TikTok is facing a potential ban in the US due to a bill signed by President Biden on April 24, 2024, which prohibits the operation of apps from countries like China, Russia, Iran, and North Korea. The US government requires ByteDance to divest TikTok's US operations to a non-Chinese company by January 19, 2025, or face a ban. The primary reasons for the ban are concerns over data security, as TikTok has access to 170 million US users' data, which could be used for tracking federal employees, espionage, or manipulation of content by the Chinese government.
The massive strike at Volkswagen in 2024 was triggered by the company's cost-cutting plan, which included closing three German factories, laying off thousands of workers, and reducing salaries. The strike involved around 100,000 workers and was a response to the psychological and financial impact of these measures, especially since Volkswagen had never closed a German factory in its nearly 100-year history. Workers demanded better conditions, and the union proposed a compromise where workers would forgo bonuses for two years in exchange for job security and no factory closures.
Northvolt, a European battery startup, failed to meet its production targets due to its inability to scale production effectively. Despite significant investments and high expectations, the company only delivered 78.9 megawatt-hours of batteries in 2023, far below its target of 24 gigawatt-hours. This failure was attributed to the complexity of battery production and a lack of deep understanding of electrochemistry, which led to issues in product design and manufacturing. As a result, Northvolt faced massive losses, order cancellations, and ultimately filed for bankruptcy in 2024.
Burberry is struggling to reposition itself as a high-end luxury brand due to its reliance on discount channels, which account for 30% of its sales and 60% of its profits. The company's efforts to raise prices and open more luxurious stores have alienated its core customers, who are more sensitive to economic fluctuations. Additionally, Burberry's new CEO, with a background in mid-tier brands like Michael Kors and Coach, may lack the experience needed to elevate the brand's status. The company is now caught between maintaining its current sales channels and pursuing a more upscale image.
Nike's decline in 2024 was driven by a combination of internal and external factors. Internally, the company overemphasized direct-to-consumer (DTC) sales and relied heavily on classic sneaker lines like Dunk and Air Jordan, which led to a lack of innovation and alienated its retail partners. Externally, Nike faced increased competition from emerging brands like On Running, Hoka, and New Balance, which collectively eroded its market share. In response, Nike's new CEO, a long-time company veteran, has refocused on core sports products and announced plans to close its NFT-based virtual sneaker brand, RTFKT, to prioritize real-world footwear and apparel.
OpenAI's shift from a non-profit to a for-profit model in 2024 reflects the growing tension between its original mission of advancing AI for the public good and the need for commercialization to sustain its operations. This transition has led to internal conflicts, with several key executives and board members leaving the company. Additionally, OpenAI faces legal challenges from co-founder Elon Musk, who accuses the company of monopolistic practices. Despite its strong financial performance, with projected revenues of $37 billion in 2024, OpenAI's governance and mission alignment remain contentious issues.
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 WSJ-TikTok Isn’t Going Away—at Least Not Yet. Here’s What to Know. The TikTok Law and the Foreign Influence** 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** ACEA - 2024年前11个月欧洲新车注册量数据** 《第一财经》杂志 - 手握500亿美元的Northvolt,究竟是何方神圣?** In Good Company** by Norges Bank Investment Management - Robin Zeng, Founder and CEO of CATL Guardian - ‘Huge losses’: Sweden fears for future of batterymaker Northvolt Sifted - From pioneer to bankruptcy: The rise and fall of Northvolt** WSJ-Luxury Brands Have a Strict Hierarchy. Burberry Found Out the Hard Way 《Vol.154 卖不掉的奢侈品去哪了?》** 《Vol.138 谁还在买轻奢》** Nytimes-OpenAI Is Growing Fast and Burning Through Piles of Money Forbes-The Prompt: OpenAI’s Legal Battle With Musk Heats Up BOF - Nike’s Declining Brand Heat, in Five Charts Sneakerfreaker - 球鞋爱好者角度分析耐克的危机** 《Vol.172 紧急放送:星巴克“棘手的遗产”》** Cinnamon, Sharpies, and the 1990s: Brian Niccol’s plan to save Starbucks** | 后期制作 |** 秋秋 | 声音设计 |** 刘三菜 | 收听方式 |** 你可以通过小宇宙、苹果播客、Spotify、喜马拉雅、网易云音乐、QQ 音乐、荔枝、豆瓣等平台收听节目。 | 认识我们 |** 微信公众号:第一财经 YiMagazine 联系我们:[email protected]