Vol.190 2024失意大公司·全球篇

本期是《商业就是这样》“2024年终大盘点季”的第三期——2024失意大公司·全球篇。 我们照例选取了五家公司展开叙述它们在2024年的失意。我们在选择这五家公司的时候遇到了不小的挑战，原因不是失意的公司太少，而是失意的公司太多，以至于一些代表性的公司此前我们已经在节目中展开聊过。再过一段时间回看2024年，我们可能会将其视为商业史上的一个重要节点，有的传奇在这一年落幕，有的落幕则可能改变人类社会。 | 主播 | 肖文杰、约小亚 | 时间轴 | 01:30 TikTok的危机与转机 05:43 留给大众的时间 11:24 Northvolt：攒局的寓言 18:16 Burberry该选哪条路？ 21:51 耐克逆水行舟 28:49 波音、OpenAI、星巴克、三星 | 延伸资料 | 商业漫谈Jane's Talk-TikTok在美败诉，特朗普说要救TikTok，能信吗？｜聊聊庭审细节和判决书 https://www.xiaoyuzhoufm.com/episode/6757c323bdb9877a97af1c10 WSJ-TikTok Isn’t Going Away—at Least Not Yet. Here’s What to Know. https://www.wsj.com/tech/personal-tech/tiktok-ban-bill-explained-159280ef?mod=Searchresults_pos18page=4 The TikTok Law and the Foreign Influence https://www.lawfaremedia.org/article/the-tiktok-law-and-the-foreign-influence-boogeyman 第一财经 - 10万工人大罢工后，大众汽车CEO与工人谈判时发生冲突 https://m.yicai.com/news/102388974.html ACEA - 2024年前11个月欧洲新车注册量数据 https://www.acea.auto/pc-registrations/new-car-registrations-1-9-in-november-2024-year-to-date-battery-electric-sales-5-4/ 《第一财经》杂志 - 手握500亿美元的Northvolt，究竟是何方神圣？ https://www.cbnweek.com/article_detail/27964 In Good Company by Norges Bank Investment Management - Robin Zeng, Founder and CEO of CATL https://www.youtube.com/watch?v=5VIXjjw4u9A Guardian - ‘Huge losses’: Sweden fears for future of batterymaker Northvolt https://www.theguardian.com/business/2024/oct/01/sweden-fears-for-future-of-batterymaker-northvolt Sifted - From pioneer to bankruptcy: The rise and fall of Northvolt https://sifted.eu/articles/northvolt-bankrupt-sweden-tech-latest WSJ-Luxury Brands Have a Strict Hierarchy. Burberry Found Out the Hard Way https://www.wsj.com/business/retail/luxury-brands-have-a-strict-hierarchy-burberry-found-out-the-hard-way-1d5fb2c9 《Vol.154 卖不掉的奢侈品去哪了？》 https://www.xiaoyuzhoufm.com/episode/66171aec99b4eacaa41d5ddb 《Vol.138 谁还在买轻奢》 https://www.xiaoyuzhoufm.com/episode/6570fd6fbdad4efdd9f3ff8d Nytimes-OpenAI Is Growing Fast and Burning Through Piles of Money https://www.nytimes.com/2024/09/27/technology/openai-chatgpt-investors-funding.html Forbes-The Prompt: OpenAI’s Legal Battle With Musk Heats Up https://www.forbes.com/sites/rashishrivastava/2024/12/17/the-prompt-openais-legal-battle-with-musk-heats-up/ BOF - Nike’s Declining Brand Heat, in Five Charts https://www.businessoffashion.com/articles/retail/nike-decline-charts-data/ Sneakerfreaker - 球鞋爱好者角度分析耐克的危机 https://www.sneakerfreaker.com/features/why-nike-stock-down-revenue-loss-explainer/ 《Vol.172 紧急放送：星巴克“棘手的遗产”》 https://www.xiaoyuzhoufm.com/episode/66c27e22ccf2fa817577b20e Cinnamon, Sharpies, and the 1990s: Brian Niccol’s plan to save Starbucks https://sherwood.news/business/starbucks-turnaround-sharpies-condiments-milk-brian-niccol/ | 后期制作 | 秋秋 | 声音设计 | 刘三菜