X : Last year you said that China would start to focus on tackling inequality.
Me : Social mobility will become increasingly important for competition around the world. This was obvious years ago but it was clearly signalled that China would make this play a few years back. Why?
X : Common prosperity, tackling tech vendors etc?
Me : Yep. It's all about future competitiveness and exposing the achilles heel of the Western system. Not much we can do about it. We're at the start of the program though, it'll take years for the effect to be seen. Why?
X : This is more than just raising people out of poverty?
Me : Of course. This is all about being seen as successful in economic terms, building that sense of belonging and safety within the collective whilst undermining other collectives as people question ... why?
X : What about the demographic glitch and impact on growth?
Me : Ah Biden and sustainable growth. I said in 2012, I'll say it again ... immigration was always part of the plan - ... China thinks long term hence strategic reserves of water eroded sand.
X : Water eroded sand?
Me : Yep. Oh, you think building the world's largest sand stores in plain sight complete with geographic and military protection for this increasingly scare resource is about military aggressiveness? Aww, bless ...
X : Sarcasm?
Me : Methinks you need to spend more time looking at supply chains and more importantly how evolved the components are. You do know China doesn't need to invade Taiwan, all it needs to do is ... show force and wait.

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More from @swardley

10 Oct
This has almost nothing to do with what is beneficial to the economy and almost everything to do with power, status symbols, inertia and vested interests. UK should be encouraging adaptation not trying to recreate the past. Disappointing from a UK Gov figure ->
X : Do you think it really matters?
Me : I wouldn't talk about it if I didn't. We need our corporations to adapt, the new behaviours that are emerging depend upon remote working, distributed communication and access to data. Image
It's all about future state. As we currently stand, China will be the space fairing nation of 2050 with km wide space stations, the emerging Star Trek -phys.org/news/2021-09-c…

The UK will do a nice line in luxury yacht rental and frozen yoghurt - ft.com/content/351cf2…
Read 20 tweets
9 Oct
X : How do you do strategy?
Me : First, I start by observing the environment (including producing a map). Then I challenge and interrogate the map. Finally, I start scenario planning on the map with scribbles that represent different connections and gameplay. Why?
X : Is there a method?
Me : Rounds of challenge and scenario planning on the map. There are playbooks (I have over 100 patterns I've collected) which you can apply but it's mainly thought plus more interrogation. It's not a perfect or formal exercise.
X : What patterns?
Me : hmmm
Me : This is a list of some basic gameplay. It'll be good enough for you to explore. But, don't bother to do this until you've got mapping and basic principles sorted. If that's not the case then your only strategy is "to stop punching ourselves in the face".
Read 18 tweets
7 Oct
Playing with additional symbolism in maps ... not sure about this. Thoughts welcome. Is it obvious?

Just an example ->
Well, having played with it ... I don't like it. Adds too much complexity for very little gain. Better to mark with text (as @jhngrant points to with capital flow). So, by way of example, I'm going to stick with simple.
It's far from perfect but it does not the job most of the time and for those edge cases I can simply write notes on the map.
Read 5 tweets
6 Oct
X : Boris blaming business.
Me : And?
X : What do you think?
Me : Smart but surprising from a conservative PM. Forcing companies to pay more reasonable wages i.e. Tesco bumper profits - stockmarketwire.com/article/721798… and Tesco staff reject "pay cut" offer - sharecast.com/news/news-and-…
X : Won't it lead to inflation, stock price drops?
Me : Sure, some execs will try to pass costs on to consumers and keep the share price up with bumper divs and share buybacks. It's in their own self interest but that'll play into Boris' narrative of greedy bosses ...
... somebody seems to have told Boris that the fastest way to grow the economy is to convert it from an extractive nature (benefits to shareholders, accumulation) to a more generative / growth model (putting more wealth into the hands of people who will actually spend it).
Read 22 tweets
4 Oct
Balancing power generation (solar) vs storage (powerwall) vs consumption (heating, lighting and cooking) vs insulation (triple glazing etc) vs airflow (ppm CO2 etc) vs time (seasons) ... not found the right balance yet. More to do.
i.e. balancing out insulation with air flow means I will probably have to explore mechanical heat recovery units (e.g. thermal wheel) if I want to drive efficiency further.
X : Are you going to blog about this.
Me : When I've finished.
X : When will that be?
Me : I guess in about five years. Long way to go yet.
Read 4 tweets
4 Oct
X : Any thoughts on the great resignation?
Me : I suspect it depends upon where you work. Back in May, I talked about the great division between the haves and have nots of the corporate world - swardley.medium.com/the-great-divi… ... I don't think of these changes as uniform.
X : And?
Me : Well, some companies will suffer (and are already suffering) from losses but that's mostly down to executive action and an inability to adapt. Some will benefit i.e. I do like this tweet -
X : Why do you think companies were caught out by this?
Me : No idea. It's not like people haven't been talking about it for the last 12-18 months. It shouldn't come as a surprise -
Read 6 tweets

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