Value Migration is something that all industries have to cope with.The challenge is to Steer the Current whilst creating the Playbook for the Future! MR Players need to find their Value Arbitrage to thrive!
2. +
The Middle
Environmental forces shape the pressures that come to bear
on an industry
Players originally migrate to the middle in pursuit of a
superior value proposition and an eventual ambition to move
to the top of the value chain.
But the middle becomes over-crowded as it is the
most attractive space in the short term. With the
lowest entry barriers.
Muder Chiba
Outcomes and Causal factors
intertwine to create the vortex
3. +
The Players Dilemma
Market Players contribute to the collapse by :
Staying too long in the middle
Outsourcing away the craft skills
Pipe-dreaming the High Value-end
Chasing short-term profit humps
Commoditizing their brands
Mis-reading value migration pathways
Muder Chiba
Playing the Current whilst creating a
Playbook for the Future
11. +
Muder Chiba
For new corporate giantssuch as
Google and Facebooka concern with
steering value their way seems to have
underpinned their strategies. These firms
do not compete in a sector; they
work on a sector, they shape their sector.
They do not offer a value proposition; they
push value to their part of the ecosystem.
https://hbr.org/2013/07/how-to-drive-value-your-way
Shape the Future
12. +
Muder Chiba
Shape the Future
I skate to where the puck is
going to be, not where it has
been.
- Wayne Gretzky
13. +
Action
1.Map your Value
2.Visualise Future
Value flows
3.Arbitrage specific
Positions
Muder Chiba
Where is your Value Arbitrage ?
Shape the Future