A Software Insider's Point of View https://www.raywang.org/ en Big Idea: Compete on Data Supremacy https://www.raywang.org/blog/2021-06/big-idea-compete-data-supremacy Big Idea: Compete on Data Supremacy <img src="/sites/default/files/styles/wide/public/2021-06/%40rwang0%20data%20supremacy%20%23RuletheWorld.jpg?itok=HoSYuaFO" width="1090" height="726" alt="Data Supremacy" loading="lazy" typeof="foaf:Image" class="w-100 h-auto image-style-wide" /> <span class="field field--name-uid field--type-entity-reference field--label-hidden"><span lang="" about="/user/8" typeof="schema:Person" property="schema:name" datatype="">rwang0</span></span> <span class="field field--name-created field--type-created field--label-hidden">Wed, 06/09/2021 - 07:43</span> <div property="schema:articleBody" class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"><h1>DDDN's Are The Heart Of Data Supremacy</h1> <p><span class="break-words"><span><span dir="ltr">Here’s what I mean, because data is the foundation and first priority of every Data-Driven Digital Network (DDDN) that wants to grow, you have to understand how the data is shared, monetized, and controlled–so identifying the biggest pools of quality data and how that data is consumed is essential.<br /> <br /> Data supremacy isn’t so much about having the most data in quantity but having the most qualitative, well-curated, high context data. If you can learn how the data interacts with each other and pick up on the patterns that arise from these interactions, you’re set up for success.<br /> <br /> These insights come from their “interactions” among all the data produced and captured. Successful DDDNs are masters at identifying the patterns that emerge from these interactions. These patterns lead to “precision decisions,” from how much to charge for a product to what product should be recommended to which customers.<br /> <br /> My book, "Everybody Wants to Rule the World," starts here with DDDNs and ends with winning in the age of the new monopoly. Available for pre-order now: <a data-attribute-index="6" href="https://amzn.to/3uR9Q9I">https://amzn.to/3uR9Q9I</a></span></span></span></p> <h1><strong>Your POV</strong></h1> <p>Ready to compete on data supremacy? Do you see how to build Data Driven Digital Networks (DDDN)?</p> <p>Add your comments to the blog or reach me via email: <a href="mailto:R@ConstellationR.com">R (at) ConstellationR (dot) com</a> or<a href="mailto:R@softwareinsider.org"> R (at) SoftwareInsider (dot) org.</a> Please let us know if you need help with your AI and Digital Business transformation efforts. Here’s how we can assist:</p> <ul> <li>Developing your digital business strategy</li> <li>Connecting with other pioneers</li> <li>Sharing best practices</li> <li>Vendor selection</li> <li>Implementation partner selection</li> <li>Providing contract negotiations and software licensing support</li> <li>Demystifying software licensing</li> </ul> <p>Reprints can be purchased through Constellation Research, Inc. To request official reprints in PDF format, please contact <strong><a href="mailto:sales@ConstellationR.com">Sales</a></strong>.</p> <h1><strong>Disclosures</strong></h1> <p>Although we work closely with many mega software vendors, we want you to trust us. For the full disclosure policy,stay tuned for the full client list on the <a href="http://www.constellationrg.com/clients">Constellation Research website</a>. * Not responsible for any factual errors or omissions.  However, happy to correct any errors upon email receipt.</p> <p>Constellation Research recommends that readers consult a stock professional for their investment guidance. Investors should understand the potential conflicts of interest analysts might face. Constellation does not underwrite or own the securities of the companies the analysts cover. Analysts themselves sometimes own stocks in the companies they cover—either directly or indirectly, such as through employee stock-purchase pools in which they and their colleagues participate. As a general matter, investors should not rely solely on an analyst’s recommendation when deciding whether to buy, hold, or sell a stock. Instead, they should also do their own research—such as reading the prospectus for new companies or for public companies, the quarterly and annual reports filed with the SEC—to confirm whether a particular investment is appropriate for them in light of their individual financial circumstances.</p> <p>Copyright © 2001 – 2021 R Wang and Insider Associates, LLC All rights reserved.</p> <p>Contact the <strong><a href="mailto:sales@ConstellationRG.com">Sales</a> </strong>team to purchase this report on a a la carte basis or join the Constellation Executive Network</p> </div> Wed, 09 Jun 2021 14:43:35 +0000 rwang0 21798 at https://www.raywang.org R R 'Ray' Wang @rwang0 Constellation Research Software Insider Insider Associates Digital giants big idea data supremacy data driven digital network DDDNs Everybody Wants To Rule The World Rule The World #everybodywantstoruletheworld #RuleTheWorld #extremecapitalism Extreme Capitalism #DigitalGiants #capitalism Capitalism #digitalage #investors DDDN digital transformation AI CIO CEO CMO CDO CTO Big Idea: Decision Velocity https://www.raywang.org/blog/2021-05/big-idea-decision-velocity Big Idea: Decision Velocity <img src="/sites/default/files/styles/wide/public/2021-05/%40rwang0%20%23ruletheworld%20%23decisionvelocityAlexander-the-great.jpg?itok=fo76BJiJ" width="1090" height="654" alt="Alexander The Great" loading="lazy" typeof="foaf:Image" class="w-100 h-auto image-style-wide" /> <span class="field field--name-uid field--type-entity-reference field--label-hidden"><span lang="" about="/user/8" typeof="schema:Person" property="schema:name" datatype="">rwang0</span></span> <span class="field field--name-created field--type-created field--label-hidden">Wed, 05/19/2021 - 07:16</span> <div property="schema:articleBody" class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"><h1><span class="break-words"><span><span dir="ltr">Guess what Alexander the Great's success on the battlefield is often credited to?</span></span></span></h1> <p><span class="break-words"><span><span dir="ltr">SPEED of decision-making or decision velocity.<br /> <br /> Most of his opponents had bureaucratic decision architectures, where minor decisions would travel up multiple levels of command before traveling back down to be executed. Compared to Alexander the Great's decentralized command structure enabled by trust, his troops beat their enemies by simply "out-decisioning" them.<br /> <br /> I think you know where I'm going here...<br /> <br /> Any organization that can make decisions twice as fast or one hundred times faster than its competitors will decimate them. Time is a friend to those who can make faster, more accurate decisions. While the human brain may take minutes to decide, and it takes hours for a decision to work through an internal organizational structure, machines and artificial intelligence engines can make a decision in milliseconds in the digital world.<br /> <br /> Whoever masters these automated decisions at high velocity will have an exponential advantage over those who don't.</span></span></span></p> <p><span class="break-words"><span><span dir="ltr">Pre-order here: <a data-attribute-index="4" href="https://amzn.to/3utStwF">https://amzn.to/3utStwF</a></span></span></span></p> <p><a href="https://www.amazon.com/Everybody-Wants-Rule-World-Surviving/dp/1400224861/">Get the latest book <em>Everybody Wants To Rule The World</em></a></p> <h1><strong>Your POV</strong></h1> <p>Will you make faster decisions or be held back by existing structures?  Ready to build decision velocity?</p> <p>Add your comments to the blog or reach me via email: <a href="mailto:R@ConstellationR.com">R (at) ConstellationR (dot) com</a> or<a href="mailto:R@softwareinsider.org"> R (at) SoftwareInsider (dot) org.</a> Please let us know if you need help with your AI and Digital Business transformation efforts. Here’s how we can assist:</p> <ul> <li>Developing your digital business strategy</li> <li>Connecting with other pioneers</li> <li>Sharing best practices</li> <li>Vendor selection</li> <li>Implementation partner selection</li> <li>Providing contract negotiations and software licensing support</li> <li>Demystifying software licensing</li> </ul> <p>Reprints can be purchased through Constellation Research, Inc. To request official reprints in PDF format, please contact <strong><a href="mailto:sales@ConstellationR.com">Sales</a></strong>.</p> <h1><strong>Disclosures</strong></h1> <p>Although we work closely with many mega software vendors, we want you to trust us. For the full disclosure policy,stay tuned for the full client list on the <a href="http://www.constellationrg.com/clients">Constellation Research website</a>. * Not responsible for any factual errors or omissions.  However, happy to correct any errors upon email receipt.</p> <p>Constellation Research recommends that readers consult a stock professional for their investment guidance. Investors should understand the potential conflicts of interest analysts might face. Constellation does not underwrite or own the securities of the companies the analysts cover. Analysts themselves sometimes own stocks in the companies they cover—either directly or indirectly, such as through employee stock-purchase pools in which they and their colleagues participate. As a general matter, investors should not rely solely on an analyst’s recommendation when deciding whether to buy, hold, or sell a stock. Instead, they should also do their own research—such as reading the prospectus for new companies or for public companies, the quarterly and annual reports filed with the SEC—to confirm whether a particular investment is appropriate for them in light of their individual financial circumstances.</p> <p>Copyright © 2001 – 2021 R Wang and Insider Associates, LLC All rights reserved.</p> <p>Contact the <strong><a href="mailto:sales@ConstellationRG.com">Sales</a> </strong>team to purchase this report on a a la carte basis or join the Constellation Executive Network</p> </div> Wed, 19 May 2021 14:16:34 +0000 rwang0 21775 at https://www.raywang.org @rwang0 R 'Ray' Wang Ray Wang Constellation Research @constellationr Software Insider Insider Associates decision velocity RuleThe World Everybody Wants To Rule The World #everybodywantstoruletheworld Extreme Capitalism Digital giants Capitalism Digital Age Decision Making CEO digital transformation Duopolies Alexander The Great Big idea: The Digital Giant Ethos https://www.raywang.org/blog/2021-05/big-idea-digital-giant-ethos Big idea: The Digital Giant Ethos <img src="/sites/default/files/styles/wide/public/2021-05/%40rwang0%20%23RuletheWorld%20%23winnertakesall.jpg?itok=FDzlKG4_" width="1090" height="570" alt="Winner Takes All" loading="lazy" typeof="foaf:Image" class="w-100 h-auto image-style-wide" /> <span class="field field--name-uid field--type-entity-reference field--label-hidden"><span lang="" about="/user/8" typeof="schema:Person" property="schema:name" datatype="">rwang0</span></span> <span class="field field--name-created field--type-created field--label-hidden">Fri, 05/14/2021 - 09:23</span> <div property="schema:articleBody" class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"><h1>Today's Startups Are Designed To Be Monopolies On Day One</h1> <p><span class="break-words"><span><span dir="ltr">From day one, startups are designed to dominate markets, overthrow existing Fortune 500's, and emerge as a monopoly.<br /> <br /> Sector after sector has become a winner-takes-all — or two-winners-take-all — bloodbath:<br /> <br /> Facebook dominated social media<br /> Amazon took over commerce.<br /> Google ruled search.<br /> Netflix won the streaming wars.<br /> <br /> Add the global COVID-19 pandemic in March 2020, and the gaps between winners and losers not only widened but also accelerated.<br /> <br /> Make no mistake: their rise represents a life-or-death challenge for your company—no matter what sector you're in or how long you've held a secure position.<br /> <br /> In my new book, "Everybody Wants to Rule the World," I lay out the disruption and opportunity ahead of you and your organization—and how you can embark on a path to not only survive but also thrive in the age of new digital monopolies.<br /> <br /> Pre-order here: <a data-attribute-index="4" href="https://amzn.to/3utStwF">https://amzn.to/3utStwF</a></span></span></span></p> <p><a href="https://www.amazon.com/Everybody-Wants-Rule-World-Surviving/dp/1400224861/">Get the latest book <em>Everybody Wants To Rule The World</em></a></p> <h1><strong>Your POV</strong></h1> <p>What will it take to beat the digital giants?  Are you building a startup to be a monopoly on day one?</p> <p>Add your comments to the blog or reach me via email: <a href="mailto:R@ConstellationR.com">R (at) ConstellationR (dot) com</a> or<a href="mailto:R@softwareinsider.org"> R (at) SoftwareInsider (dot) org.</a> Please let us know if you need help with your AI and Digital Business transformation efforts. Here’s how we can assist:</p> <ul> <li>Developing your digital business strategy</li> <li>Connecting with other pioneers</li> <li>Sharing best practices</li> <li>Vendor selection</li> <li>Implementation partner selection</li> <li>Providing contract negotiations and software licensing support</li> <li>Demystifying software licensing</li> </ul> <p>Reprints can be purchased through Constellation Research, Inc. To request official reprints in PDF format, please contact <strong><a href="mailto:sales@ConstellationR.com">Sales</a></strong>.</p> <h1><strong>Disclosures</strong></h1> <p>Although we work closely with many mega software vendors, we want you to trust us. For the full disclosure policy,stay tuned for the full client list on the <a href="http://www.constellationrg.com/clients">Constellation Research website</a>. * Not responsible for any factual errors or omissions.  However, happy to correct any errors upon email receipt.</p> <p>Constellation Research recommends that readers consult a stock professional for their investment guidance. Investors should understand the potential conflicts of interest analysts might face. Constellation does not underwrite or own the securities of the companies the analysts cover. Analysts themselves sometimes own stocks in the companies they cover—either directly or indirectly, such as through employee stock-purchase pools in which they and their colleagues participate. As a general matter, investors should not rely solely on an analyst’s recommendation when deciding whether to buy, hold, or sell a stock. Instead, they should also do their own research—such as reading the prospectus for new companies or for public companies, the quarterly and annual reports filed with the SEC—to confirm whether a particular investment is appropriate for them in light of their individual financial circumstances.</p> <p>Copyright © 2001 – 2021 R Wang and Insider Associates, LLC All rights reserved.</p> <p>Contact the <strong><a href="mailto:sales@ConstellationRG.com">Sales</a> </strong>team to purchase this report on a a la carte basis or join the Constellation Executive Network</p> </div> Fri, 14 May 2021 16:23:07 +0000 rwang0 21746 at https://www.raywang.org @rwang0 R 'Ray' Wang Ray Wang R Wang Software Insider Rule The World Insider Associates Constellation Research DisrupTV Amazon Facebook Netflix Google big idea Everybody Wants To Rule The World #everybodywantstoruletheworld #extremecapitalism #Fortune500 #Monopoly Fortune 500 monopoly Digital Duopolies Extreme Capitalism Startups #RuleTheWorld #DigitalGiants Big Idea: Consortiums Often Fail, But Joint Venture Startups Will Challenge Digital Giants https://www.raywang.org/blog/2021-05/big-idea-consortiums-often-fail-joint-venture-startups-will-challenge-digital-giants Big Idea: Consortiums Often Fail, But Joint Venture Startups Will Challenge Digital Giants <img src="/sites/default/files/styles/wide/public/2021-05/%40rwang0%20partnerships%20icon%20CC.png?itok=WC9J_aYI" width="578" height="474" alt="Partnerships" loading="lazy" typeof="foaf:Image" class="w-100 h-auto image-style-wide" /> <span class="field field--name-uid field--type-entity-reference field--label-hidden"><span lang="" about="/user/8" typeof="schema:Person" property="schema:name" datatype="">rwang0</span></span> <span class="field field--name-created field--type-created field--label-hidden">Wed, 05/12/2021 - 06:41</span> <div property="schema:articleBody" class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"><h1 style="line-height: 1.38;">Learn From The Failures Of Consortiums</h1> <p style="line-height:1.38"><span style="font-size:11pt; font-variant:normal; white-space:pre-wrap"><span style="font-family:Arial"><span style="color:#0e101a"><span style="font-weight:400"><span style="font-style:normal"><span style="text-decoration:none">Consortiums of independent companies have a high failure rate, despite their potential power.</span></span></span></span></span></span></p> <p style="line-height:1.38"><span style="font-size:11pt; font-variant:normal; white-space:pre-wrap"><span style="font-family:Arial"><span style="color:#0e101a"><span style="font-weight:400"><span style="font-style:normal"><span style="text-decoration:none">@Constellation Research studied the history of 100 consortiums, shared services models, trading networks, and open source communities. All attempted to bring together companies for their self-interest, yet 99% of these coalitions failed! </span></span></span></span></span></span></p> <p style="line-height:1.38"><span style="font-size:11pt; font-variant:normal; white-space:pre-wrap"><span style="font-family:Arial"><span style="color:#0e101a"><span style="font-weight:400"><span style="font-style:normal"><span style="text-decoration:none">They suffered from underfunding, too much focus on cost-cutting, and governance by consensus, making it hard to take decisive action.</span></span></span></span></span></span></p> <p style="line-height:1.38"><span style="font-size:11pt; font-variant:normal; white-space:pre-wrap"><span style="font-family:Arial"><span style="color:#0e101a"><span style="font-weight:400"><span style="font-style:normal"><span style="text-decoration:none">Our research suggests that joint venture startups from established organizations challenging new digital monopolies have a much better chance of focusing on growth instead of cost savings. </span></span></span></span></span></span></p> <p style="line-height:1.38"><span style="font-size:11pt; font-variant:normal; white-space:pre-wrap"><span style="font-family:Arial"><span style="color:#0e101a"><span style="font-weight:400"><span style="font-style:normal"><span style="text-decoration:none">They also need a strong mission and purpose, such as dethroning a common enemy, building cross-industry value chain dominance, and innovating data-driven insights. And while independent firms are reluctant to give up power to a benevolent dictator governance model, my book, Everybody Wants to Rule the World, shows why they need to take a chance on putting the head of the joint venture startup in the driver’s seat.</span></span></span></span></span></span></p> <p><a href="https://www.amazon.com/Everybody-Wants-Rule-World-Surviving/dp/1400224861/">Get the latest book <em>Everybody Wants To Rule The World</em></a></p> <h1><strong>Your POV</strong></h1> <p>What type of joint venture startup will you create? Will you organize a common enemy? Will you build a joint venture across value chains? What's your strategy?</p> <p>Add your comments to the blog or reach me via email: <a href="mailto:R@ConstellationR.com">R (at) ConstellationR (dot) com</a> or<a href="mailto:R@softwareinsider.org"> R (at) SoftwareInsider (dot) org.</a> Please let us know if you need help with your AI and Digital Business transformation efforts. Here’s how we can assist:</p> <ul> <li>Developing your digital business strategy</li> <li>Connecting with other pioneers</li> <li>Sharing best practices</li> <li>Vendor selection</li> <li>Implementation partner selection</li> <li>Providing contract negotiations and software licensing support</li> <li>Demystifying software licensing</li> </ul> <p>Reprints can be purchased through Constellation Research, Inc. To request official reprints in PDF format, please contact <strong><a href="mailto:sales@ConstellationR.com">Sales</a></strong>.</p> <h1><strong>Disclosures</strong></h1> <p>Although we work closely with many mega software vendors, we want you to trust us. For the full disclosure policy,stay tuned for the full client list on the <a href="http://www.constellationrg.com/clients">Constellation Research website</a>. * Not responsible for any factual errors or omissions.  However, happy to correct any errors upon email receipt.</p> <p>Constellation Research recommends that readers consult a stock professional for their investment guidance. Investors should understand the potential conflicts of interest analysts might face. Constellation does not underwrite or own the securities of the companies the analysts cover. Analysts themselves sometimes own stocks in the companies they cover—either directly or indirectly, such as through employee stock-purchase pools in which they and their colleagues participate. As a general matter, investors should not rely solely on an analyst’s recommendation when deciding whether to buy, hold, or sell a stock. Instead, they should also do their own research—such as reading the prospectus for new companies or for public companies, the quarterly and annual reports filed with the SEC—to confirm whether a particular investment is appropriate for them in light of their individual financial circumstances.</p> <p>Copyright © 2001 – 2021 R Wang and Insider Associates, LLC All rights reserved.</p> <p>Contact the <strong><a href="mailto:sales@ConstellationRG.com">Sales</a> </strong>team to purchase this report on a a la carte basis or join the Constellation Executive Network</p> </div> Wed, 12 May 2021 13:41:02 +0000 rwang0 21743 at https://www.raywang.org @rwang0 R 'Ray' Wang Ray Wang Software Insider Insider Associates Constellation Research CEO joint venture statrtups Digital giants Rule The World #RuleTheWorld consortiums partner ecosystems CMO CDO digital strategy Chief Digital Officer corporate boards board room Duopolies Extreme Capitalism #everybodywantstoruletheworld #extremecapitalism #coalitions #Underfunding #digitalage News Analysis: Amazon Sidewalk Ups The Battle For Last Inch Connectivity https://www.raywang.org/blog/2021-05/news-analysis-amazon-sidewalk-ups-battle-last-inch-connectivity News Analysis: Amazon Sidewalk Ups The Battle For Last Inch Connectivity <img src="/sites/default/files/styles/wide/public/2021-05/%40rwang0%20%40amazon%20%40AmazonSidewalk%20SW_Pack1.jpg?itok=8kyGKtNJ" width="1090" height="454" alt="Amazon Sidewalk " loading="lazy" typeof="foaf:Image" class="w-100 h-auto image-style-wide" /> <span class="field field--name-uid field--type-entity-reference field--label-hidden"><span lang="" about="/user/8" typeof="schema:Person" property="schema:name" datatype="">rwang0</span></span> <span class="field field--name-created field--type-created field--label-hidden">Mon, 05/10/2021 - 09:55</span> <div property="schema:articleBody" class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"><div class="col-sm-12"> <h1>Key Features Extend Last Inch Network</h1> <p>On Friday May 7th, 2021, Amazon announced a series of updates to <a href="https://www.amazon.com/Amazon-Sidewalk/b?ie=UTF8&amp;node=21328123011">Amazon Sidewalk</a>.  Sidewalk delivers last mile connectivity via a network bridge protocol on Amazon's smart home devices.  The Sidewalk Bridge devices such as Echo products and Ring Floodlight Cams use a 900 MHz band and Bluetooth Low Energy (BLE), to extend WiFi networks .  The partnership with Tile announced in the Fall of 2020 can connect with any Bridge device to deliver not only the last mile, but the last inch inside community wide networks build on these Bridge devices.</p> <h2><span style="font-size:12pt"><span style="font-family:&quot;Calibri&quot;,sans-serif"><b>Sidewalk Bridges</b></span></span></h2> <p><span style="font-size:12pt"><span style="font-family:&quot;Calibri&quot;,sans-serif"><span style="font-family:&quot;Times New Roman&quot;,serif">Sidewalk Bridges are devices that provide connections to Amazon Sidewalk. Today, Sidewalk Bridges include many Echo devices and select Ring Floodlight and Spotlight Cams. A comprehensive list of Sidewalk devices includes: </span></span></span></p> <ul> <li><span style="font-size:12pt"><span style="tab-stops:list .5in"><span style="font-family:&quot;Calibri&quot;,sans-serif">Echo (3rd generation and newer)</span></span></span></li> <li><span style="font-size:12pt"><span style="tab-stops:list .5in"><span style="font-family:&quot;Calibri&quot;,sans-serif">Echo Dot (3rd generation and newer)</span></span></span></li> <li><span style="font-size:12pt"><span style="tab-stops:list .5in"><span style="font-family:&quot;Calibri&quot;,sans-serif">Echo Dot for Kids (3rd generation and newer)</span></span></span></li> <li><span style="font-size:12pt"><span style="tab-stops:list .5in"><span style="font-family:&quot;Calibri&quot;,sans-serif">Echo Dot with Clock (3rd generation and newer)</span></span></span></li> <li><span style="font-size:12pt"><span style="tab-stops:list .5in"><span style="font-family:&quot;Calibri&quot;,sans-serif">Echo Plus (all generations)</span></span></span></li> <li><span style="font-size:12pt"><span style="tab-stops:list .5in"><span style="font-family:&quot;Calibri&quot;,sans-serif">Echo Spot</span></span></span></li> <li><span style="font-size:12pt"><span style="tab-stops:list .5in"><span style="font-family:&quot;Calibri&quot;,sans-serif">Echo Studio</span></span></span></li> <li><span style="font-size:12pt"><span style="tab-stops:list .5in"><span style="font-family:&quot;Calibri&quot;,sans-serif">Echo Input</span></span></span></li> <li><span style="font-size:12pt"><span style="tab-stops:list .5in"><span style="font-family:&quot;Calibri&quot;,sans-serif">Echo Flex</span></span></span></li> <li><span style="font-size:12pt"><span style="tab-stops:list .5in"><span style="font-family:&quot;Calibri&quot;,sans-serif">Ring Floodlight Cam (2019)</span></span></span></li> <li><span style="font-size:12pt"><span style="tab-stops:list .5in"><span style="font-family:&quot;Calibri&quot;,sans-serif">Ring Spotlight Cam Wired (2019)</span></span></span></li> <li><span style="font-size:12pt"><span style="tab-stops:list .5in"><span style="font-family:&quot;Calibri&quot;,sans-serif">Ring Spotlight Cam Mount (2019)</span></span></span></li> </ul> <h2><span style="font-size:12pt"><span style="font-family:&quot;Calibri&quot;,sans-serif"><b>Sidewalk devices</b></span></span></h2> <ul> <li><span style="font-size:12pt"><span style="tab-stops:list .5in"><span style="font-family:&quot;Calibri&quot;,sans-serif">Tile</span></span></span></li> <li><span style="font-size:12pt"><span style="tab-stops:list .5in"><span style="font-family:&quot;Calibri&quot;,sans-serif">Level</span></span></span></li> </ul> <h1>New Announcements Extend Devices And Reach</h1> <p>The Amazon Sidewalk neighborhood network gained four new features:</p> <ol> <li><strong>Tile joins Sidewalk to help customers find lost items.</strong>  Users can find items tagged by Tile via Alexa.  Echo devices will extend the coverage area to find Tiles bluetooth tagged objects.</li> <li><strong>Level partners with Sidewalk to control smart locks.  </strong>The range of Amazon Sidewalk makes it easier for any smart device in connected homes.  Level lock connects directly to Ring Video Doorbell Pro devices.</li> <li><strong>CareBand improves quality of life.</strong>  CareBand is helping dementia pateints with wearable technology that can provide indoor and outdoor activity racking.  Help buttons and automated analysis of activity patterns provide 24/7 monitoring.  With Amazon Sidewalk, no mobile devices are needed.</li> <li><strong>Sidewalk supports compatible Echo devices on June 8th.  Echo devices can extend the reach of Sidewalk.  </strong>Amazon has provided smart privacy provisions.  Shared data is protected with three levels of encryption. Users decide which devices have access.  Data is automaticaly deleted every 24 hours.</li> </ol> <p> </p> <p>Amazon's product boss Dave Limp has been quoted in multiple media outlets stating, "Sidewalk is all about the next billion things that are going to get on the network".  Amazon's attacking the gap between where celluar ends and where home WiFi begins.  Amazon's Sidewalk network will being support for Tile Bluetooth trackers on June 14th.</p> <p>On the privacy side, Amazon has shipped the products with opt-in requirements for location based services to protect user privacy.  They've also shipped the connectivity with opt-out to make it easier to adopt.  This balance between privacy and convenience will improve adoption and also help customers easily experience the benefits but manage privacy issues.</p> <h1>The Bottom Line: The Battle For Last Inch Connectivity Is Here</h1> <p style="text-align: start;">From Starlink to Comcast and Verizon, delivering on the last mile has been a goal.  Reaching the last inch has come with Apple AirTags with Bluetooth tracker and Amazon Sidewalk with Tile.  As tech giants double down on neighborhood and micro mesh connectivity, expect more partnerships and innovations.  Amazon has smartly enabled many of its Echo devices and all of its Ring devices to extend these networks providing mesh coverage and keeping its devices sticky and deliver more value added digital services.  This latest battle for the last inch will result in only a handful of players, creating the next opportunity for connected services.</p> <p><a href="https://www.amazon.com/Everybody-Wants-Rule-World-Surviving/dp/1400224861/">Get the latest book <em>Everybody Wants To Rule The World</em></a></p> <h1><strong>Your POV</strong></h1> <p>Will you go with Amazon Sidewalk and Tile or will you stick with Apple and AirTags?  Ready for the battle for last inch connectivity?</p> <p>Add your comments to the blog or reach me via email: <a href="mailto:R@ConstellationR.com">R (at) ConstellationR (dot) com</a> or<a href="mailto:R@softwareinsider.org"> R (at) SoftwareInsider (dot) org.</a> Please let us know if you need help with your AI and Digital Business transformation efforts. Here’s how we can assist:</p> <ul> <li>Developing your digital business strategy</li> <li>Connecting with other pioneers</li> <li>Sharing best practices</li> <li>Vendor selection</li> <li>Implementation partner selection</li> <li>Providing contract negotiations and software licensing support</li> <li>Demystifying software licensing</li> </ul> <p>Reprints can be purchased through Constellation Research, Inc. To request official reprints in PDF format, please contact <strong><a href="mailto:sales@ConstellationR.com">Sales</a></strong>.</p> <h1><strong>Disclosures</strong></h1> <p>Although we work closely with many mega software vendors, we want you to trust us. For the full disclosure policy,stay tuned for the full client list on the <a href="http://www.constellationrg.com/clients">Constellation Research website</a>. * Not responsible for any factual errors or omissions.  However, happy to correct any errors upon email receipt.</p> <p>Constellation Research recommends that readers consult a stock professional for their investment guidance. Investors should understand the potential conflicts of interest analysts might face. Constellation does not underwrite or own the securities of the companies the analysts cover. Analysts themselves sometimes own stocks in the companies they cover—either directly or indirectly, such as through employee stock-purchase pools in which they and their colleagues participate. As a general matter, investors should not rely solely on an analyst’s recommendation when deciding whether to buy, hold, or sell a stock. Instead, they should also do their own research—such as reading the prospectus for new companies or for public companies, the quarterly and annual reports filed with the SEC—to confirm whether a particular investment is appropriate for them in light of their individual financial circumstances.</p> <p>Copyright © 2001 – 2021 R Wang and Insider Associates, LLC All rights reserved.</p> <p>Contact the <strong><a href="mailto:sales@ConstellationRG.com">Sales</a> </strong>team to purchase this report on a a la carte basis or join the Constellation Executive Network</p> <p style="text-align: start;"> </p> </div> </div> Mon, 10 May 2021 16:55:11 +0000 rwang0 21740 at https://www.raywang.org @rwang0 R 'Ray' Wang Ray Wang Software Insider Insider Associates Constellation Research @amazon Amazon Sidewalk Last Mile Neighborhood Network Tile Connectivity Bluetooth 5G Radio Internet IOT Internet of Things CIO CISO CDO CDO. digital digital transformation Monday's Musings: Extreme EBIDTA or Rapid Growth? https://www.raywang.org/blog/2021-05/mondays-musings-extreme-ebidta-or-rapid-growth Monday&#039;s Musings: Extreme EBIDTA or Rapid Growth? <img src="/sites/default/files/styles/wide/public/2021-05/%40rwang0%20%23WallStreet%20Wall_Street_Sign.jpg?itok=KNOzq0sb" width="1024" height="768" alt="Wall Stret Sign" loading="lazy" typeof="foaf:Image" class="w-100 h-auto image-style-wide" /> <span class="field field--name-uid field--type-entity-reference field--label-hidden"><span lang="" about="/user/8" typeof="schema:Person" property="schema:name" datatype="">rwang0</span></span> <span class="field field--name-created field--type-created field--label-hidden">Mon, 05/10/2021 - 07:17</span> <div property="schema:articleBody" class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"><h1><span class="break-words"><span><span dir="ltr">Think and Act Like A Digital Giant</span></span></span></h1> <p><span class="break-words"><span><span dir="ltr">No matter how big your company, you’ll need to convince your shareholders or private investors to keep financing your long-term strategy for market dominance, even when the short-term gets rough.<br /> <br /> This won’t be easy, but it can be done if you craft the right message for your investors.<br /> <br /> We’re starting to see signs of a mindset shift among institutional investors, who are seeking more of a balance between profit and growth instead of demanding extreme EBITDA from incumbents and superfast growth from startups.<br /> <br /> One key is to maintain at least some level of short-term profit while investing in your business for the long term. That will reassure investors that you’re not on a doomsday financial path, like WeWork or Snapchat.<br /> <br /> Examples of successful companies that I break down in my book, “Everybody Wants to Rule the World,” include @DenaliTherapeutics and @TaurRX, which are financed by sovereign wealth funds in longer-term investment horizons. These funds open up networks and come with deep pockets. Other examples include @MukeshAmbani at @RelianceJio who bet big on digitization in India with highly competitive WiFi and mobile access rates.</span></span></span><br />  </p> </div> Mon, 10 May 2021 14:17:12 +0000 rwang0 21738 at https://www.raywang.org @rwang0 R 'Ray' Wang Ray Wang Constellation Research Insider Associates Software Insider Digital giants Everybody Wants To Rule The World #everybodywantstoruletheworld Extreme Capitalism Capitalism #RuleTheWorld Rule The World #extremecapitalism #DigitalGiants #capitalism #digitalage #investors investors EBIDTA growth strategy leadership CEO News Analysis: Crypto FOMO and Bitcoin's Rise Into the $1 Trillion Club https://www.raywang.org/blog/2021-05/news-analysis-crypto-fomo-and-bitcoins-rise-1-trillion-club News Analysis: Crypto FOMO and Bitcoin&#039;s Rise Into the $1 Trillion Club <img src="/sites/default/files/styles/wide/public/2021-05/%40rwang0%20The%20Road%20to%20%241T%20%23RuleTheWorld.png?itok=DjiDOw-8" width="1090" height="628" alt="The Road to $1 Trillion in Market Cap" loading="lazy" typeof="foaf:Image" class="w-100 h-auto image-style-wide" /> <span class="field field--name-uid field--type-entity-reference field--label-hidden"><span lang="" about="/user/8" typeof="schema:Person" property="schema:name" datatype="">rwang0</span></span> <span class="field field--name-created field--type-created field--label-hidden">Sat, 05/08/2021 - 10:39</span> <div property="schema:articleBody" class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"><h1>Crypto FOMO Drives Capital Flows Out Of Big Tech (For Now)</h1> <p>Retail investors have taken money out of the equity market and rotated into crypto to catch the wave.  With all crypto's now worth more than $2 Trillion in market cap and Bitcoin standing out at $1 trillion, this poses a risk to the US dollar dominance as the reserve currency.</p> <ul> <li>Bitcoin ($57,000), $1T market cap</li> <li>Ethereum ($3,491), $404 B market cap</li> <li>Binance Coin ($643.74), $98 B market cap</li> <li>Dogecoin ($.597), $77 B market cap</li> <li>XRP ($1.67), $75 B market cap</li> <li>Tether (.9999) $53 B market cap</li> <li>Cardano ($1.63) $52 B market cap</li> </ul> <p>The current rush into crypto and NFT's creates a casino atmosphere and "gold" rush into the next big thing.  Only a few crypto assets will survive in the long run.  Bitcoin's finite limit of 21 million coins, Ethereum's role in commerce, and Cardano seem to have the best prospects.  Expect this trend to continue into the summer and taper off as the reopen rotation gains traction.</p> <h1>The Bottom Line: Don't Count Big Tech Out</h1> <p>The first quarter of 2021 showed how the digital giants continued to grow at break neck paces.  While stock prices reflect a reopen rotation and crypto FOMO trend, few asset classes can show this type of year over year performance.  Don't count big tech out.  Big tech should remain a key component in portfolios.  However, not all big tech stocks are created equal.  Only the digital giants will continue to create competitive moats, invest in innovation, and play the long term game of global domination.</p> <p>For the year:</p> <ul> <li>Google up 30%</li> <li>AirBnB up 22.68%</li> <li>Oracle up 17.42%</li> <li>IBM up 13.93%</li> <li>SAP up 11.16%</li> </ul> <p>Buying big tech stocks on the dip have often boded well for the long term investor.  Tesla, Apple, and Amazon are currently under performing for the year but have long term upside and most likely may be undervalued in the past week.  Take note, Honeywell's entry into the NASDAQ reflects how the company's portfolio is geared for more growth with Quantum Computing and Connected Buildings.</p> <p><a href="https://www.amazon.com/Everybody-Wants-Rule-World-Surviving/dp/1400224861/">Get the latest book <em>Everybody Wants To Rule The World</em></a></p> <h1><strong>Your POV</strong></h1> <p>Are you in the repoen rotation or the crypto FOMO?  What are you investing in next?  Ready to find the next set of digital giants?</p> <p>Add your comments to the blog or reach me via email: <a href="mailto:R@ConstellationR.com">R (at) ConstellationR (dot) com</a> or<a href="mailto:R@softwareinsider.org"> R (at) SoftwareInsider (dot) org.</a> Please let us know if you need help with your AI and Digital Business transformation efforts. Here’s how we can assist:</p> <ul> <li>Developing your digital business strategy</li> <li>Connecting with other pioneers</li> <li>Sharing best practices</li> <li>Vendor selection</li> <li>Implementation partner selection</li> <li>Providing contract negotiations and software licensing support</li> <li>Demystifying software licensing</li> </ul> <p>Reprints can be purchased through Constellation Research, Inc. To request official reprints in PDF format, please contact <strong><a href="mailto:sales@ConstellationR.com">Sales</a></strong>.</p> <h1><strong>Disclosures</strong></h1> <p>Although we work closely with many mega software vendors, we want you to trust us. For the full disclosure policy,stay tuned for the full client list on the <a href="http://www.constellationrg.com/clients">Constellation Research website</a>. * Not responsible for any factual errors or omissions.  However, happy to correct any errors upon email receipt.</p> <p>Constellation Research recommends that readers consult a stock professional for their investment guidance. Investors should understand the potential conflicts of interest analysts might face. Constellation does not underwrite or own the securities of the companies the analysts cover. Analysts themselves sometimes own stocks in the companies they cover—either directly or indirectly, such as through employee stock-purchase pools in which they and their colleagues participate. As a general matter, investors should not rely solely on an analyst’s recommendation when deciding whether to buy, hold, or sell a stock. Instead, they should also do their own research—such as reading the prospectus for new companies or for public companies, the quarterly and annual reports filed with the SEC—to confirm whether a particular investment is appropriate for them in light of their individual financial circumstances.</p> <p>Copyright © 2001 – 2021 R Wang and Insider Associates, LLC All rights reserved.</p> <p>Contact the <strong><a href="mailto:sales@ConstellationRG.com">Sales</a> </strong>team to purchase this report on a a la carte basis or join the Constellation Executive Network</p> </div> Sat, 08 May 2021 17:39:13 +0000 rwang0 21737 at https://www.raywang.org @rwang0 R 'Ray' Wang Ray Wang Software Insider Digital giants Rule The World Insider Associates #RuleTheWorld #EWTRTW Everybody Wants To Rule The World #everybodywantstoruletheworld News Analysis Google AirBnB Amazon Apple Tesla Microsoft Honeywell Oracle IBM SAP bitcoin Ethereum Binance Dogecoin Ripple XRP Tether Cardano Cryptocurrencies Big Idea: Prioritize Long Term Invesmtent Mindset Over Short Term Profits https://www.raywang.org/blog/2021-05/big-idea-prioritize-long-term-invesmtent-mindset-over-short-term-profits Big Idea: Prioritize Long Term Invesmtent Mindset Over Short Term Profits <img src="/sites/default/files/styles/wide/public/2021-05/%40Rwang0%20%40american%20american-airlines-1.jpg?itok=mAmKSTwB" width="757" height="380" alt="American Airlines OneWorld" loading="lazy" typeof="foaf:Image" class="w-100 h-auto image-style-wide" /> <span class="field field--name-uid field--type-entity-reference field--label-hidden"><span lang="" about="/user/8" typeof="schema:Person" property="schema:name" datatype="">rwang0</span></span> <span class="field field--name-created field--type-created field--label-hidden">Fri, 05/07/2021 - 23:53</span> <div property="schema:articleBody" class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"><h1>Short Term Thinking Crushes Traditional Companies In Fight Against Digital Giants</h1> <p><span class="break-words"><span><span dir="ltr">If legacy companies want to compete with data giants in the age of extreme capitalism, spending capital on innovation needs to STOP being sacrificed for short-term profits.<br /> <br /> In 2005, a survey by the Duke Fuqua business school showed that 55% of CFO's at 400 of America's largest public companies would rather sacrifice their firm's economic value to meet a quarterly expectation. Sadly, not much has changed since then.<br /> <br /> Don't believe me? Look no further than the airline industry post-COVID-19.<br /> <br /> Take American Airlines, which filed for bankruptcy in 2011 but became profitable again by 2014. During six years of record profits, the airline still failed to put together a rainy-day fund for a crisis. It also failed to modernize its technology systems, aircraft, and operating procedures to improve digital channels, enhance analytics, and develop better planning capabilities. Instead, it spent $12 billion of its positive cash flow since 2014 in stock buybacks. American isn't alone, either. Most airlines spent 97% of their free cash flow on buybacks from 2010 to 2020. </span></span></span></p> <p><a href="https://www.amazon.com/Everybody-Wants-Rule-World-Surviving/dp/1400224861/">Get the latest book <em>Everybody Wants To Rule The World</em></a></p> <h1><strong>Your POV</strong></h1> <p>Does your organization take the long view or prioritize short term profits?  Are you reinvesting enough into innovation? Add your comments to the blog or reach me via email: <a href="mailto:R@ConstellationR.com">R (at) ConstellationR (dot) com</a> or<a href="mailto:R@softwareinsider.org"> R (at) SoftwareInsider (dot) org.</a> Please let us know if you need help with your AI and Digital Business transformation efforts. Here’s how we can assist:</p> <ul> <li>Developing your digital business strategy</li> <li>Connecting with other pioneers</li> <li>Sharing best practices</li> <li>Vendor selection</li> <li>Implementation partner selection</li> <li>Providing contract negotiations and software licensing support</li> <li>Demystifying software licensing</li> </ul> <p>Reprints can be purchased through Constellation Research, Inc. To request official reprints in PDF format, please contact <strong><a href="mailto:sales@ConstellationR.com">Sales</a></strong>.</p> <h1><strong>Disclosures</strong></h1> <p>Although we work closely with many mega software vendors, we want you to trust us. For the full disclosure policy,stay tuned for the full client list on the <a href="http://www.constellationrg.com/clients">Constellation Research website</a>. * Not responsible for any factual errors or omissions.  However, happy to correct any errors upon email receipt.</p> <p>Constellation Research recommends that readers consult a stock professional for their investment guidance. Investors should understand the potential conflicts of interest analysts might face. Constellation does not underwrite or own the securities of the companies the analysts cover. Analysts themselves sometimes own stocks in the companies they cover—either directly or indirectly, such as through employee stock-purchase pools in which they and their colleagues participate. As a general matter, investors should not rely solely on an analyst’s recommendation when deciding whether to buy, hold, or sell a stock. Instead, they should also do their own research—such as reading the prospectus for new companies or for public companies, the quarterly and annual reports filed with the SEC—to confirm whether a particular investment is appropriate for them in light of their individual financial circumstances.</p> <p>Copyright © 2001 – 2021 R Wang and Insider Associates, LLC All rights reserved.</p> <p>Contact the <strong><a href="mailto:sales@ConstellationRG.com">Sales</a> </strong>team to purchase this report on a a la carte basis or join the Constellation Executive Network</p> </div> Sat, 08 May 2021 06:53:53 +0000 rwang0 21734 at https://www.raywang.org @rwang0 R 'Ray' Wang Ray Wang Rule The World Digital giants @constellationr Constellation Research Insider Associates digital transformation Everybody Wants To Rule The World #everybodywantstoruletheworld Airlines Long-term strategy big idea innovation Big Idea: It took 50 years for markets to consolidate down to a few dominant players. Now it takes ten. https://www.raywang.org/blog/2021-05/big-idea-it-took-50-years-markets-consolidate-down-few-dominant-players-now-it-takes Big Idea: It took 50 years for markets to consolidate down to a few dominant players. Now it takes ten. <img src="/sites/default/files/styles/wide/public/2021-05/%40rwang0%20%23RuletheWorld%2020210713%201620239992727.jpg?itok=eOkI9bzL" width="1080" height="1080" alt="Everybody Wants To Rule The World July 13, 2021" loading="lazy" typeof="foaf:Image" class="w-100 h-auto image-style-wide" /> <span class="field field--name-uid field--type-entity-reference field--label-hidden"><span lang="" about="/user/8" typeof="schema:Person" property="schema:name" datatype="">rwang0</span></span> <span class="field field--name-created field--type-created field--label-hidden">Wed, 05/05/2021 - 12:55</span> <div property="schema:articleBody" class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"><h1>The Pace Of Change Continues To Accelerate</h1> <p><span class="break-words"><span><span dir="ltr">It took 50 years for markets to consolidate down to a few dominant players. Now it takes ten.<br /> <br /> Countless industries went through gradual reorganization from hundreds or thousands of small players down to a couple of giants. But until very recently, the keyword was “gradual.” There’s no longer going to be a monopoly in each industry. In the next ten years, I expect to see about 100 dominant players in 50 distinct markets worldwide, in most cases with a duopoly of two giants per market.<br /> <br /> Those giants won’t be equally strong. The first company to establish a Data-Driven Digital Networks (DDDN) will usually apply its first-mover advantage to take about half of the total addressable market. A second, more reactionary player will take about a quarter of the total addressable market. The remaining 30% (give or take) will go to small players who find ways to survive but have no hope of catching up to the giants. The monopoly has now become a duopoly.<br /> <br /> My forthcoming book, Everybody Wants to Rule the World, outlines the very ways in which our playing field is changing and how you can compete to not only keep up but to win. It will be available everywhere on July 13th.</span></span></span></p> <p><a href="https://www.amazon.com/Everybody-Wants-Rule-World-Surviving/dp/1400224861/">Get the latest book <em>Everybody Wants To Rule The World</em></a></p> <h1><strong>Your POV</strong></h1> <p>Do you see your industry collapsing around value chains?  Who are the duopolies in your space? Add your comments to the blog or reach me via email: <a href="mailto:R@ConstellationR.com">R (at) ConstellationR (dot) com</a> or<a href="mailto:R@softwareinsider.org"> R (at) SoftwareInsider (dot) org.</a> Please let us know if you need help with your AI and Digital Business transformation efforts. Here’s how we can assist:</p> <ul> <li>Developing your digital business strategy</li> <li>Connecting with other pioneers</li> <li>Sharing best practices</li> <li>Vendor selection</li> <li>Implementation partner selection</li> <li>Providing contract negotiations and software licensing support</li> <li>Demystifying software licensing</li> </ul> <p>Reprints can be purchased through Constellation Research, Inc. To request official reprints in PDF format, please contact <strong><a href="mailto:sales@ConstellationR.com">Sales</a></strong>.</p> <h1><strong>Disclosures</strong></h1> <p>Although we work closely with many mega software vendors, we want you to trust us. For the full disclosure policy,stay tuned for the full client list on the <a href="http://www.constellationrg.com/clients">Constellation Research website</a>. * Not responsible for any factual errors or omissions.  However, happy to correct any errors upon email receipt.</p> <p>Constellation Research recommends that readers consult a stock professional for their investment guidance. Investors should understand the potential conflicts of interest analysts might face. Constellation does not underwrite or own the securities of the companies the analysts cover. Analysts themselves sometimes own stocks in the companies they cover—either directly or indirectly, such as through employee stock-purchase pools in which they and their colleagues participate. As a general matter, investors should not rely solely on an analyst’s recommendation when deciding whether to buy, hold, or sell a stock. Instead, they should also do their own research—such as reading the prospectus for new companies or for public companies, the quarterly and annual reports filed with the SEC—to confirm whether a particular investment is appropriate for them in light of their individual financial circumstances.</p> <p>Copyright © 2001 – 2021 R Wang and Insider Associates, LLC All rights reserved.</p> <p>Contact the <strong><a href="mailto:sales@ConstellationRG.com">Sales</a> </strong>team to purchase this report on a a la carte basis or join the Constellation Executive Network</p> </div> Wed, 05 May 2021 19:55:03 +0000 rwang0 21729 at https://www.raywang.org @rwang0 R 'Ray' Wang Software Insider Insider Associates Digital giants #RuleTheWorld #extremecapitalism Duopolies Everybody Wants To Rule The World #everybodywantstoruletheworld pace of change Consolidation monopoly duopoly Monday's Musings: Long Term Loyalty Is Gone! https://www.raywang.org/blog/2021-05/mondays-musings-long-term-loyalty-gone Monday&#039;s Musings: Long Term Loyalty Is Gone! <img src="/sites/default/files/styles/wide/public/2021-05/%40rwang0%20Long%20Term%20Loyalty%20Is%20Gone%20%23RuleTheWorld.jpg?itok=6ctmmwyr" width="1090" height="570" alt="Long Term Loyalty Is Gone" loading="lazy" typeof="foaf:Image" class="w-100 h-auto image-style-wide" /> <span class="field field--name-uid field--type-entity-reference field--label-hidden"><span lang="" about="/user/8" typeof="schema:Person" property="schema:name" datatype="">rwang0</span></span> <span class="field field--name-created field--type-created field--label-hidden">Mon, 05/03/2021 - 23:36</span> <div property="schema:articleBody" class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"><h1><span class="break-words"><span><span dir="ltr">Long-term loyalty is gone.</span></span></span></h1> <p><span class="break-words"><span><span dir="ltr">Your customers will trade loyalty for convenience, value, or status.<br /> <br /> Consider Domino's. Even though they managed an A+ digital transformation in the 2010s, the company now faces a new existential threat. The enemy is no longer Pizza Hut; it's the new wave of food delivery companies like Uber Eats and DoorDash moving into its sector.<br /> <br /> While these food delivery "aggregators" don't own their own kitchens, they do own the customer experience. They can analyze tons of customer data on food preferences and price elasticity. They then partner with "ghost kitchens"— commercial facilities that prepare meals from different cuisines (such as Chinese, Thai, Indian, and pizza) from a single physical location and different online brands.<br /> <br /> This agility and data mean the Dominos of the world are about to get their butts kicked! Every company must constantly re-evaluate its business and monetization model and value proposition if they hope to survive.<br /> <br /> Otherwise, it's easy to win one war but lose the next.</span></span></span><br />  </p> <p><a href="https://www.amazon.com/Everybody-Wants-Rule-World-Surviving/dp/1400224861/">Get the latest book <em>Everybody Wants To Rule The World</em></a></p> <h1><strong>Your POV</strong></h1> <p>Where do you see the future of loyalty? What are you trading loyalty for? Add your comments to the blog or reach me via email: <a href="mailto:R@ConstellationR.com">R (at) ConstellationR (dot) com</a> or<a href="mailto:R@softwareinsider.org"> R (at) SoftwareInsider (dot) org.</a> Please let us know if you need help with your AI and Digital Business transformation efforts. Here’s how we can assist:</p> <ul> <li>Developing your digital business strategy</li> <li>Connecting with other pioneers</li> <li>Sharing best practices</li> <li>Vendor selection</li> <li>Implementation partner selection</li> <li>Providing contract negotiations and software licensing support</li> <li>Demystifying software licensing</li> </ul> <p>Reprints can be purchased through Constellation Research, Inc. To request official reprints in PDF format, please contact <strong><a href="mailto:sales@ConstellationR.com">Sales</a></strong>.</p> <h1><strong>Disclosures</strong></h1> <p>Although we work closely with many mega software vendors, we want you to trust us. For the full disclosure policy,stay tuned for the full client list on the <a href="http://www.constellationrg.com/clients">Constellation Research website</a>. * Not responsible for any factual errors or omissions.  However, happy to correct any errors upon email receipt.</p> <p>Constellation Research recommends that readers consult a stock professional for their investment guidance. Investors should understand the potential conflicts of interest analysts might face. Constellation does not underwrite or own the securities of the companies the analysts cover. Analysts themselves sometimes own stocks in the companies they cover—either directly or indirectly, such as through employee stock-purchase pools in which they and their colleagues participate. As a general matter, investors should not rely solely on an analyst’s recommendation when deciding whether to buy, hold, or sell a stock. Instead, they should also do their own research—such as reading the prospectus for new companies or for public companies, the quarterly and annual reports filed with the SEC—to confirm whether a particular investment is appropriate for them in light of their individual financial circumstances.</p> <p>Copyright © 2001 – 2021 R Wang and Insider Associates, LLC All rights reserved.</p> <p>Contact the <strong><a href="mailto:sales@ConstellationRG.com">Sales</a> </strong>team to purchase this report on a a la carte basis or join the Constellation Executive Network</p> </div> Tue, 04 May 2021 06:36:00 +0000 rwang0 21726 at https://www.raywang.org @rwang0 R 'Ray' Wang #RuleTheWorld #everybodywantstoruletheworld #extremecapitalism #transformation Insdier Associates Digital giants Extreme Captialism loyalty Constellation Research @constellationr Software Insider Monday's Musings