What I read this week...
Week 100
STRATEGY & MANAGEMENT
Is Pepsi losing its pop? (Finshots)
Apple and the Ghosts of Companies Past (Stratechery)
YouTube wants to monetize its growing TV dominance with AI-powered ad formats (Sherwood)
“Some are even predicting that it will soon surpass Disney to become the biggest media company in the world. In fact, YouTube’s ad business alone is already bringing in close to the massive total revenues that behemoth Netflix has been notching…”
Microsoft laying off about 6,000 people, or 3% of its workforce (CNBC)
INDIA
I Found A Shocking Report on E-Commerce In India! (Breakdown)
India Insights by IndiaQuotient – June 2024 (IndiaQuotient) - 174 page report
Where is India in the smart home race? (Nikhil Kamath)
Accenture’s latest offering in the wake of AI: Survival as a Service (The Ken)
“…unlike other management consultancy firms, Accenture uses its consulting work as a gateway to more downstream solutions in technology and L&D. This allows it to subsidise its consulting services, since it’s sure of making up the shortfall through successive services… In an age of constant job reinvention, Accenture has zeroed in on its goal—stay relevant by providing the tools for employers and employees to themselves be relevant…”
Why are FMCG companies suddenly obsessed with protein? (Finshots)
Strategic Musings
“If you can get your work life to where you enjoy half of it, that is amazing. Very few people ever achieve that.” - Bezos
Caught my eye…
