Dingolay
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dingolay.bsky.social
Dingolay
@dingolay.bsky.social
Citizen of nowhere and loving what the world has to offer. Thus interested in Energy Transition, Politics, Economics and the occasional business deep dive.
I guess you can add Renault to this story: had their copy of the MiEV and the successful Leaf.
But being a 1st mover often isn't a winning recipe (see Google vs Yahoo, iPhone vs BB/Nokia, etc)
May 12, 2025 at 9:44 AM
In fairness, as you also made transparent, they outperformed their ex-parent Pfizer. So I'd give them some slack that they first have to find their way / own DNA. Speaking of DNA, pet pharma is much less regulated so they might start frontrunning human medicine and earn from passed on IP as well
May 9, 2025 at 5:55 PM
I had an Alberta oil exec telling me five years ago how their industry is suffering because of Trudeau, and the US oil doing great since Trump. That fracking and the related expansion started with Obama was a detail he ignored, joint up with the high unit costs of oil sands ... Bloody facts!
April 19, 2025 at 5:27 PM
Loved the article! That's what I have a subscription for :-)
March 13, 2025 at 10:09 AM
Generally speaking populism strives by asking 'valid' questions, without going into solutions that deal with the actual complexity.
Add to this the dislike in the US for 'shades of gray' and you get simple black/white answers to complex questions.
March 3, 2025 at 1:32 PM
Total, and on smaller scale Eni, show that there is a middle ground that is possible.
The challenge at BP was claiming 15% ROACE in RE when nobody knows how. The proper argument would be: less risk, less capital return.
But that takes us to the investors who simply don't want it ...
February 27, 2025 at 10:43 PM
Best use of a system that wasn't integrated into a holistic air defense anyways.
Ireland will need to review systems beyond the Manpads they have, and of course, the RAF air cover.
February 24, 2025 at 3:38 PM
I'm highly inclined on switching to proton drive. The only thing that keeps me from doing it, is the fear of lacking ease of integration and manual sync needs. Is that justified or can it easily be done (Android platform)?
February 24, 2025 at 10:32 AM
It's the dot_com bubble all over again, isn't it? The major impact and value gains is correct but picking the winner very difficult. Thus spray and pray for investors ...
February 18, 2025 at 4:13 AM
Such a repeat story all over Europe. Busiest shopping street of Dublin? Grafton, car free. Zurich: Bahnhofstrasse, ditto.

It's actually a mystery how the loss of business narrative is still used!
February 1, 2025 at 5:21 PM
Fiat currency clearly made trade more efficient versus barter and the energy need is quite low.
The point of Hauke is on usability and energy need. So sticking to this criteria, Bitcoin simply does not score well.
January 31, 2025 at 10:08 AM
That's the problem isn't it? Either it's digital gold which is useful for investing/trading or it's a practical payment solution, which it isn't. Thus a lot of energy is used for wealth allocation but not creation.
January 31, 2025 at 8:27 AM