HFC refrigeration and manure methan separators. These are two of the most recognized and effective actions known today to solving the climate change crisis and I am glad to hear Ben and Jerrys is at the cornerstone of the efforts.

What an amazing article!!

Very relevant and important topic. Coral bleaching is real and dangerous. I am glad you talked about this issue in the post. Last summer, during my honeymoon at Maldives, I was sadden to watch and realize that almost all of Maldives’ corals were dead due to bleaching. In Mexico, my home country, we have the second largest barrier reef in the world (the Great Mayan Reef) and it is experiencing the same problems you describe, with more than 31% of the reef sites in critical condition. For these reasons I have very strong personal feelings towards this issue and I truly believe that the only path to solve it is through Government intervention. Relying on individual and/or corporate awareness is important but not enough and it is just too slow. Strong regulations and respective penalties need to be impose, along with heavy oversight. The Paris Climate Agreement is a step in the right direction but there is too much work to do. Of all climate change related topics coral bleaching is probably the most urgent one to solve. Time is running.