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The Great Pricing Shift: How AI Is Breaking Traditional Revenue Models

------ 1. The Great Pricing Shift We're witnessing something unprecedented in business history: a fundamental reimagining of how comp...

Wednesday, August 24, 2022

NBN - Threats to Fibre Revenue Stream

NBN - Threats to Fibre Revenue Stream from 5G, Idle Network, Space Technology Driven Disruptors like Starlink and Kuiper 


 



Highlighting > 2Mn services are  <=25Mbps and 82% of services are on <=50 Mbps.
Today the avg speed is 52 Mbps













Loss Making to Continue for another 2 Years 






Disclaimer: All discussed thoughts & opinions are my own & not that of my employer/others

Monday, August 22, 2022

Digital Transformation Spectrum - 2011 to 2022

Digital Transformation Spectrum - 2011 to 2022 

  • Sales Trigger has evolved with the Evolution of the Digital Transformation Journey from early 2011 to post-COVID. 
  • The spectrum of Primary Sales and Transformation Triggers is highlighted below.



This is my 1st draft of the digital transformation spectrum, keen to get some feedback.


Core Components and Enablers



Digital Transformation - Economic Model



Digital Transformation - OPEX Lens from Efficiency Dividend to Enabling Revenue Generation  




Digital Transformation - Pathways




Digital Transformation - IT Services Landscape  







Sunday, August 21, 2022

Weekend Reading

Weekend Reading 

Why Bioscience can change the world

“Eric Schmidt…thinks the next big thing is the “bioeconomy”, not the internet. This catch-all label, Schmidt explained to me at the Aspen Ideas forum last month, describes “the use of biological processes to make use of things that we consume and manufacture… advances in essentially molecular biology… plus advances in AI have allowed us to do new techniques and grow new things.” Helpfully, he listed a few innovations this economy might include: new plastics that naturally degrade without polluting water, “biologically neutral” cement that does not hurt the environment, soil microbes that reduce fertiliser use, soy-based roof-coating that reduces urban heat and, my favourite, compostable dining ware such as edible forks. Put another way, the bioeconomy is based on stuff that is grown using synthetic biology.”










What Students need to learn in school but dont get exposed to or taught:

Dear students, please learn the following in your school days :

  1. public speaking 
  2. writing well 
  3. storytelling (see 1-2) 
  4. personal finance 
  5. critical thinking (not cynicism) 
  6. active listening (hear unsaid) 
  7. networking (trust and giving) 
  8. good customer service 
  9. how to sell 
  10. to fight against entitlement 

Saturday, August 20, 2022

IT and Digital Sales Business Case Drivers - Single Page View

IT Sales Business Case Drivers - Single Page View

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The nature of the IT Industry has evolved in a post-digital era. Today, IT is primarily divided into 2 domains: Traditional (including legacy) and Digital. 

Traditional technology and domain are about cost management, risk mitigation and functional fulfilment, whereas Digital is about revenue protection and generation (demand generation), taking risks and creating new seamless experiences. 
With this segmentation of IT and its business function in play, the positioning of Sales Business Cases and Calibrating triggers has changed in the Digital Era. 

Key factors to influence are highlighted below: 
  • Growth Enabler 
    • IT is Linear 
    • Digital is Exponential 
  • Complexity Resolution 
    •  IT is about Predictability 
    •  Digital is through Resilience, Adaptability, Scale 
  • Competition 
    • IT - against the Companies 
    • Digital - against the Companies and their Ecosystem 
  • Spending 
    • IT - CIO driven 
    •  Digital - CXO, BU Head and CDO driven 
  • Economics 
    • IT - Increase in Marginal Cost leads to an Increase in Marginal Revenue 
    • Digital - minimal increase in Marginal Cost leads to higher Marginal Revenue (true network effects and platform economy to be in play) 
  • Pricing 
    • IT (Commodity) - Price is the key driver, as long as the Risk of doing business is minimal and Functionality is fulfilled 
    • Digital (Premium) - Price is not the key; it is Agility, Scale, Resiliency and CX. 
    • Saying “No” to price discounts or relief, and to being pressurised for work, is key to maintaining premium positioning. 
  • Insights 
    • IT - know their problems and look for bargains; operational insights are valuable.
    • Digital - needs Commercial Insights, not Thought Leadership (it's a commodity now).
  • Roadmap Know How 
    • IT - IT Strategy is driven by Business Strategy. 
    • Digital - Corporate Strategy spectrum and then Business Strategy. 
  • Commercial Engagement 
    • IT - MSA or BSA driven 
    • Digital - 30 to 40% reduction on MSA or a skeleton of MSA being leveraged, in some cases, non-existent
First published on LinkedIn 
Source: Gartner