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, 6 tweets, 3 min read
25iQuiz: Do you agree that's what changed?

"HP’s business model was to sell printers at a discount and make its money on ink cartridges—classic razor-and-blades. 'That model made sense when the goal was to penetrate more consumer homes and more offices'."news.google.com/articles/CAIiE…
Did a change in HP's goal require a new business model or did HP's ability to sell enough of a complementary product change?

From 2006: "The printer itself accounts for only 1/3 of the profit pool over its life, whereas cartridges account for 2/3s." bcg.com/documents/file…
"Absent customer lock-in, the marketer will be unable to make up for the price subsidy on the initial razor through higher margins on the blades."

"Rather than compete on price, the printer maker [Epson] is dropping the cartridge issue entirely’’ iranarze.ir/wp-content/upl…
"Kevin Rippey, an Evercore ISI analyst, calls Spotify a “pure play on a loss-leader category.'" barrons.com/articles/two-a… What can Spotify cross-sell that has defendable higher margins and a huge TAM?
"Goldman has lost $1.3 billion on its consumer bank" google.com/amp/s/www.wsj.… What can Goldman cross-sell that has defendable higher margins and a huge TAM?
"HPQ fiscal third quarter results posted Thursday showed printing supply revenue falling 7% from a year earlier to about $3.2B."

"We need to optimize our business model, maximize the installed base of 150 million printers."

marketwatch.com/story/with-yet…
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Tren Griffin
@trengriffin
An operator that stops reselling content is free from the "wholesale transfer pricing power" (see my previous tweetstorm) of content owners and can instead focus on service differentiation at the network function level (encryption, security, network acceleration and other CNFs).
25iQuiz: Why would the significant size of cable operators referred to by John Malone years ago no longer be enough to offset wholesale transfer pricing power of content owners? What changed? google.com/amp/s/25iq.com… Being an OTT provider requires direct customer relationships.
25iQuiz Extra Credit Question:

Is investing in network services within your circle of competence if you don't know what these terms mean? How technical must you be to be in your circle of competence in this case?

Bare metal?
K8s?
VRAN?
SDN?
gNB?
MIMO?
Fronthaul?
Top of Rack?
Read 3 tweets
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Tren Griffin
@trengriffin
"Recent research suggests that current official statistics may understate productivity growth by missing a significant part of the growing value we derive from fast internet connections and smartphones." Jerome Powell October 08, 2019 federalreserve.gov/newsevents/spe…
I agree. And what about open source and imbedded software and non final goods? And exports? If they aren't part of "productivity," then what exactly are they? brookings.edu/wp-content/upl…
GPS handsets were once expensive (e.g., $1,000 plus). GPS is now in virtually all if not all smartphones. GPS in smartphones isn't part of GDP now because the price is zero. If GPS capability in a smartphone isn't part of productivity, then what is it?
Read 3 tweets
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Tren Griffin
@trengriffin
1/ This tweetstorm is about “wholesale transfer pricing power,” a term I learned from John Malone in the 1990s. WTPP determines who in a value chain gets the biggest share of the profit pool (e.g., do content owners, cable owners or vendors to cable firms have the best WTPP?).
2/ Wholesale transfer pricing = the bargaining power of A that supplies a unique product X to B which may enable A to take the profits of B by increasing the wholesale price of X.

A buyer can also have wholesale transfer pricing owner over vendors depending on relative BATNA.
3/ BATNA = acronym for Best Alternative to a Negotiated Agreement. What it measures is what we’ll do if the negotiator can do if don’t reach an agreement. It measures opportunity cost. The better the BATNA, the greater the power of the negotiator. My book 25iq.files.wordpress.com/2016/05/the_gl…
Read 18 tweets

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Alan Cooper
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I’ve been reflecting on accomplishments, people, and people who have accomplishments. It’s funny, but a job and a salary don’t really figure into any of it. 1
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Abdul-Qawiyy 😎💰
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The 3 steps to RICHES

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David Mullings
@davidmullings
Here’s a little lesson in business registration for my US and Jamaican followers:

Most US companies are gusteres in Delaware because it has the most favourable laws for businesses AND “has a separate Court of Chancery to hear cases involving corporate law”

No corp taxes either
Just read this - delawareinc.com/blog/facebook-…

Jamaica is nothing like the USA.

I can register in a different state and do business across each state with certain registrations and/or licenses. The USA is a union of individual states.
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Mike
@MikeDoesAds
How to make more money in your #business using sales funnels:

1. Build out a funnel that has 2 up sells and 2 down sells
2. Bring the customer through the journey shown in the picture
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I will explain in this thread:
NOTE: These are just examples 😎
Step 1. Say you sell a #sports water bottle for $19, why not also offer a gym bag or a diet/workout plan course for $27? (up sell #1) If the person says no, offer them a head sweat band for $9.95 (down sell #1)
Continue this process with a second up sell and a down sell to go with that and you can increase you customer #value by quite a lot. But let's do some math:
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