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MGiampapa
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Great article! It’s encouraging to see large corporations (not just start-ups) starting to make investments in blockchain technologies. In the long-run, I wonder how much of the benefits of such investments will accrue to the early adopters vs. the industry as a whole. Becuase blockchain is a distributed ledger system, various parties need to participate in order for the system to work as designed. I could imagine a scenario where BP pushes the adoption of blockchain across the oil & gas industry, but this does not provide a competitive advantage for BP in the long-run. Are there ways for BP to implement this system to capture more of the positive externalities blockchain tech offers?
Great article! Even with the work Nestle/Blue Bottle is doing on the sustainability front, I’m still very concerned how vulnerable they are to the effects of climate change. Given the increased frequency and severity of natural disasters, especially in coffee-growing regions, supply and price of coffee beans are increasingly unpredictable. I see this as an opportunity for Blue Bottle, as a disruptor to the established coffee landscape. Blue Bottle can support and invest in alternative growing processes, which could serve as a strong competitive advantage over the long-run.
Great article! I’d be interested to know if other car manufacturers will be affected by Brexit to this extent. To the extent there are several, they could form a consortium to have increased leverage against the UK government for subsidization. However, this is not a short-term solution. The benefits of investing in the local supply base are probably reaped over the long-term. How does Nissan continue to compete on price in the short- to medium-term?
Great article! It seems to me that Apple could be doing much more around sustainability, if this was really a top priority for the firm. One potential reason for this is the tension between Apple’s operating goals and its sustainability goals. A large portion of Apple’s growth has been coming from emerging markets, where consumers are more price sensitive than the developed world. Apple has been working hard to reduce the cost of manufacturing of its products in order to better serve these regions. The onus of Apple’s sustainability initiatives, which it conveniently transfers to its supply chain, would increase costs, at least in the medium-term. With over $250 billion of cash on Apple’s balance sheet, they may think to start deploying some of that capital to help the entire supply chain be more environmentally friendly.
Great article. It’s fascinating to see a hard example of how the Brexit decision is affecting companies in Ireland/UK. A key decision for Kerry management is just how much these additional costs should be passed on to the consumer or rather should be absorbed in their own cost structure for a period of time. Depending on the elasticity of demand, consumers willingness-to-pay, and Kerry’s competitive positioning, it may be more advantageous for Kerry to take a hit on margins in the short-run, rather than losing customers in the long-run due to higher prices.