Share this page!

Enter URL or ID to Unroll

You can paste full URL like: https://x.com/threadreaderapp/status/1644127596119195649
or just the ID like: 1644127596119195649

How to get URL link on X (Twitter) App

  1. On the Twitter thread, click on or icon on the bottom
  2. Click again on or Share Via icon
  3. Click on Copy Link to Tweet
  4. Paste it above and click "Unroll Thread"!
  5. More info at Twitter Help
Tymofiy Mylovanov Profile picture
@Mylovanov
Aug 5 • 8 tweets • 2 min read • Read on X
McKinsey’s era is ending.

Its revenue doubled from 2012 to $16B in 2024, but last year growth collapsed to 2%.

It fired 5,000 staff, and lost ground to BCG [Boston Consulting Group], which now earns 83% of McKinsey’s revenue, up from 50% in 2012, writes The Economist.

1/ Image
BCG grew 10% in 2024, 5x faster than McKinsey. It narrowed the revenue gap from 2x in 2012 to just 1.2x. Bain grew just as fast. If trends hold, BCG will overtake McKinsey by 2027.

2/
Under Dominic Barton (2009–18), McKinsey chased reckless expansion. He told partners in 2013: Ask for forgiveness, not permission. That era birthed the opioid and South Africa scandals.

3/
McKinsey built a massive tech arm by buying 16 firms since 2013. It moved into implementation, competing with Accenture and the Big Four, but had to cut fees and shift from generalists to geeks.

4/
Now AI threatens McKinsey’s high-fee model. The firm’s Lilli chatbot and QuantumBlack unit may speed up slide-building and analysis, but clients may soon ask why they’re paying premium prices for bot work.

5/
Palantir [Q1 2025 revenue up 39%, $3B annualized] embeds engineers and sells AI tools. Its market cap hit $365B. UBS calls it McKinsey meets Databricks. Clients follow them for software and advice.

6/
OpenAI also moved in, offering enterprise consulting. McKinsey faces attacks on both ends: legacy rivals outgrow it; tech firms eat its future.

7X
Source: economist.com/business/2025/…

• • •

Missing some Tweet in this thread? You can try to force a refresh
　

Keep Current with Tymofiy Mylovanov

Tymofiy Mylovanov Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @Mylovanov

Tymofiy Mylovanov Profile picture
Aug 5
Ukraine’s Spy Chief, Budanov: If an intelligence officer needs to sleep with a prostitute for the job, there's no problem.

Men exaggerate to show their strength.

In these situations we gained information that we couldn't obtain otherwise. 1/
Budanov: Many our agents in Russia live full lives. They are often the biggest the Z-patriots.

Sometimes they experience nervous breakdowns.

2/
Budanov: It's easier to recruit men. Women are more cunning and quickly understand what's happening.

3/
Read 10 tweets
Tymofiy Mylovanov Profile picture
Aug 5
Putin believes Russia is winning and is unlikely to accept Trump’s ceasefire ultimatum before Friday.

Reuters: Putin still wants full control of Donetsk, Luhansk, Zaporizhzhia, and Kherson. He won’t risk angering Trump but won’t abandon his goals. 1/ Image
Putin sees U.S. sanctions as survivable. After 3.5 years of war, $300B in reserves remain frozen, FDI is down 63%.

But Russia’s war economy continues to function. It’s sustained by North Korean ammo and Chinese components to keep the war machine running. 2/
Russian officials view Trump’s ultimatum as a bluff. Hitting China and India could raise oil prices, strain U.S. alliances, and hurt his own economy. Moscow doubts he’ll take that risk. 3/
Read 7 tweets
Tymofiy Mylovanov Profile picture
Aug 5
China is choking the Pentagon’s supply of critical minerals.

Missile magnets. Infrared sensors. Drone motors.

Lockheed and other defense giants say the U.S. war machine is running low on parts.

WSJ: the scramble to cut dependence has already begun.

1/ Image
Beijing controls 90% of rare earths. It banned exports of germanium, gallium, and antimony — used for bullets, missiles, and night vision.

Now Western firms must send product photos and buyer lists to get Chinese supply cleared.

2/
ePropelled, a U.S. drone motor maker, faced a 2-month delay after China blocked a magnet shipment.

Its Chinese supplier demanded: blueprints, buyer names, proof it wasn’t for defense.

They refused. The order was stopped.

3/
Read 12 tweets
Tymofiy Mylovanov Profile picture
Aug 5
India defies Trump.

Despite a 25% U.S. tariff on Indian exports Modi refuses to stop buying Russian oil. Russian crude now makes up one-third of India’s total imports.

Bloomberg: No stop order has been issued to refiners. Purchases remain commercial.

1/ Image
Modi responded to pressure: Whatever we buy, we’ll buy what’s made by the sweat of an Indian.

The message: domestic self-reliance over foreign pressure.

This comes as India joins BRICS and deepens its ties with Russia.

2/
Trump escalates.

He accuses India of “cheating” on trade and immigration.

Stephen Miller (Trump’s deputy chief): India imposes massive tariffs, buys as much Russian oil as China, and games the U.S. visa system. Everything is on the table.

3/
Read 8 tweets
Tymofiy Mylovanov Profile picture
Aug 5
Russia is sealing off the internet to isolate its people.

AP news: In July, Russia passed a law that punishes users for searching “extremist” content — LGBTQ+ topics, Navalny’s memoir, and anti-Kremlin music.

State agencies are blocking VPNs to cut access to banned sites. 1/ Image
Russian authorities now disrupt YouTube, WhatsApp, Signal, and Facebook.

They plan to ban WhatsApp (97M users) and replace it with MAX — a state-run app preinstalled on all phones. 2/
MAX shares user data with authorities and bundles messaging, payments, and government services.

The government is ordering officials and employees to switch. Only 2M users have registered. 3/
Read 7 tweets
Tymofiy Mylovanov Profile picture
Aug 5
Russia is betting that the long-range kamikaze drone "Shahed" could become a decisive weapon in the war against Ukraine, The Times.

Moscow believes that the Iranian design, enhanced with cheap Chinese components, can force Ukraine to capitulate. 1/ Image
Russian forces launch hundreds of these drones overnight, terrorizing cities in an attempt to finally break the will of the Ukrainian people.

Production ramped up at the Alabuga facility for drones carrying 90 kg payloads and traveling up to 1,600 miles. 2/
UN reports Russia launched 10x more missile drone attacks in June 2025 vs June 2024, killing 232 civilians – the highest monthly toll in 3 years.

Last Wednesday's massive attack on Kyiv killed 31 people, including 5 children, and wounded 159 others. 3/
Read 10 tweets

Did Thread Reader help you today?

Support us! We are indie developers!

This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Don't want to be a Premium member but still want to support us?

Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal

Or Donate anonymously using crypto!

Ethereum

0xfe58350B80634f60Fa6Dc149a72b4DFbc17D341E copy

Bitcoin

3ATGMxNzCUFzxpMCHL5sWSt4DVtS8UqXpi copy

Thank you for your support!

Follow Us!

Send Email!

:(