Robots don't need an IPod Touch..

Tuesday, July 30, 2013 Francisco Carneiro 0 Comments

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The economic consequences of a human’s ability to work with a robot, and vice versa, are potentially enormous. Factories could could do away with painstakingly configured assembly lines, saving billions in equipment setup costs. Need to modify a popular product? Humanrobot
teams can create custom versions of anything from electronics to airplanes without the need for expensive retooling. The technology will allow companies to quickly respond to consumer demand, updating products in cycles measured in weeks, not years. And workers should find rewarding the ever changing challenges of the factory floor.For these reasons and more, we need to realize that robots may ultimately be more effective as supervisors, not slaves.

Humans and robots   will work elbow to   elbow on the shop foor, but you’ll be   surprised by who’s
giving the orders

By David Bourne, Scientific American, May 2013

Well I had the clear view that most of the routine jobs will slowly be replaced by machines (Taxi Drivers, Graphic design, some front office jobs, pilots, train driver's, assembly lines, etc....)

If David Bourne is right Robots one day can be better at calling the shots and this brings automation to another level! I guess besides hairdresser, personal trainer, artist, creative, Yoga teacher, horse trainer, etc... everything can be slowly replaced by machines.

What could be the implications from this

The value of producing/doing is going down
The value of creating/research/investigation is going up
The guy who builds robots is going to make money
Programming & software 
I see deflation, the cost of producing is going down and since you can produce all day long non stop the prices of everything will go sharply down
I see oversupply of almost everything besides natural resources, etc....
The value of the human touch is going up but it can't get very much out of the cost of the mechanical substitute

The question is who are you going to sell to if the potential clients have no jobs?

Robots don't need an IPod Touch....................








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No other Skill is as Important as Sales & Marketing (not sure)

Monday, July 29, 2013 Francisco Carneiro 0 Comments

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We all have different skills. But there’s one skill I feel is most crucial to entrepreneurial success. It’s the ability to sell. I scoffed at the idea of marketing and sales. As a Computer Engineer my vision of the world was “build epic stuff and the crowds will beat a path to your door”. Rubbish.

BY VISHEN LAKHIANI



Until recently i totally agree with this statement about Marketing & Sales. However these days my feeling is that we have oversupply of everything! In my view there are still 2 ways to make money

a)Do do something different (TESLA, PRADA, LVMH, Porsche etc....)
b)Be the nº1 in your space. Nº1 is the best spot, most of people go into a shop and ask, who is the top brand? (Booking.com, Amazon, Nestle, Coca-Cola,etc...)

To be good in marketing & Sales it's not enough. Even in Marketing & Sales there is oversupply. 
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As the 70's Pink Floyd lyrics said , All in all you're just another brick in the wall!

Wednesday, July 17, 2013 Francisco Carneiro 0 Comments

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Over the next 10 years, China will add about 100 million college graduates to the global economy, causing a shock to the world's skilled labor supply similar in magnitude to the shock to unskilled labor caused by China's massive rural to urban migration during the past 10 years.

Wellington Management

Nothing new here, it's obvious that the value of a college degree is already falling and it's not clear if it's a good business anymore. What to do? Be different, do something that not many people can do! Don't enroll in anything with more than 10 students!

 As the 70's Pink Floyd said , All in all you're just another brick in the wall!

 Don't be, do something different, don't let school turn you similar to thousands of other people.
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Small is not beautiful now! only in the 60's this was true

Wednesday, July 17, 2013 Francisco Carneiro 0 Comments

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The Only thing that get's better when it gets bigger is a penis

George Lois, from Papert, Koening, Lois 1964

PS I don't agree with George Lois Small is beautiful ideas. With Globalization being bigger is better to bring new business than being better. Most of people don't want to risk, what lower risk strategy than to buy the leader! On top of that the if the number one player in each industry wants to earn normal profits they can afford a product/service/price/etc… unbeatable (Amazon). 

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The Most Interesting Man in the World

Wednesday, July 17, 2013 Francisco Carneiro 0 Comments

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http://www.youtube.com/watch?annotation_id=annotation_188298&feature=iv&src_vid=0faIFKhe1zo&v=rlmwXolYH9A

 I don't always drink beer but when i do..... this is one of the best lines ever in marketing.

 I also like:

 a)His shirts never wrinkle
b)He is left-handed and right Handed
c)His business card simply says "I will call you"







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Portugal is Cheap, South Africa is cheaper

Wednesday, July 17, 2013 Francisco Carneiro 0 Comments

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No Milk Please !

Thursday, July 11, 2013 Francisco Carneiro 0 Comments

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Humans have no need to “get” milk in their diets, a relatively recent addition to our culinary mix in the grand sweep of human history. And that raises the question of the white beverage as a source of dietary calcium. Here, too, it may not live up to its billing. Ludwig and Willett point out that  bone fracture rates are higher in countries where milk is a mainstay. Other foods—leafy greens, nuts, seeds—can also fulfill needed calcium requirements.

http://blogs.scientificamerican.com/talking-back/2013/07/03/got-milk-maybe-a-recipe-for-obesity-and-cancer/

Well as the Scientific American article says the dairy industry is not going to be happy!
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1 Big Idea

Thursday, July 11, 2013 Francisco Carneiro 0 Comments

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All the tools in the world are meaningless without an essential idea

 George Lois, Mad Man

Many organizations don't have an essential idea they just try to execute well whatever they are doing. Some do best practices which is to copy the leader in the field. But the big successful organizations have 1 Big Idea. I think Amazon has one idea, it's not convenience, it's not we have everything, it's not the price, i think the big idea is: They gave perfect information about what you are about to buy. They have comments from previous buyers and they sometimes say what people that bought  that item also bought. That makes the possibility of a big mistake much smaller. That is one Big Idea that no retailer can offer. That is a big Idea that it's difficult to copy, because they have thousands of comments for each item. A New entrant can not copy them. I think for items that don't have sizes (Clothes or Shoes) Amazon is going to kill everyone.
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Success

Wednesday, July 10, 2013 Francisco Carneiro 2 Comments

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From Science is Awesome site






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Could this be true?

Friday, July 05, 2013 Francisco Carneiro 0 Comments

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Very slow moving indicator but shows that we are not overlly bulish on stock's.
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To know what to do with the info is the business

Friday, July 05, 2013 Francisco Carneiro 3 Comments

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The technological revolution under way now is not driven by energy, however. It is driven by information. A Boeing 747 or an iPhone is made mostly out of fairly common materials that are worth, at most, just a few dollars a pound. Yet the finished product sells for thousands of dollars per pound. Most of the value is in the information content. That is where the jobs and the livelihoods are going.

Ricardo Haussman

http://www.scientificamerican.com/article.cfm?id=information-driving-new-revolution-manufacturing


The value is not about getting information, is what to do with the info. Information is almost free. To know what to do with the info is extremely valuable!
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Systematic vs Discretionary

Friday, July 05, 2013 Francisco Carneiro 0 Comments

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The nice thing about systematic is, if it's done right, the intellectual property in the firm just keeps growing. If you are a fund with discretionary investment strategy and you've got a guy, who through some miracle or another can predict the market, and he leaves, then that's that. That IP is no longer in the firm.

Erich Schlaikjer Ex GS Quantitative Inv.Strategies Group. 

I think to be able to program code is a key skill now and in the future, automation will win vs case by case in almost every case. The companies who automate are winning everyhere. There is room to the personal touch but in almost everything to automate is the awy.

That is the reasons why jobs are desapeering slowly.

However, some non automated/systematic companies can also do well if they have a way of doing things and stick to it. Of course this is also a syestematic in nature.


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No one is dumb ?

Thursday, July 04, 2013 Francisco Carneiro 0 Comments

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Many people think of the brain as a mystery. We don’t often think about what intelligence is
or how it works. And when you do think about what intelligence is, you might think that a
person is born either smart, average, or dumb—either a “math person” or not—and stays that
way for life.
But new research shows that the brain is more like a muscle— it changes and gets stronger when you use it. Scientists have been able to show just how the brain grows and gets stronger
when you learn.
Everyone knows that when you lift weights, your muscles get bigger and you get stronger. A person who can’t lift 20 pounds when they start exercising can get strong enough to lift 100
pounds after working out for a long time. That’s because muscles become larger and stronger with exercise. And when you stop exercising, the muscles shrink and you get weaker. That’s why people say “Use it or lose it!”
But most people don’t know that when they practice and learn new things, parts of their brain
change and get larger, a lot like the muscles do. This is true even for adults. So it’s not true
that some people are stuck being “not smart” or “not math people.” You can improve your
abilities a lot, as long as you practice and use good strategies.


Well nothing new here , it's like in the bike. You can have the Genes to do it but if you are not trainned you bonk. If you work you inprove from one year to the next.
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You have to be able to tell clients when they don't know shit

Tuesday, July 02, 2013 Francisco Carneiro 0 Comments

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You have to be able to tell clients when they don't know shit," says Lois. "Clients don't know how to judge good work. The minute a client forces you into doing bad work--that's it--you're mediocre. You just gave up the chance to be a great designer.

 Mad Man, George Lois
I don't agree with him because except for Meteo or exact sciences the value of an expert not much bigger than the client. In Medical situations, Stock market, marketing or the economy the experts are in the same boat has the client. So what are experts for? They can avoid really big mystakes, they guarantee that the client is not far from the average.
Most of the time experts don't know shit. This is the reality. Better to listened to your clients and think together.


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