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E-Commerce Might Help Solve the Mystery of Low Inflation - The New York Times
Unemployment is sinking and businesses are churning out more goods and services. Yet even with the economy standing on tippy toes, prices and wages are climbing a lot more slowly than anyone has expected.

Now a growing body of research is putting the blame more pointedly on e-commerce. The spectacular growth in online shopping, it turns out, is not only tamping down inflation more than previously thought, but also distorting the way it is measured.
%econ  %policystats  #$#innov  #$#monopoly  #$#logistics  #xxi#tech 
5 weeks ago by lemeb
The Netflix Binge Factory
Netflix doesn’t necessarily care if you binge-watch an entire season of a show within a couple days of it launching. “We’re not trying to encourage that,” Sarandos says. “The completion of a single episode is a more important trigger. We wouldn’t be looking at, ‘Are people plowing through it in the first weekend?,’ because the number of people who do that is pretty slim.” But one metric I heard repeatedly during my visits to Netflix was 28-day viewership — basically how many people completed a full season of a show within the first four weeks it’s on the service. Sarandos also tells me the company looks at which shows new subscribers watch first: It lets them know if a show is driving people to sign up for Netflix.
#$#entertainment  !write!technologist  #$#innov  %stats  %longform  %journalism 
5 weeks ago by lemeb
The Entire Economy Is MoviePass Now. Enjoy It While You Can. - The New York Times
If you’re still skeptical, I don’t blame you. It used to be that in order to survive, businesses had to sell goods or services above cost. But that model is so 20th century. The new way to make it in business is to spend big, grow fast and use Kilimanjaro-size piles of investor cash to subsidize your losses, with a plan to become profitable somewhere down the road.

Over all, 76 percent of the companies that went public last year were unprofitable on a per-share basis in the year leading up to their initial offerings, according to data compiled by Jay Ritter, a professor at the University of Florida’s Warrington College of Business. That was the largest number since the peak of the dot-com boom in 2000, when 81 percent of newly public companies were unprofitable. Of the 15 technology companies that have gone public so far in 2018, only three had positive earnings per share in the preceding year, according to Mr. Ritter.
#$#nextcrash  #$#monopoly  #$#innov 
9 weeks ago by lemeb
(paywall) The Tech Company Comcast Should Buy Instead of Sky — The Information
Instead of pursuing European pay TV firm Sky, Comcast should go after Spotify, whose subscription business fits with the cable business and which could help Comcast compete better with Amazon


i... am not sure anything will help comcast get sustainable. it’s hard to disentangle yourself from a predatory biz model.
!write!technologist  #$#innov  #t#cable  #$#monopoly 
11 weeks ago by lemeb
Goldman Sachs questions whether curing patients is a sustainable business model (arstechnica.com)
One-shot cures for diseases are not great for business—more specifically, they’re bad for longterm profits—Goldman Sachs analysts noted in an April 10 report for biotech clients, first reported by CNBC. The investment banks’ report, titled “The Genome Revolution,” asks clients the touchy question: “Is curing patients a sustainable business model?” The answer may be “no,” according to follow-up information provided. Analyst Salveen Richter and colleagues laid it out: The potential to deliver “one shot cures” is one of the most attractive aspects of gene therapy, genetically engineered cell therapy, and gene editing. However, such treatments offer a very different outlook with regard to recurring revenue versus chronic therapies... While this proposition carries tremendous value for patients and society, it could represent a challenge for genome medicine developers looking for sustained cash flow.


in the both-totally-logical-and-utterly-depressing category

to be fair, i guess economists would say that one-shot cures have massive positive externalities, which, well are not reaped directly by pharma. sad!
%econ  #$#pharma  #$#innov  %contrarian 
april 2018 by lemeb

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