Wednesday, December 10, 2025

AI bubble burst - worse than dot.com burst, real estate burst

Nation building via learning and being the best in business

History just shows us that we never learn.  Greed pervades.  Herd mentality is forever.   We follow trends even if that trend leads us to loss or perdition.   The pied piper wins.

What do we do next, how do lick our wounds, how do we recover the losses.  

The conservatives always go for the solid asset based wealth.  Common productive enterprises.    Food, water, insurance, transportation, health.   The future does not have to be nebulous or hazy.     The next big thing cant mean our perdition.  

How do we learn from our mistakes:





What is essential is invisible to the naked eye - from Little Prince

Nation building via learning and being the best in business





We often see the book cover and see only one side of the coin or the business.  The business model that you see may be actually  losing money

1 The car dealership may barely make a profit on the unit they sell but they earn on:
     1.  Parts and lubricants
     2.  Servicing the unit
     3.  Insurance
     4.  Repairs

2.  We on the other hand barely make 5% on the unit we sell but we make up for the services too

3.   A billiard hall may not make money on the pool tables but earn money on food and drinks, tournaments, memberships, events

4.  As in Amazon they lose money on membership prime ($20 b) a year but make up for it in sales and video streaming

Japan's auto industry facing uncertainity

Nation building via learning and being the best in business

Will Toyota remain the largest world automaker?

All ready we see pressures and cracks in the Japan's automotive industry:

1.  The US tariff is hurting them and slowing down their sales
2.   BYD, China's EV dominance
3.   Aggressive moves by China to get hold of Japan supplier and former plants

What is  going to happen to Japan?  How will Toyota hold on to its leadership position? In the household electronic industry Japan has lost its dominance with the difficulties of Panasonic, Sharp, Toshiba and more.  China cheap manufacturing platform has something to do with their loss of leadership  and competitiveness

Nothing is forever.  Japanese juggernaut and manufacturing and car industry are losing it and China may soon replace them.   And then this financial difficulty they are currently experiencing:   tariff wars with USA, loss to EVs, yen weakness?

What would you suggest?