TREND REPORTS
Daily Report : AI 버블 붕괴를 경고한 빅 쇼트의 마이클 버리와 논리
[Daily Report]
2025/11/14 09:11
1. AI 버블 붕괴를 경고한 빅 쇼트의 마이클 버리와 논리Nvidia GPU의 짧은 수명과 높은 감가상각: AI 붐의 핵심인 GPU는 5년 내외의 짧은 자산 수명으로 '스마트폰'과 유사하며, 조기 노후화로 인해 막대한 AI 설비투자(연 4천억 달러)가 일회성이 아닌 막대한 반복적 비용 부담으로 작용할 것을 경고.마이클 버리의 경고와 회계적 착시: 빅테크가 서버 감가상각 기간을 3년에서 6년으로 늘려 이익을 부풀리고 있으나, 엔비디...
The AI Bubble Is Ignoring Michael Burry’s Fears
[Investing]
2025/11/14 09:10
Nvidia Corp.'s AI chips have a shelf life of perhaps five years and lose value over time, requiring customers to upgrade regularly to stay competitive.The brief useful life of the chips and generous accounting assumptions underpinning investment in them are causing concerns, with warnings that AI capex could become a huge recurring expense.There is a danger of a depreciation tsunami, with priva...
How Dyson Went From Fancy Vacuum Maker to Beauty Titan
[Business]
2025/11/14 09:09
The engineering company was famous for its vacuums and fans. Then it discovered haircare.Dyson, the engineering company renowned for its high-tech vacuum cleaners and air movement technology, has made a highly successful and improbable pivot into the premium beauty market. This new category has quickly become a core part of its business, succeeding where previous ventures, such as washing machi...
(PDF) Mckinsey - When Can AI Make Good Decisions ? The Rise Of AI Corporate Citizens
[Business]
2025/11/14 09:08
As agentic AI begins to influence decisions at scale, forward-looking organizations need to reimagine governance, trust, and operating models—or risk falling behind.Agentic AI represents not just a new technology layer but a new operating model. As autonomous AI begins to influence decisions at scale, forward-looking organizations must reimagine governance, trust, and operating models—or risk...
The Toyota IMV Origin Is a Tiny Work Truck That Comes Partially Unassembled
[Product]
2025/11/14 09:07
Toyota trotted out a new tiny truck at the Japanese Mobility Show in Tokyo on Wednesday morning. It's modular, comes partially disassembled, and is engineered with rural African areas in mind.While specific details are still forthcoming about the latest entry in the IMV Series, the nameplate should be no stranger to small truck fans. Toyota rolled out the IMV 0 Concept as a 60th anniversary eve...
Two Visions For The Future Of Ar Smart Glasses
[Product]
2025/11/14 09:06
Are you finally ready to hang a computer screen on your face?Fifteen years ago, that would have seemed like a silly question. Then came the much-hyped and much-derided Google Glass in 2012, and frankly, it still seemed a silly question.Now, though, it’s a choice consumers are beginning to make. Tiny displays, shrinking processors, advanced battery designs, and wireless communications are comin...
"It's Not a Knock-Off, It's a Dupe"
[Consumer]
2025/11/14 09:05
Fakes, counterfeit products or knock-offs are shedding their previously undesirable image and are making a comeback as highly sought-after dupes. Data from Statista Consumer Insights shows that two-thirds of surveyed Americans familiar with the concept had bought dupes in different categories before, the most popular being apparel, handbags, footwear and fragrances.The basic idea behind dupes a...
Why Is Everyone Obsessed With Accessories ?
[Consumer]
2025/11/14 09:04
From Labubu charms to stacked bracelets, shoppers are using accessories to personalise minimalist wardrobes, boosting small labels and hinting at a lasting behavioural shift. Diana Pearl joins The Debrief to unpack this trend.Colourful charms, Labubu-laden handbags and a ring on every finger – accessories sales are booming. A surge of necklace stacks, playful rings and quirky charms is being d...
Bain - The Customer Loyalty Metrics That Matter Most for B2B Companies
[Consumer]
2025/11/14 09:03
Mining customers’ perceptions of the brand, account relationships, and joint projects inform the best next actions to foster loyalty and long-term growth.Tracking metrics of customer loyalty has become a standard practice in consumer markets. But it’s less common in business-to-business (B2B) markets, even though it's at least as valuable. With business customers, spending with a provider ten...
