Systems Leadership: Carl Ice, CEO, BNSF Railway Company (video)

Carl Ice, CEO, BNSF

BNSF (domain: BNSF.com) moves 15% of the tonnage of all products between cities in the United States, said BNSF CEO, Carl Ice. Technology is rapidly changing most parts of their business, from logistics to locomotion to dispatch centers. "We can move one ton of freight over 500 miles on one gallon of diesel fuel. The locomotives are basically moving data centers."

During his visit to the Systems Leadership class on May 31, 2018, Ice discussed with Lecturer Robert Siegel how BNSF is working to expand customer outcomes and redefine what it means to be a railroad. Stanford Graduate School of Business video above originally published Jun 11, 2018. Read more takeaways on medium.com.

BNSF's Logistics Park Kansas City (LPKC) Intermodal Facility in Edgerton, Kan

Winter operations in Flagstaff after record snowfall

A BNSF double-stack intermodal train emerges from the wintry haze at Flagstaff, Arizona, on Thursday, Feb. 21, 2019. BNSF’s important Southern Transcon route passes through Flagstaff, which received a record 35.9 inches of snow on Thursday, Feb. 21, 2019. BNSF employees kept the trains running! BNSF Railway video above published Feb 24, 2019.

BNSF Railway (2009)

The BNSF Railway Company is the largest freight railroad network in North America. One of eight North American Class I railroads, BNSF has 44,000 employees, 32,500 miles of track in 28 states, and more than 8,000 locomotives. Parent organizations: Berkshire Hathaway, Burlington Northern Santa Fe, LLC. Headquarters: Ft. Worth, Texas.
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Allcargo Logistics Wants To Go The Uber Way In Shipping (video)

Allcargo Logistics Wants To Go The Uber Way

The biggest Indian cargo company, All Cargo Logistics (domain: allcargologistics.com) wants to build an Uber for shipping. BloombergQuint video above published Apr 30, 2018.
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Qualcomm $QCOM, NXP, Apple $AAPL, Trump & China: The Path Forward

$QCOM shares UP 5.2% since end of October 2017 (dividend 4.25%), in spite of the Broadcom bust by Trump

It's been a turbulent environment for Qualcomm (NASDAQ: QCOM) (domain: Qualcomm.com) and its shareholders, on various fronts:

• Trump issues order blocking Broadcom takeover of Qualcomm, citing national security | TheVerge.com Mar 12, 2018

• China Pushes Qualcomm to Protect Local Companies in NXP Deal | Bloomberg.com Mar 20, 2018.
• China Started the Trade War, Not Trump | WSJ.com Mar 23, 2018: "If there’s a trade war between the U.S. and China, don’t blame Donald Trump: China started it long before he became president. Even free traders and internationalists agree China’s predatory trade practices ...."  
• Qualcomm: A Fearful Aftermath | SeekingAlpha.com Mar. 19, 2018: "Looking across all three major issues for Qualcomm going forward, namely the NXP acquisition, 5G launch, and the legal dispute with Apple, there are substantial concerns and uncertainties hanging over each ... a majority of Qualcomm's institutional holders are frustrated with the level of earnings and share price performance achieved by the current board over the past four years" (links and emphasis added).
• On top of everything else, Qualcomm's former chairman, Paul Jacobs, wants to take Qualcomm private.
• On Friday, Qualcomm shareholders re-elected the board of directors with only "tepid support"--Reuters.com March 23, 2018.
• Qualcomm CFO George Davis told shareholders at the Friday meeting that Qualcomm's offshore cash was needed in connection with the $44-billion acquisition of chip maker NXP Semiconductors NV NASDAQ: NXPI, (pending clearance from Chinese regulator MOFCOM), and therefore could not be distributed to shareholders via dividend.

And finally, in spite of Trump's national security concerns, it is clear Qualcomm has deep relationships with the government of China and Chinese companies such as Huawei, which Broadcom pointed out in the following infographic (pdf) filed with the Securities and Exchange Commission in Washington, DC:

Opinion and Analysis: what's the best path forward?

Apple (NASDAQ: AAPL), which has the cash, buys Qualcomm. No major Silicon Valley company has more credibility than Apple, with either the Trump administration or China, as US Treasury Secretary Steven Mnuchin will attest:

Glad to visit @Apple HQ with @tim_cook. Thank you for your commitment to invest 350B in USA! #TaxCutsJobsAct pic.twitter.com/TasRA55smG

— Steven Mnuchin (@stevenmnuchin1) March 16, 2018

Yes, it would be a big step in vertical integration which Apple's major global competitors, including Samsung and Huawei, have been pursuing for some time. It would also provide a future profitable growth trajectory for Apple and its shareholders. Apple CEO Tim Cook, a global logistics and supply chain expert, could pull it off:

Apple's Tim Cook calls for calm on China, US trade: China Development Forum | cnbc.com Mar 24, 2018: "Apple CEO Tim Cook called for "calm heads" and more open trade amid rising fears of a trade war between the United States and China. "I'm cognizant that in both the U.S. and China, there have been cases where everyone hasn't benefited, where the benefit hasn't been balanced," Cook said. Cook was speaking at the annual China Development Forum in Beijing."

-- John Poole, editor, DomainMondo.com (Disclosure: I own no shares in any of the companies mentioned in this post and no plans to initiate any positions within the next 72 hours.)

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How a Steel Box Changed the World: A Brief History of Shipping (video)

How a Steel Box Changed the World: A Brief History of Shipping

As the container shipping industry continues to boom, companies are adopting new technologies to move cargo faster and shifting to crewless ships. But it’s not all been smooth sailing and the future will see fewer players stay above water. Wall Street Journal (wsj.com) video above published Jan 24, 2018.

The #PanamaCanal connects 144 routes and 1,700 ports in 160 countries, providing reliable and efficient service to the maritime industry. pic.twitter.com/9Le1P3OLK3

— Panama Canal (@thepanamacanal) November 24, 2017

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How Postmates Plans to Take on Amazon (video)

How Postmates Plans to Take on Amazon:

Bloomberg.com video above published Nov 8, 2017: Bastian Lehmann, Postmates Inc. chief executive officer, discusses the company's strategy for competing against Amazon.com Inc. He speaks with Bloomberg's Emily Chang on "Bloomberg Technology."

Postmates  (domain: postmates.com) is a logistics company that operates a network of couriers who deliver goods locally. Postmates' competitors include Amazon.com, Uber.com, Lyft.com, Waiter.com.

• CEO: Bastian Lehmann (2011–)
• Headquarters: San Francisco, CA
• Founded: May 1, 2011
• Motto: "Everyone's Favorite Delivery Service"
• Founders: Bastian Lehmann, Sean Plaice, Sam Street

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Monday: Amazon.com, Inc. + Whole Foods, Immediately Lower Prices

Amazon Says They Will Lower Whole Foods Prices On Monday

Video published Aug 25, 2017: Fresh food is the one thing Americans have traditionally resisted buying online, but that may change with Amazon’s purchase of Whole Foods, which is expected to bring price cuts and a fresh food makeover. NBC.com’s Tom Costello reports for TODAY from a Whole Foods store in Bethesda, Maryland.

Amazon.com, Inc. $AMZN expects to close on its $13.7 billion acquisition of Whole Foods (domain: WholeFoodsMarket.com) on Monday, August 28, 2017, and plans to slash prices on popular items immediately after the closing.

In addition, Amazon and Whole Foods Market technology teams will begin to integrate Amazon Prime into the Whole Foods Market point-of-sale system, and when this work is complete, Prime members will receive special savings and in-store benefits. The two companies will invent in additional areas over time, including in merchandising and logistics, to enable lower prices for Whole Foods Market customers.

Jeff Wilke, CEO of Amazon Worldwide Consumer: “We’re determined to make healthy and organic food affordable for everyone. Everybody should be able to eat Whole Foods Market quality – we will lower prices without compromising Whole Foods Market’s long-held commitment to the highest standards. To get started, we’re going to lower prices beginning Monday on a selection of best-selling grocery staples, including Whole Trade organic bananas, responsibly-farmed salmon, organic large brown eggs, animal-welfare-rated 85% lean ground beef, and more. And this is just the beginning – we will make Amazon Prime the customer rewards program at Whole Foods Market and continuously lower prices as we invent together. There is significant work and opportunity ahead, and we’re thrilled to get started.”

"Here’s what will be new in Whole Foods Market stores on Monday and what customers can expect over time as the two companies integrate:

• Starting Monday, Whole Foods Market will offer lower prices on a selection of best-selling staples across its stores, with much more to come. Customers will enjoy lower prices on products like Whole Trade bananas, organic avocados, organic large brown eggs, organic responsibly-farmed salmon and tilapia, organic baby kale and baby lettuce, animal-welfare-rated 85% lean ground beef, creamy and crunchy almond butter, organic Gala and Fuji apples, organic rotisserie chicken, 365 Everyday Value organic butter, and much more.

• In the future, after certain technical integration work is complete, Amazon Prime will become Whole Foods Market’s customer rewards program, providing Prime members with special savings and other in-store benefits.

• Whole Foods Market’s healthy and high-quality private label products—including 365 Everyday Value, Whole Foods Market, Whole Paws and Whole Catch—will be available through Amazon.com, AmazonFresh, Prime Pantry and Prime Now.

• Amazon Lockers will be available in select Whole Foods Market stores. Customers can have products shipped from Amazon.com to their local Whole Foods Market store for pick up or send returns back to Amazon during a trip to the store.

"This is just the beginning – Amazon and Whole Foods Market plan to offer more in-store benefits and lower prices for customers over time as the two companies integrate logistics and point-of-sale and merchandising systems.

"Whole Foods Market will continue to grow its team and create jobs in local communities as it opens new stores, hires new team members, and expands its support of local farmers and artisans. The company will maintain operations under the Whole Foods Market brand, preserve its high standards and commitment to providing the finest natural and organic foods, and continue to source from trusted vendors and partners around the world. John Mackey will remain as CEO and Whole Foods Market’s headquarters will stay in Austin, Texas." [source: Amazon Press Room - Press Release]

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Brookfield Property Partners $BPY CEO on the Impact of E-Commerce

Brookfield Property CEO on the Impact of E-Commerce

Video above published Aug 18, 2017, by Bloomberg.com: Brookfield Property Partners CEO & Brookfield Asset Management Senior Managing Partner Brian Kingston discusses e-commerce, Amazon, logistics, supply chains, warehouses, with Bloomberg's Erik Schatzker.

• Domain Name: bpy.brookfield.com

• Stock exchange: symbol  |  NYSE: BPY

 source: Statista.com

E-Commerce Drives FMCG (fast-moving consumer goods) Industry Growth in the U.S. (see chart above, despite the fact that e-commerce accounts for less than 15 percent of total sales for most FMCG categories in the U.S.). FMCG sales at brick-and-mortar stores in the United States declined by $3 billion in the first quarter of 2017, according to Nielsen.

Brookfield Property CEO Says Don't Count Retail Out

Video above published Aug 18, 2017, by Bloomberg.com: Brookfield Property Partners CEO and Brookfield Asset Management Senior Managing Partner Brian Kingston discusses the state of retail and contrarian investing with Bloomberg's Erik Schatzker.

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Online Grocer Ocado Does It Better Than Amazon + Whole Foods? (video)

Tim Steiner, CEO of OCADO explains why Ocado does better than Amazon

Video above published Mar 29, 2016: At E-Commerce One-to-One Monaco, Tim Steiner, the co-founder of Ocado, a world leader in online groceries, talks customer service, robots and logistics.

Ocado Group PLC, or just "Ocado," is a British online supermarket. In contrast to its main competitors, the company has no chain of stores and does all home deliveries from its warehouses. Ocado is the world’s largest online-only grocery retailer. Customers place orders online and then Ocado picks and packs them in huge automated warehouses, the largest of their kind in the world, before delivering them to customers’ kitchen tables in one hour delivery slots. Ocado has been voted the best online supermarket in the UK by Which? 

• Principal domain: ocado.com (ocado.co.uk redirects to ocado.com)

• Headquarters: Hatfield, United Kingdom; Founded: April 2000

• CEO: Tim Steiner (Jan 2002–)

• Revenue: 1.271 billion GBP (2016)

• Founders: Tim Steiner, Jason Gissing, Jonathan Faiman

• Subsidiaries: Ocado Retail Limited, Speciality Stores Ltd, MORE

Ocado | Google Cloud Platform | cloud.google.com: "... Ocado migrated nearly all of its business information — currently more than 100TB of data — to Google Cloud Platform in order to knock down silos and enable advanced data analytics which in turn could improve customer service, empower its supply chain, speed decision-making and reduce costs."

The company's shares started trading on the London Stock Exchange on 21 July 2010 and Ocado is currently a member of the FTSE 250 Index.

Stock exchange: symbol  |  LON: OCDO

Note: 301.20GBX=US$3.93 (Aug 8, 2017)

Twitter: @Ocado

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Maureen Mullen: Understanding Disruption and Innovation (video)

Maureen Mullen - The Innovation Class

Video above published Jul 26, 2017: As Co-Founder and Chief Strategy Officer at L2 (domain: L2inc.com), Maureen Mullen co-authored the L2 Digital IQ Index methodology and oversees L2 Research and Strategy. She has led C-level engagements for L2 members including Procter & Gamble, L’Oréal, LVMH, Nike, Unilever, and many others. Prior to L2, Maureen was a consultant at Triage Consulting Group, where she led managed-care payment review projects for hospitals including UCLA Medical Center, UCSF, and HCA. Maureen holds a B.A. in Human Biology from Stanford University and an M.B.A. from NYU Stern.

The L2 Digital Leadership Academy, led by faculty from NYU Stern, Kellogg School of Management, Harvard Business School, and L2 researchers, is a two-day conference rooted in business fundamentals coupled with tactical sessions on digital topics.

Select slides: Exploiting New Opportunities, Capitalizing on Incumbent Weaknesses

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Congressional Hearing Disrupter Series: Delivering to Consumers (video)

Disrupter Series: Delivering to Consumers

Hearing (video above) begins 14:04.
Disrupter Series: Delivering to Consumers | Energy and Commerce Committee
Tuesday, May 23, 2017 - 10:15am
Location: 2322 Rayburn, Washington, D.C.

• Disrupter Series: Delivering to Consumers- 
• Product & Package Delivery--E-commerce--Robots, Drones, UAVs, On Demand Delivery, Digital Technologies
• Subcommittees: Digital Commerce and Consumer Protection (115th Congress)

UPS tests residential drone delivery:

Video above published Feb 21, 2017: UPS tested the use of drones for residential delivery for the first time in Tampa, Florida. The company demonstrated an octocopter launching from the roof of a hybrid electric delivery van, making a delivery, then returning to re-dock on the van which had moved to a new location further down the road.

Witnesses:

Mr. Shyam Chidamber
Chief Evangelist and Senior Advisor, Flirtey [flirtey.com] Deliveries with Drones
Witness Statement: "Unmanned Aerial Vehicle or “drone” based delivery is a game-changing commercial and consumer technology that is rapidly becoming technologically and economically feasible in the United States. Flirtey Inc. is a leading drone delivery service that has created many firsts in the use of this technology ..."

Dr. Harry Holzer
Jo John LaFarge Jr. S.J. Professor of Public Policy, McCourt School of Public Policy, Georgetown University
Witness Statement: "Thank you for inviting me today to share my thoughts on how new digital technologies can affect employment in business delivery services, and on how new digital technologies can affect the labor market more broadly ..."

Mr. Bastian Lehmann
Founder and CEO, Postmates [postmates.com]
Witness Statement: "...  Postmates is described as a leader in on-demand delivery – we quite literally mean that through the tap of a button on your phone – the platform enables anyone to get anything from their neighborhoods, delivered to their doorsteps within minutes ..."

Mr. Brian Wynne
President and CEO, Association for Unmanned Vehicle Systems International [auvsi.org]
Witness Statement: "... My comments today will focus on unmanned aircraft systems, or UAS, which are increasingly being used by a range of American businesses ..."

Documents:

• Hearing Notice

• Hearing Memo

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Amazon Global Shipping, Global Delivery Network, Logistics (video)

Amazon's Plan to Take On Alibaba - Ryan Petersen, Flexport's chief executive officer, and Bloomberg's Brad Stone discuss Amazon's global shipping plans with Bloomberg's Cory Johnson on "Bloomberg West." Published on Feb 11, 2016.

Principal Domain: amazon.com

Amazon.com, Inc. shares closed UP on February 16, 2016:
NASDAQ: AMZN  $521.10USD  +14.02 (2.76%)

See also:
Amazon Building Global Delivery Business to Take On Alibaba - Bloomberg Business: "... A 2013 report to Amazon’s senior management team proposed an aggressive global expansion of the company’s Fulfillment By Amazon service, which provides storage, packing and shipping for independent merchants selling products on the company’s website. The report envisioned a global delivery network that controls the flow of goods from factories in China and India to customer doorsteps in Atlanta, New York and London. The project, called Dragon Boat, is proceeding, according to a person familiar with the initiative, who asked not to be identified because the information isn’t public ..."

Amazon's Chinese shipping license reflects global goals: "Amazon has received its Chinese shipping license, signaling the massive retailer is further along with its plans to become a transnational fulfillment and shipping company than previously realized. Last month, it was revealed the Seattle-based company had gotten its license to act as a wholesaler for ocean container shipping from the U.S. Federal Maritime Commission on Nov. 13."

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