#7 The new tech bubble (May 14th, 2011 Full edition)
[Leaders] [Silicon Valley and the technology industry] The new tech bubble
The first article Ogawa chose is about an economic bubble in IT industry. Leading sentence is a bit exciting: irrational exuberance has returned to the internet world. Investors should be aware. It might be a fresh memory for us that IT bubble was taken place in the early 2000s. In 2010s, new kind of big branded companies, such as Facebook, twitter and LinkedIn with customers all over the world, come to be famous and taken notice of by investors all over the world. The article says this boom will become to be a new bubble but it looks like a different boom from 2000s. For example the population of netizens is wider, broadband speed is faster and investment situation is changed widely. I picked up the article is because I don’t think it already becomes the next bubble. Iino and Yamagata said it’s a bubble because SNS is not so innovative as some people passionately insist. I think this technology has a potential to change our world more than expected. The article the new boom does not have influence on wider infrastructures. I think it has a potential to innovate on media industry and publishers.
The second topic was interesting for me. As the title “Moving back to America” already shows, the article shows that American manufactures are changing their mind to “stay at home” not for a patriotic reason but for economical reasons. Companies are thinking in more sophisticated ways about their supply chains. They will build plants in a variety of places including America. The current movement was called “Manufacturing Renaissance” on this article. We discussed not only America’s situation but also Japan’s one. The earthquake and tsunami shows us a huge global supply chains connect all over the world including Tohoku rural areas. There is a hidden cost, which up keeps the chains.
The third article is about Japan’s energy policy and political situation. Every time I thought The Economist have a good insight into political atmosphere of Japan even though this newspaper comes from the UK. Prime minister Naoto Kan was a social activist when he was young. His political attitude is like a social movement. He catches “Setsuden” saving energy feeling and anti-nuclear movement of the nation and declared his new policy in front of world leaders like a social activist leader.
May 21, 2011 (SUN) 10:00~12:00
At SENDAGAYA Good Morning Cafe
OGAWA, YAMAGATA, IINO
[Leaders] [Silicon Valley and the technology industry] The new tech bubble
[Business] [Multinational manufactures] Moving back to America
[Asia] [Rethinking nuclear energy in Japan] Japan unplugged
[Middle East & Africa] [Africa’s growing middle class] Pleased to be bourgeois
[US] [Shale gas extraction] The need to be seen to be clean
A new member came to join this week. Yamagata invited Takuma Iino who works in METI to our study group. He has a great passion to study so it may create a new atmosphere to our group. Ono was absent because of his dating with a girl and two more members planned to come at the first time but they didn’t. So this week we mainly discussed three topics by three members.
The first article Ogawa chose is about an economic bubble in IT industry. Leading sentence is a bit exciting: irrational exuberance has returned to the internet world. Investors should be aware. It might be a fresh memory for us that IT bubble was taken place in the early 2000s. In 2010s, new kind of big branded companies, such as Facebook, twitter and LinkedIn with customers all over the world, come to be famous and taken notice of by investors all over the world. The article says this boom will become to be a new bubble but it looks like a different boom from 2000s. For example the population of netizens is wider, broadband speed is faster and investment situation is changed widely. I picked up the article is because I don’t think it already becomes the next bubble. Iino and Yamagata said it’s a bubble because SNS is not so innovative as some people passionately insist. I think this technology has a potential to change our world more than expected. The article the new boom does not have influence on wider infrastructures. I think it has a potential to innovate on media industry and publishers.
The second topic was interesting for me. As the title “Moving back to America” already shows, the article shows that American manufactures are changing their mind to “stay at home” not for a patriotic reason but for economical reasons. Companies are thinking in more sophisticated ways about their supply chains. They will build plants in a variety of places including America. The current movement was called “Manufacturing Renaissance” on this article. We discussed not only America’s situation but also Japan’s one. The earthquake and tsunami shows us a huge global supply chains connect all over the world including Tohoku rural areas. There is a hidden cost, which up keeps the chains.
The third article is about Japan’s energy policy and political situation. Every time I thought The Economist have a good insight into political atmosphere of Japan even though this newspaper comes from the UK. Prime minister Naoto Kan was a social activist when he was young. His political attitude is like a social movement. He catches “Setsuden” saving energy feeling and anti-nuclear movement of the nation and declared his new policy in front of world leaders like a social activist leader.
0 件のコメント:
コメントを投稿