Damage and chance: 2014 changer
Original title: destruction and opportunities: 2014-what is Subversion?
Foreign media recently wrote an inventory of the profession changer for 2014. Article said that this year can be described as a year of traditional business models are generally subversive, new forces are destroying the original order at the same time, but also to consumers, Subversion itself and other companies enormous opportunities. Enterprise Tesla called subversive, Uber, Alibaba, millet, Lending Club, well-known technology companies such as Netflix, and some not so famous startups.
The following is the main content of the article:
Insiders believe that 2014 was “subversive” subversion of traditional business models around the world for a year.
Along with the technology innovators who have new tools, industry break down the traditional boundaries of what is happening. Amazon changed the book sales, extends to all other retail categories, now on trial by the drone ship. Apple in the music industry and the telecommunications industry caused a massive shock, now has set foot in the watch’s design and development. Airbnb founded 6 years later provided the room is one of the largest hotel groups Hilton and IHG, and more.
Of course, innovation as old as time. Subversive imagination of the enterprises and the people who create them are no different. “If I ask a customer what they want, they will say they want a faster horse. “Henry Ford (Henry Ford) in the launch of VW cars to subvert the entire car market had previously said.
And now is different from the past is that subvert the original business model around the world the scope and number of individuals and businesses. Whether it is forced self-reconfiguration of social media journalism, or change the ordered clothes, watching a movie or take a taxi way of technological progress, still allows the retailer to sell cheaper goods price increase in efficiency and subversives everywhere, everywhere.
Subversion is often destructive, will force companies to bankruptcy, has made people lose their jobs. However, with all the chips, the emergence of new technologies such as data mining, subversion, Subversion itself will also give consumers and other companies enormous opportunities.
Many enterprise called subversive of, including Tesla, Uber, Alibaba, millet, Lending Club, well-known companies such as Netflix. To count the first 7 below:
1. The Uber-challenging taxi market
Cuiweisi·kalannike (Travis Kalanick) founded the Uber application of taxi companies and taxi brings great impact, but its subversive also attracted a succession of enemies.
Uber, this is billions of dollars in global finance, it completes a number of prohibited operations and a period of massive expansion of the city. The taxi service has become synonymous with subversive force in Silicon Valley.
The company has been established for 5 years without a car it will revolutionise the taxi market. It has entered the world’s 51 countries and regions, providing services in more than 230 cities. It does so through its Smartphone applications to docking the drivers and passengers of private cars and taxis, the application of “big data” support team, to ensure that the consumer wants to take a taxi to order drivers not more than 5 minutes away.
Under the leadership of kalannike, Uber taxi or car-sharing services provided to other startups and taxi companies have caused great shock. In a new round of financing in December, it won a 1.2 billion dollar financing, valued at $ 40 billion.
These funds, so that it can service costs from the competition and the taxi companies grab more market share. It’s hugely popular and makes San Francisco taxi ride fell two-thirds in just two years. Hailo due to their inability to resist Uber London taxi application of pricing policy and withdrawal from the North American market.
Some Uber drivers also complained that due to the price decline, as they have to work longer hours to earn more money.
About Uber’s attack began to heat up. Regulators, particularly in Europe, have opened an investigation into the company’s business operations. Meanwhile, Uber, sometimes in cannibalism, mistakes one after another. In November, it says an Executive at Uber Uber correspondent shall employ investigators dig criticism of “private lives” scandal. Comments immediately triggered a tidal wave of criticism of criticism.
The incident led many to wonder: the company’s corporate culture will become its Achilles ‘ heel.
Kalannike said, in the face of resistance of the taxi driver, Uber will launch a political lobbying operations, to expand into more cities. To that end, his visitors in August, United States President Barack Obama is a former adviser to Dawei·puluo than the other (David Plouffe) served as policy Director.
“I don’t agree with Uber has an image problem. “Puluofei told the financial times that,” I can think of is that when you’re a subversive when you’re going to be criticism. ”
At $ 10 billion next year on revenue goals along the way, Uber is not content simply to fight in the taxi industry. Transport in Beirut from burgers, to hire bike couriers in New York, then to Seattle cats launched door-to-door service, it has been testing other than transportation services.
2. Ali Baba
Other than retail, Alibaba is also planning to change other industries, including financial services.
It’s Taobao transaction size nearly 300 billion US dollars in the first half of this year, can be said to have changed China’s retail sector.
But for now, the company and its competitors in industries ranging from a taxi to financial services.
Invested fast enhances efficiency by taxi with taxi drivers, balances the treasure scale as of the end of September this year has reached 534 billion yuan.
Tsai, Vice Chairman of the company in November, told the financial times that, financial and health-care services are a huge industry is technology can change, because the industry is part of the already obsolete.
But he also acknowledges that company into action by the State-run service and not as smooth as they want. He admitted that this spring introduced a virtual credit card programs are planned by the Central Bank halted, the company plans to expand into financial services market and “frustrated”.
Tsai Shung Shun said, “the Central Bank is clearly saying, ‘ let our pace will slow down a bit, let us understand that innovation is all about, let us bring about change instead of subversion. ’”
3. Diamond: targeting the African market
Diamond (Bob Diamond) may not have to subvert a market or industry, but he won’t make money toward investment in sub-Saharan Africa’s conventional wisdom has launched a strong challenge.
In 2012, the diamond because of manipulation London interbank offered rate (LIBOR), was fined after his departure to Barclays Bank. Since then, he has raised more than $ 600 million on the London Stock Exchange, take this Atlas Mara companies through his investment bank in Africa.
In addition to the United States outside of bankers, on the African continent there is a new wave of other investors, including private-equity firms such as KKR, Carlyle and include the Investment Corporation of Dubai, Singapore State-run funds, Temasek Holdings, but it seems to rival, diamond is one of the area’s most famous investors.
One African-focused investment banker pointed out that “Wall Street investors choose to invest in Africa precisely because he. He has a very high reputation. ”
December 2013, the diamond through IPO in London (IPO) to raise $ 325 million. The United States banker and Mara Group founder axishi·takaer (Ashish Thakkar) established a cooperative, Mara Group is a large conglomerate with business covering 19 African countries.
Atlas 3 deals with Mara in Africa, in countries including Botswana, Mozambique and Tanzania, started operations. Diamond has even higher hopes for the future. “Was not in the African multinational banks in the region will not be considered. It’s okay, this is the core reason we entered into the market. “He told the financial times that November.
4. the Aldi-challenging grocery market
Germany Subversion two discount stores Aldi and Lidl are grocery markets around the world–from Europe to the heart of the city, to the United Kingdom and the United States and Australia. Aldi in exploration into the Chinese market.
In the United Kingdom, Aldi and Lidl over the past 4 years almost doubled its market share. Meanwhile, four major supermarkets Tesco, ASDA, Sainsbury’s and weilianmolisen’s declining market share all.
Aldi in the United States opened 1350 stores and plans until 2018 that number increased to 2000. Lidl is also preparing to enter the United States market, brought further challenges to supermarket giants such as Wal-Mart.
Kantar Retail Director Maike·pageliya (Mike Paglia) pointed out that had a Lidl, traditional retailers will face greater competitive pressure, especially because it sells more than Aldi brands. He said, “I think that Lidl came when will cause the panic of Wal-Mart. ”
According to Planet Retail consulting sources said Lidl’s parent company Schwarz Group is Europe’s largest food retailers, sales in 2013 (including value added tax) reached 81.7 billion euros. Aldi’s total global sales of 67.4 billion euros last year.
However, traditional retailers are fighting back. In the United Kingdom, the four big supermarkets plan to spend billions of pounds to reduce commodity prices; in the United States, Wal-Mart and other supermarket chains have also set up a large number of small shops.
For now, there are signs that growth of Aldi and Lidl in the United Kingdom started to slow down, but their grocery markets globally are two powerful forces, is unlikely to change back to a small role.
5. Ford: aluminum manufacturing-selling models out of a revolutionary step
When Ford was in the United States selling F-150 the first redesign of the pickup truck versions enter the market in November, when it seems there is nothing revolutionary.
However, the car’s body is made of aluminium. You know, never before have manufacturers apply the metal with a high volume of vehicles.
This shift in materials, making the vehicle’s weight by 700 pounds (about 13%), saves fuel consumption compared to the original F-150 models 5%-22%. specific savings ratio depending on the model.
After visiting Ford’s Dearborn, Michigan plant, journalists understand the transformation of the company at great risk: it must replace arc welding facility, completely replacing it with a new machine.
This means that the risk is very high, according to estimates by some economists, after all, contributed operating profit of F-150 up to 90%.AutoTrader.com mixieer·keruibusi, an analyst (Michelle Krebs) noted that “this is a huge change. Aluminium has previously used in automobiles, but Ford is much smaller in scale. ”
Ford hopes to gain a competitive advantage through the decisive step. Its bold and innovative history dating back more than 100 years ago, Henry Ford, the founder of modern manufacturing technique.
The company believes that GM and Chrysler also will have to redesign their cars to meet the very strict new fuel efficiency standards. First manufacturer to successfully completed the transition to one winner long-term market dominance.
6. Just Eat-challenging online ordering food market
Just Eat the CEO Dawei·bateleisi (David Buttress) described himself as “anti-Cook elements”, he wanted to make a perfectly normal people don’t Cook for yourself, instead visiting the reservation application and website ordering take-out.
The United Kingdom’s largest food service provider founded in 2001 in Denmark, 5 years after moving to the United Kingdom. Now, it is already in the United Kingdom and other markets has changed the way people ordering food. It acts as a middleman hooking up hundreds of thousands of restaurants and wanted a one-stop platform for consumers in select restaurants.
In 2013, Just Eat the orders processed more than 40 million of Commission it charged on each order of 10%, annual sales of 96.8 million pounds.
For many years, it has relied on venture capital for growth. In April this year, Just Eat the successful listing, estimated at about 1.5 billion pounds.
Unfortunately shortly after the IPO the company became one of the biggest disappointments of the newly listed companies, stock prices for a number of months at below 260 pence issue price levels. However, its share price is now more than 300 pence after it released in August also showed, its revenue of $ 69.8 million pounds in the first half of this year, an increase of 60%.
Just Eat service covering 13 countries, including Brazil, and India, and Canada, but United Kingdom size up to 5 billion pounds of ordering food market remains its main source of income, contribute almost all of its profits. Globally, there are more than 40,000 restaurants into its application and Web site. They need to Just Eat to pay assigned fees.
Just Eat some analysts skeptical of the prospects, arguing that its business model can be easily copied for other companies. Given that Amazon is Seattle pilot delivery service, Just Eat cake in future may be subject to United States technology giants will remain intact.
7. Aereo
Aereo the little Subversion is not to subvert the market. The startup was founded in New York in 2012, its monthly fee $ 8 to 12 service allows the user to transfer the HD broadcast TV signals to their smartphones, tablet computers, notebooks, and connected TVs. It financed nearly US $ 100 million, mainly from Barry Diller (Barry Diller) owned by IAC. it wants to challenge the traditional television business model.
The CEO qiete·kanuojia Aereo (Chet Kanojia) told the financial times that, “we know that service is needed. We don’t know this market demand is accounted for by 30%, and is still 2%, but even 5%, it could be a very large business. ”
However, Aereo antenna device about the size of the coin thrown mainstream television broadcasters ‘ objections, including ABC, NBC and Fox. The business model of these companies has changed in recent years because they can cost charged to the pay TV provider growing. Aereo threatens their “retransmission” fees, according to SNL Kagan estimate for those expenses up to 4 billion dollars a year.
Those network Court TV request closing Aereo, claiming the service broadcast TV signals without authorization, thus violating their copyright. Aereo back saying, it offers services based on the rabbit ear antenna compared to traditional services more convenient.
In June, the Supreme Court ruled against the judgment Aereo, ask them to shut down service. IAC and then invest 66.6 million of dollars of write-downs, Aereo filed for bankruptcy protection in November.
Kanuojia said in a letter to consumers of legal and regulatory challenges “too difficult to overcome,” but also pointed out that his company “to promote the industry’s development, help bring positive changes to consumers. ”
Aereo never expose its revenue figures, but there are documents showing that the year 2013 it only more than 77,000 subscribers. CBS CEO laisi·muenweisi (Les Moonves) said the service “has caused great concern, but not many people are actually using.” (translator: Le Bang)