Category: Innovation

AI, Infrastructure, Innovation, Microsoft, Middle East, Military, productivity, Progress, Security

Coreweave joins ‘hyperscaler’ group

Colin Henderson

Research: CoreWeave’s AI Infrastructure and Market Position They have particular differentiation in 3. Infrastructure Differentiation. it is designed explicitly to operate with GPU infrastructure, and seed investment from Nvidia cements this. They have been around for eight years(8) years but still have startup characteristics. Their debt profile is high and rates are astronomic. They are working with Bank of America to refinance $1.5Bn debt. Their efforts in Spain are spectacular and Spain in particular is in dire need of high tech support. The facility was inaugurated today by the Mayor of Barcelona, Jaume Collboni, and Albert Tort, Secretary of Telecommunications and … Continue reading Coreweave joins ‘hyperscaler’ group

banking, Economics, Geopolitics, Innovation, Risk, Social Theory

US Tariffs Set to Make world economic and military History

Colin Henderson

It is worth capturing this moment. It has the potential to be elevated to a moment in world economic history in the same vein as Bretton Woods, World Trade Organization, United Nations, and many other bedrock areas that preceded and followed WWII. The broad perspective was to encourage World stability in economic terms and those tools were designed to create a global platform of stability that would make WWxx things of the past. Here we are 80 years later and the flaws in those tools with their commensurate inability to adapt have created a global world of bad actors yet … Continue reading US Tariffs Set to Make world economic and military History

Growth, Innovation

Senior executives at leading companies reveal their commitment to move from defensive risk management to a forward-looking stance based on strategic resilience.

Colin Henderson

From risk management to strategic resilience March 9, 2022 | Article By Alfonso Natale,  Thomas Poppensieker, and Michael Thun PrintDownload Senior executives at leading companies reveal their commitment to move from defensive risk management to a forward-looking stance based on strategic resilience. https://w.soundcloud.com/player/?url=https%3A//api.soundcloud.com/tracks/1230698668&color=%2307254d&inverse=false&auto_play=false&show_user=true DOWNLOADS Article (7 pages) In a volatile world, resilience is an increasingly critical prerequisite for corporate performance. The COVID-19 pandemic has caused a massive shock to public health, with dire human consequences. The crisis has dramatically demonstrated the sensitivity of economies to demand shocks as well as industry vulnerabilities to supply chain disruptions. Furthermore, the pandemic spread in an environment defined by … Continue reading Senior executives at leading companies reveal their commitment to move from defensive risk management to a forward-looking stance based on strategic resilience.

Innovation

The McKinsey guide to getting unstuck

Colin Henderson

Feeling stuck is often frustrating, but it’s a challenge that can be overcome. Unlock the most productive version of yourself with expert advice from CEOs, strategies for leveraging generative AI, and transformative approaches to diversity, career development, fostering purpose in the workplace, and more. How to get out of your own way September 1, 2024 – There are many ways we can be our own worst enemy, but awareness is half the battle. Prioritize holistic health in the workplace to unlock growth August 28, 2024 – Burnout can affect anyone, but it’s particularly common in high-pressure work environments. If this sounds like a common … Continue reading The McKinsey guide to getting unstuck

Innovation, quantum

Taking a Globally Orchestrated Approach to Digital Disruption (Bain Brief)

Colin Henderson

[Bankwatch note] Bain produce a nice overview of emerging digital technologies and how to think about them. —- —- New technologies such as generative AI, quantum computing, and climate technology require unique but complementary managerial muscles. By Laurent-Pierre Baculard, Truc Mai Dupont, and Christian Tooley July 19, 2024 At a Glance Senior executives face an increasingly complex landscape, characterized by interconnected disruptions like technological advances, market shifts, and environmental challenges. Leaders distinguish trends from fads, turning insights into strategies while taking a coordinated rather than decentralized approach to manage disruptions effectively. Critical emerging technologies in 2024 include generative AI, quantum … Continue reading Taking a Globally Orchestrated Approach to Digital Disruption (Bain Brief)

Innovation

Deloitte analysis of 10 years … 4,000 global organizations digital transformation … enterprise value

Colin Henderson

Our analysis of 10 years of financial disclosures from more than 4,000 global organizations reveals where digital transformation actions can increase enterprise value—and, just as importantly, where they can erode it. Digital transformation is on everyone’s agenda. But the hardest part of any transformation is not deciding whether to embark on it; it’s understanding whether you’re seeing distinctive returns on your investment. Organizations often struggle to determine which actions drive the most impact and which investments yield the most enterprise value. We examined which actions can increase the odds of transformation success, and we identified the actions that drive value: … Continue reading Deloitte analysis of 10 years … 4,000 global organizations digital transformation … enterprise value

Innovation

Dual transformation: Optimizing the core and building new businesses

Colin Henderson

August 23, 2024 | Article By Ari Libarikian,  Chris Hagedorn,  Matt Banholzer, and Ryan NguyenShare PrintDownload With the economy still in flux, established companies could potentially unlock and sustain growth by building new businesses while simultaneously transforming the core. DOWNLOADS Article (8 pages) In recent years, the world has experienced significant disruptions to the global economy—with lasting effects. Elevated inflation, though easing in some parts of the world, remains a serious issue, and heightened geopolitical tensions show no signs of dissipating. High interest rates continue for now, and volatile commodity prices also persist. It’s become increasingly clear that these disruptions may not be temporary; rather, they … Continue reading Dual transformation: Optimizing the core and building new businesses

AI, Innovation

How breakout innovations feed growth momentum – McKinsey

Colin Henderson

Article (7 pages) People often speak of industry momentum as if it were a force of nature independent of individual companies’ actions—like the mysterious “ether” scientists once believed filled the universe and allowed light to travel. While demographics and macroeconomic factors outside organizations’ control do contribute to momentum, the trajectory and pace of industry growth very much rely on the innovation efforts of a sector’s constituent businesses. By harnessing technology and creating new offerings or business models, companies can forge new markets and propel new consumption. Our past analyses have shown that roughly 80 percent of a typical company’s growth comes from … Continue reading How breakout innovations feed growth momentum – McKinsey

Business Models, Innovation

The value of patience | Haldane BofE

Colin Henderson

This is a remarkable paper from Andrew Haldane at the Bank of England.  There are lessons and direction here for everyone and it is not as dry as one might expect.  It is the more remarkable because it addresses human behavior and relates to economic context.  Not your typical Central Bank speech.  Lessons from Asia are being learned. The most amazing for me is the HFT (high frequency trading) stat about Accenture in bold. A few quotes to whet your appetite. Take happiness. Studies have shown that happy people save more and spend less. Happy people also take longer to make … Continue reading The value of patience | Haldane BofE

Innovation3 Comments

“Islamic finance is a medicine for economy” | Linar Yakupov in Tatarstan

Colin Henderson

I continue to be fascinated by product design in western banks and the sheer lack of innovation despite a clear permanently different business and consumer environment.  By innovation I don’t mean higher or lowers fees and interest rates.  What about the substantive design of products?  The tile of this post is a provocative statement I located at Islamic Finance Expert that will likely meet mostly deaf ears in the US however when we dig beneath the surface , there is merit to the statement when we appreciate it speaks to the methodologies and product design employed by banks to fund … Continue reading “Islamic finance is a medicine for economy” | Linar Yakupov in Tatarstan