麦格里-全球-科技行业-全球科技巨头：沸水里的青蛙？

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1、GLOBALGlobalTechGiants‘Notlongago,beingthebossofabigWesterntechfirmwasadreamjob.AstheFrogsinboilingwater?billionsrolled-in,sodidtheplaudits:Google,Facebook,AmazonsandothersThelatestEconomistcovershowsuneasinesswithtech…weremakingtheworldabetterplace.B

2、ythetimetheEconomist(thatparagonofconventionalwisdom)placestechTodaythesecompaniesareaccusedofbeingBAADD–big,anti-competitive,giantsonitscover,itisclearthatdiscomfortwithtechdominancemusthaveaddictiveanddestructivetodemocracy’penetrateddeeply.Thequesti

3、onhoweveriswhetherafteradecadeofTheleadarticleintheEconomist,debates,wehavereachedthestagethatgovernmentsandregulatorsare20thofJanuary2018finallyreadytopushback?Afterall,ithasbeenclearforyearsthatGoogle,FacebookandAmazonhaveeffectivelybecomegatekeepers

4、tokeysocietalMSCIUS&MSCIUSIT&TechSector–functions,suchasdisseminationofviews,publishing,anddistributionwhileROE(%)–ITROE’sareconsistentlyalsoemergingasindispensabletoolsforsocialinteractions.Theymarshalabove25%-30%vs.closerto13%-15%freeinformationfromc

5、onsumersandbusinessesandcommercializeitviaforMSCIUSexITmarketingandadvertisingchannels.Also,Amazonmorethananyoneelsehasbeenresponsiblefordestroyingconventionalretailmodels.30.025.0Thesecompanieshavebeenundoubtedlythekeyfacilitatorsofsocietaldisruption

6、andthereisalsogrowingevidencethattheyemptypublic20.0discussionspace,polarizeopinionsandreducemarginalcostsacrossvarious15.0jobsandprofessions.Andyet,anybodywhohasspenttimecommutingto10.0workknowshowaddictivetheseservicesare,astheypreyonhumanurgeto5.0co

7、nnect.Togetherwithgaming,thesetechgiantsareincreasinglycreatinga0.0generationthatisaddictedtovisualstimuli.Thehumanbrainisnotwiredfor0032200420052006200720082009201020112012201320142015201620172018readingbutitisstronglybiasedtoimagesandquickresponse.He

8、ncegamingMSCIUSITMSCIUSaddictionsandcreepingsocialisolationisbecomingthedominanttrend.Source:Bloomberg;MacquarieResearch,January2018…buttherearelimitedthingsthegovernmentscandoWhatcanthegovernmentsdo?WhileonereadsalotabouttheneedtoMSCI