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On November 30, 2017, hj2189 commented on Inditex/Zara: Fast is the new slow :

Thank you for your analysis and recommendations. I really enjoyed reading them. I agree with Ninad that Inditex doesn’t need to embrace online to capture all demands and go head-to-head with missguided. It would need Inditex to change their supply chain strategy, which is one of the key reasons why they have been so successful. However, I believe that if they want to expand globally and compete in local markets, they need to establish supply chain globally and replicate their current business models. I also believe that value from improvement in speed of capturing new trends and bring new products online is not that much for Inditex. Their products are great quality with great design at cheap price. These three are great enough to win in the market, and going online would make it much more challenging for Inditex to operate and hurt their margin.

On November 30, 2017, hj2189 commented on For Some, Finding A Match Is About Life And Death :

Thank you for a very interesting article. It hurts me that there are so many people who need organ transplant but can’t get it. I agree with you that AI would make transplant much successful. However, I feel like this is more of a supply and demand issue where there is a lot more demand vs. supply. I believe that UNOS needs to initially focus on getting people to donate more organs so that demand can be met. They can do so by doing marketing, incentivizing people to donate more, etc. Then, AI can help surgeons decide which organ for which patient. However, as dgoldberg mentioned above, surgeons may be making decisions that would be the best interest for them. I think this is another area AI can contribute by being objective and solving for patients and surgeons both.

On November 30, 2017, hj2189 commented on Digital Content Delivery – Can AMC Theatres survive? :

Thank you for writing this piece. As a one-a-month movie-goer, it is easy to see a majority of movie theaters pretty much empty compare to how crowded they used to be. I agree with you that AMC needs to become more technology oriented and work with major studios to have a stake in PVOD. However, I feel like AMC can do more to its existing customers on delivering its current value proposition in excellent ways. For example, people go to movies not to just see movies. They go to the movies for experience and for social reasons. Maybe AMC can create a smaller but more number of theaters dedicated to families and friends so that they can watch the movies with a smaller group. Also, making seats like a first class airplane seat and great food delivered can be amazing addition. I feel like the traditional movie going is still great for both young and old and there are a lot of great things AMC as a market leader can do.

In response to your questions, AMC can partner with Netflix, Amazon, and Apple to show their movies in theater and make it accessible to movie goers. This may even make people come into watch movies more. Also, I believe that AMC has the capital and resources to become a technology company. However, AMC can do so much more by being a great movie theater company that differentiates movie going experience vs. watching movie at home by improving its current business.

Thank you for sharing this. Interesting analysis and recommendations! I agree with your recommendations to predict / monitor weathers continuously with a dedicated team, create buffers with oil inventory, work with airplane manufacturers to re-design airplanes, etc. They are all great ideas for a single business to operate around climate changes and severe weather patterns. However, I also agree with you on Southwest’s efforts are enough. As one of the biggest oil spending companies, I think they make a bigger impact on changing climate patterns and rising temperature by partnering with other airlines / airline manufacturers and working with government agencies to come up with measures to prevent (or slow down) climate changes and rising temperature. An example would be using all planes that use less oil and are better suited to withstand severe weather. I would be interested in what the airline industry is doing globally to deal with climate changes.

On November 28, 2017, hj2189 commented on Getting A Mortgage Without Leaving Your Couch :

Thank you for sharing this. I think the mortgage business, which has been around for such a long time, is finally becoming digital and convenient for the customers. However, I wonder if there would be any issue with assessing borrowers and their personality properly. Lending a loan without seeing the customer and simply making decisions based on paper work may be risky for the bank. In addition, easy, quick, and convenient process may cause identity fraud and cyber security issues that may jeopardy the bank and its borrowers. I agree that digitalization is inevitable in the banking business with start-ups threatening traditional bank models. However, I believe that the bank should be prepared with cyber security issues and doubtful borrowers.

On November 28, 2017, hj2189 commented on From “Visibility” to Prosperity :

Justin, thank you for writing this! It is interesting that there is a company that uses digitization to transform food supply chains in Sub-Saharan farms. Your recommendation makes sense, and I believe that it will help with the productivity barriers that farms are experiencing. However, I am slightly concerned in two areas. First, how much would it cost and how long would it take for influential stakeholders to equip the entire supply chain with Virtual City’s platform? Second, with full adoption, how much productivity gain would it bring to the farmers? Would it be large enough to compensation for the investments required to fully adopt the entire supply chain?