Monday's Musings: Extreme EBIDTA or Rapid Growth?

May 10, 2021

Think and Act Like A Digital Giant

No matter how big your company, you’ll need to convince your shareholders or private investors to keep financing your long-term strategy for market dominance, even when the short-term gets rough.

This won’t be easy, but it can be done if you craft the right message for your investors.

We’re starting to see signs of a mindset shift among institutional investors, who are seeking more of a balance between profit and growth instead of demanding extreme EBITDA from incumbents and superfast growth from startups.

One key is to maintain at least some level of short-term profit while investing in your business for the long term. That will reassure investors that you’re not on a doomsday financial path, like WeWork or Snapchat.

Examples of successful companies that I break down in my book, “Everybody Wants to Rule the World,” include @DenaliTherapeutics and @TaurRX, which are financed by sovereign wealth funds in longer-term investment horizons. These funds open up networks and come with deep pockets. Other examples include @MukeshAmbani at @RelianceJio who bet big on digitization in India with highly competitive WiFi and mobile access rates.

Cupertino Ray Wang Ray R Wang @constellationr 13 inch 2020 5nm Adobe Creative Cloud Apple Apple BigSur OS Apple Computer Apple M1 Chip Apple Silicon Apps Strategy ARM chips BigSur Chief Creative Officer Chief Customer Officer Chief Digital Officer Chief Financial Officer Chief HR Officer Chief Information Officer Chief Marketing Officer Chief People Officer Chief Procurement Officer Chief Security Officer Chief Technology Officer CIO CMO computing Constelaltion Research Constellation Research DRAM enterprise applications enterprise apps Enterprise apps strategy Enterprise Software FaceTime HD Camera Force Touch Trackpad GPU IPS Technology laptop M1 MacBook Air MacBook mini MacBook Pro macOS Neural Engine Product Review R R "Ray" Wang; Rosetta 2 rwang0 Software Software Insider SoftwareInsider Touch Bar vendor strategy x86-64 Intel @elonmusk Belt and Road China Culture of Abundance data policies digital avatars Dion Hinchcliffe Dr. David A Bray Elon Musk European Union Geo Tech Center GeoTech human rights Joe Biden Monday's Musings Privacy Privacy Rights Space Race The Atlantic Council Video @serviceNow #digital acquisition acquisitions AI ambient experience ambient experiences artificial intelligence business graph CDO CEO Chief AI Officer Chief Analytics Officer Chief Data Officer Chief Executive Officer Chief Information Security Officer Chief Innovation Officer Chief Revenue Officer Chief Sales Officer Chief Service Officer Chief Strategy Officer Cloud COO CTO customer experience Digital acceleration Digital Business digital transformation disruptive business models Dr. Yoshua Bengio dynamic feedback loops Element AI Enterprise event driven architectures events Jean-François Gagné mergers mergers and acquisitions microservices Montreal News Analysis personalization at scale precision decisions Celonis CHRO Digital Disruption digital feedback loops DigitalBiz digitaltransformation excecution management system execution capacity Integromat process mining @dhenschen @dionhinchcliffe @holgermu @lizkmiller @lnfrance @steve_lockstep #CCE2020 Accenture Adobe Amazon Amazon Web Services Amit Bendov ARM Ascension Heatlh BlueJeans C-Suite C3 IOT C3.ai cfo Chief Collaboration Officer CISO com Constellation Connected Enterprise CXO CyberX data warehouse Enterprise Awards Eric Yuan Gong Google Google Cloud Google Cloud Platform hybrid cloud IBM IBM Cloud Infor Infosys Infosys Live Enterprise Koch Industries Microsoft Modern Computing Alliance nVidia Okta Oracle partnerships Pre-recorded virtual events Research Report Royole SalesForce.com Segment Slack SmartSheet Snowflake Sridhar Vembu Thomas Siebel TikTok Twilio UKG Ultimate Kronos Group Ultimate Software Verizon Verizon Business video meetings Work.com Workfront Yellowbrick Zoho Zoom #2021 #CES2021 8K Augemented Reality autonomous vehicles Bosch CES China virus CL connected devices Consumer Electronics Show Consumer Technology Association COVID-19 Cyber security display technologies disruptive technologies disruptive technology Electric Vehicles enterprise class Environmental environmental sustainability event report extended reality Hisense intel Intel Corporation Kohler las vegas Lenovo LG LG Chem Magma Mercedes Mercedes Benz mixed reality mobile apps MobileEye Omron Pansophic Systems Philips Rendever Samsung Schneider Electric Skyworth smart buildings Smart homes @rwang0 @tesla Tesla @apple 2021 @microsoft Satya Nadella Tim Cook Digital giants Stock Equities Insider Associates Equity Market Talking Points Clubhouse @joinclubhouse Paul Davidson Rohan Seth @pdavidson @rohanseth R 'Ray' Wang social media marketing B2C B2B Ford Motor Company Google David McClelland Thomas Kurian Automotive Data Driven Digital Networks Wars ML machine learning Apple Car Play new business models digital 5G best practices use cases Stocks @google $GOOGL Alphabet @amazon @awscloud big tech post pandemic pandemic winners RPA autonomous enterprises automation robotic process automation finance CX HCM planning ERP Commerce bitcoin MIcroStrategy Michael Saylor Ross Stevens Cryptocurrency value exchange decentralized finance defi enterprise bitcoin blockchain @microstrategy @michael_saylor @accenture #TechVision2021 Technology Vision @pauldaugh Paul Daugherty Michael Biltz Marc Carrel-Billiard Stack Strategically MIrrored World I Technologist From me to we Anywhere Everywhere IT Services leaders wanted @sundarpichai @finkd Mark Zuckerberg Sundar Pichai Australia #EWTRTW Canada Facebook @facebook State vs Big Tech jounralism @dcnext Digital Content Next content providers Business Models digital monetization @DisrupTV AirBnB @airbnb Door Dash @doordash Shopify @shopify Etsy @etsy Docusign @docusign Matrix Commerce Digital signatures marketplace stock picks investors #RuleTheWorld Digital Duopolies decision velocity data driven digital network data supremacy signa intelligence account superemacy long term mindset long view mainframe Fujitsu Broadcom open source IT security IBM Z IBM Z15 hardware Fujitsu GS21 @wipro Wipro @tdelaporte Thierry Delaporte @rpremji Rishad Premji Capco @capco @ITservices BFSI UK Bangalore energy oil and gas Commodity Trading financial services Banking Insurance #DigitalGiants Tech IPO SPAC Direct Listing Market Analysis AppLovin Ascensus Coinbase Coupang Instacart Nextdoor Robinhood Roblox Starlink Stripe @coupang South Korea Digital Giant #DigitalGiant e-commerce IPO Bom KIm Chaebols Goldman Sachs Allen & Company JP Morgan Securities Citigroup Global Markets alibaba Baidu JD.com Tencent Coupang Pay Rocket Fresh Rule The World digital business models Everybody Wants To Rule The World Digital Leaders chief human resources officer chief supply chain officer Insider Asssociates @googlecloud Industries Board Lori Mitchell-Keller Carie Tharp retail Joe Miles healthcare life sciences Derek White George Nazi telecom media Entertainment Gaming Dominik Wee manufacturing High Tech supply chain logistics Hans Tealbauer Todd Schroeder public sector DPO Ethereum Brian Armstron Fred Ehrsam $Coin #everybodywantstoruletheworld #extremecapitalism #transformation Insdier Associates Extreme Captialism loyalty Duopolies pace of change Consolidation monopoly duopoly Airlines Long-term strategy big idea innovation Honeywell SAP Binance Dogecoin Ripple XRP Tether Cardano Cryptocurrencies Extreme Capitalism Capitalism #capitalism #digitalage #investors EBIDTA growth leadership