#competitiveadvantage

Posts mentioning hashtag #competitiveadvantage

Below are all the posts — topics as well as replies — that mention the hashtag #competitiveadvantage.

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SpaceX/ Starlink threat to legacy carriers

Anyone with half a brain knows that Starlink is no longer just a rural internet fix. With 9.2 million paying customers ($10B in annual rev), and direct-to-cell satellites already working on standard smartphones, SpaceX is building a parallel network that bypasses carriers like ours entirely. Oppenheimer recently flagged it as a threat to the entire $1.6 trillion US communications industry. Legacy carriers spent decades owning and building the costly infrastructure. SpaceX just launched its own.

SpaceX is going scotch earthed and VZ will be roadkill!

#Satellite #Telecom #Competition #CompetitiveAdvantage #Strategy

Honest question in OBO and farm out

I see we just farmed out 10% of our Trinidad block to Oxy. I have wondered for a long time what the point of this and OBO is. I understand the idea of risk sharing but how are we supposed to have better returns than our competitors when so many of the projects we do are with them? Wouldn’t it be better for us to do 100% out own projects?

#OilAndGas #Partnership #Risk #CompetitiveAdvantage

Future of CNE

Wondering how many CNE folk are trying to jump ship this round. Should be a good indicator of how close we are to sinking that boat. We were slow to jump in after BP and Shell had first tried to float their low carbon, low IQ portfolio’s. BP threw their ambitions overboard with thier CEOs, as they were going “too fast too soon”. Perhaps we will continue to be followers in the wake of our cross Alantic competitors.

#Attrition #CompetitiveAdvantage