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Arnold Kwong
Jul 31, 20241 min read
Alien Sighting: The "No Surprise" Invasion - Introduction
Invading Chinese car makers are No Surprise. Traditional makers are not ready and governments are protecting them. Results are "No Suprise"
Arnold Kwong
Dec 6, 20232 min read
Alien Sighting: Amazon Brings Alien Teamwork into Marketplaces – Part 2 Operations at Scale, Now!
Amazon now sells the capabilities at scale needed to be an Alien Invader in new marketspaces. The barriers to a market entry are smaller now
Arnold Kwong
Nov 28, 20232 min read
Dynamic India: China Goes Cash Out
India seeks foreign investment to grow. China wants to be a big factor in India. Current tensions see Chinese investors withdrawing money.
Arnold Kwong
Nov 24, 20232 min read
Dynamic India: Seeing is Believing
Streaming services globally look for margins. Huge viewership isn't enough as sport events/content are compelling not highly profitable.
Arnold Kwong
Nov 21, 20233 min read
Alien Sighting: A takeover is aimed at Tesla
Tesla's competitors want the same manufacturing cost benefits. USA, EU, and Chinese plants will get the same methods to save money.
Arnold Kwong
Nov 20, 20232 min read
Alien Sighting: Tesla Disrupts Global Vehicle Marketing
Tesla disrupts car markets globally. Competitors see losses while Tesla profits. Price cuts and business models pressure traditional makers.
Arnold Kwong
Sep 21, 20233 min read
Dynamic India: India benefits buying Russian Crude in Rupees
Russian sanctions help India buying crude oil in rupees and selling exports for euros/dollars. India trying for Rupees for local investment.
Arnold Kwong
Aug 22, 20234 min read
Alien Sighting: mRNA Technology Accelerates Competition - Part 2
Disruption follows mRNA technology invading global medical marketplaces. Mismatched expectations and experiences cause lingering controversy
Arnold Kwong
Aug 22, 20232 min read
Alien Sighting: mRNA Technology Accelerates Competition - Part 1
Disruption follows mRNA technology invading global medical marketplaces. Mismatched expectations and experiences cause lingering controversy
Arnold Kwong
Aug 10, 20232 min read
Alien Invader: Adobe will Invade to Destroy Their Own Market Part 9
Adobe destroys jobs with less work because of AI. Enterprises get gains. Engineering and manufacturing get gains. Work goes in-the-computer.
Arnold Kwong
Aug 10, 20232 min read
Alien Invader: Adobe will Invade to Destroy Their Own Market Part 8
Adobe destroys their market to make new gains with AI. Job losses will hurt talent and eco-system business partners. Here's what's important
Arnold Kwong
Aug 8, 20232 min read
Alien Invader: Adobe will Invade to Destroy Their Own Market Part 7
Adobe must have compelling gains to build business cases for spend on AI-features. A tech eco-system needs gains even more. Is it Flash?
Arnold Kwong
Aug 3, 20233 min read
Alien Invader: Adobe will Invade to Destroy Their Own Market Part 5
Adobe AI features benefit enterprise budgets by fewer jobs. More rewards coming with increased use for enterprise processes.
Arnold Kwong
Aug 2, 20232 min read
Alien Invader: Adobe will Invade to Destroy Their Own Market Part 3
Adobe may destroy how commercial art-products are done. Using AI to invade their own tech ecosystem may cause disruptive job losses.
Arnold Kwong
Aug 1, 20232 min read
Alien Invader: Adobe will Invade to Destroy Their Own Market Part 1
Adobe will destroy their own market to build value using AI tools and workflows. Disruption lands on customers, users, and tech eco-system.
arnoldkwong7
Jun 30, 20222 min read
Ripples Across the Globe
How demand shifts caused by inflation will affect global retail In this post in the Ripple series, we move from considering retail and...
arnoldkwong7
Jun 29, 20222 min read
Ripple Effect - Build to order looks better now
This post considers how inflation is changing the attitude towards stocking and building to order Tesla is famous for now having billions...
arnoldkwong7
Jun 28, 20221 min read
Rising Interest rates and Inventory Levels
Another in our Ripple series following the effects of inflation on industries starting with Retail, and moving to suppliers, and now...
arnoldkwong7
Jun 27, 20221 min read
Logistics & Comm. Real Estate
The previous "Ripple Effect" posts looked first at retail and then at a few industries that supply retail. The series now considers some...
arnoldkwong7
Jun 23, 20222 min read
Out of Sight, Out of Their Minds
The previous posts in the Ripple series explored how an industry focused on reading customer demand underestimated a dramatic shift in...
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