FutureCreators

The real issue is not how Google licenses Android.  This may or may not be a problem for EU antitrust people. The real issue is, why are there no EU Googles, Facebooks, Apples, et al?  What went wrong in the EU?  It was designed in theory to foster these new generations of companies.  Something didn’t work.  FutureCreators know what it is. Recorded 7/21/2018 in New York by Robert Braathe and Franc...

The Great Firewall keeps Chinese companies out of global markets where they need a free and open Internet to compete.  This means limiting the growth of Alibaba et al.  No way for the Party to maintain the Mandate of Heaven.  The solution?  Use AI to extend the Great Firewall into your home and office and bring each and every one of us under Party control.  That way Alibaba can have a free hand. R...

Toyota gets our FutureCreator Management Grade B today.  Not an A, but certainly not an F.  However, if Toyota had to sell cars the way Apple sells computers, the big change that Tesla is forcing, it will have to absorb huge inventories now held by dealers.  And it will have to great an ERP-driven supply chain that looks like Apple’s.  No automaker in the world can do this.  Huge looming crisis.  ...

Don Trump kicked off his Trade War with China today.  The problem is that his policy does not conform to the Information Cost-Velocity Curve that FutureCreators know dominates all business all of the time.  And has since we evolved into humans from primates.   The ICVC says that information costs are falling so fast today that they alone dictate where trade’s comparative advantages lie.  The ICVC...

On May 2nd, we reported to you that 5G wireless is DOA and showed why:  it is too capital inefficient and carrier balance sheets cannot support this level of capital inefficiency.   Now come rumors that to pay for 5G, VZ may have to spin off Oath, it’s a mashup of Yahoo! and AOL.   The $10 billion or so that it might get for this is a drop in the 5G bucket.  So, expect way, way more capital restru...

FutureCreators know that we are about to enter the age of the Edgeless Cloud where processing power and memory density make everything a cloud server. This process will force a restructuring of all organizations on the planet that will disrupt an extraordinary range of human activities over the next quarter century. No maker of hardware, software, no networker, no retailer, not even an oil driller...

AT&T and Time Warner rules out 5G.  Crazy: all that content and no network. Recorded 6/14/2018 at North River Ventures / Future Creators with Francis McInerney    

The real issue is not how Google licenses Android.  This may or may not be a problem for EU anti trust people. The real issue is, why are there no EU Googles, Facebooks, Apples, et al?  What went wrong in the EU?  It was designed in theory to foster these  new generations of companies.  Something didn’t work.  FutureCreators know what it is.?

Trump wanted to shut it down, then reversed himself.  Now Congress wants to reverse him. But, the numbers tell the story:  233 days in AR and Inventory!!!!   And it takes ZTE over a year to pay suppliers!!!  FC Management Grade F bigly.  This company is on death watch. Recorded June 14, 2018

Vodafone will pay €18.4 for Liberty Global’s cable operations.  FutureCreators know that this is doubling down on a obsolete business model now having its Kodak Moment.  John Malone, head of L-G is exiting at the top of the market.  Smart move John!!?

European governments are doubling down on the need for so-called “champions,” companies that can compete with and beat the global top of class. FC has two questions.  Can governments do this?  Why are there no European Googles and Apples? If you apply our Management Grade calculator to the EU’s top players, the results are ugly!  Will these just be taxpayer sinkholes?

From an outsider view, we see the technology, we see high-speed rail, we see a flurry of activity but Japanese industry is in a crisis.   Japan fell off the Information Cost-Velocity Curve and missed the Information Age shift to the Cloud’s marginal cost of computing power, the biggest shape changer in history.  Is there any way back?  Will there ever be a Japanese Apple?

Because the lesson of the FC App Delivery Membrane is that anything that touches the marginal cost computing power of the cloud must be capital efficient.  Wi-Fi is the most capital-efficient element in the ADM today and, as a result, has sucked so much bandwidth out of networks that most of us hop from Wi-Fi island to Wi-Fi island.  Licensed spectrum, like 4G and 5G, is an unwieldy and immensely...

Samsung's CEO should demand that, instead of trying to sell us on the joys of 5G, his top people (like the author of this piece)  protect the company by selling carriers on revenue models that work in what is essentially a replacement service with no revenue upside.  If Samsung cannot do this, he should focus the company elsewhere for growth. ? Recorded 5/7/2018

Recorded 5/2/2018 FC’s App Enablement Rule says that App Enablement Devices must be cloud-based. Japan has stayed out of the could, even for corporate operations. No way back now.

5G wireless is DOA and here’s why. FutureCreators App Delivery Architecture says net must be capital efficient and meet Wi-Fi price performance. 5G is small cell — only 500ft reach — and must be almost as dense as Wi-Fi to work which means huge fiber costs to connect each cellWho pays? And for what market share?  25%? Recorded 5/2/2018

This deal is doomed! Why? The market has moved to Wi-Fi, Cellular is just a backup and Future Creators App Delivery Architecture don’t support the deal. Recorded 5/2/2018

Listen to Francis McInerney share the importance of keeping cash moving, and how this metric can help you guide your decision making. Recorded 4/20/2018 in Westchester County, NY

We use data from financial reports and our Future Creator rules to help determine your future as a business. Recorded 4/20/2018 in Westchester County, NY

Francis McInerney discusses how days of sales in inventory affect your management grade and long-term success as a profitable company that can scale.  

Comcast wants to by UK-based satellite TV broadcaster Sky, upending Fox’ deal with Disney. Great, but Sky does not conform to FutureCreators’ seven-part App Delivery Architecture Rule,  see FutureCreator Structure Rule 2, part 3. Unless Sky passes FC review, the deal is useless to Comcast.  No amount of help from the cabbie in the attached article will help!!  Recorded 3/2/2018 from Westchester NY

McKinsey is trying to advise some of the biggest companies in the world on productivity without explaining to them how productivity works.  These are FC Corporate Architecture Ground Rule 1 and its logical consequence, Rule 8. 1.      The velocity of information is always increasing and faster information is cheaper information.  So, as information velocities are always increasing, the cost of inf...

China is resisting FC Corporate Architecture Ground Rule 3. No organization on the planet can stand in the way of the Information Cost-Velocity impact of the Cloud’s marginal cost computing on its structure and customer interfaces.  The last great ICVC discontinuity was the 1440 printing press and it shredded every organization in Europe.  Expect much greater disruption. China will fight this to t...

Francis McInerney explains Future Creators structure rule 2 and how Panasonic has broken that rule. He talks about the Cloud in respect to Apple, the monetizing interface of that company, and what Panasonic did wrong in that respect to competition with Apple. He gives advice on what Panasonic should do to create more profits for their company and the Cloud attachment. 

Francis McInerney details the cost impact and accounting benefits of squeezing suppliers and capital management by using Boeing as an example. He shares how this company has advantages and disadvantages of using this tactic and its effects.