Yarının İşleri

Bu sohbetimizde, Palantir’in tekno-manifestosunu ve Hürmüz Boğazı'ndaki tıkanıklığın küresel tedarik zincirinde yaratacağı kaçınılmaz arz şokunu konuştuk.Yayında değindiğimiz referans kaynaklar:1) @PalantirTech - https://x.com/PalantirTech/status/20455743985734533122) The Technological Republic: Hard Power, Soft Belief, and the Future of the West, by A.Karp (Author), N.W.Zamiska (Author) - https://www.amazon.com/Technological-Republic-Power-Belief-Future/dp/0593798694/3) Technofeudalism: What Killed Capitalism, by Yanis Varoufakis - https://www.amazon.com/Technological-Republic-Power-Belief-Future/dp/0593798694/4) Genesis: Artificial Intelligence, Hope, and the Human Spirit, by Henry A. Kissinger (Author), Eric Schmidt (Author), Craig Mundie (Author), Niall Ferguson (Foreword) - https://www.amazon.com/Genesis-Artificial-Intelligence-Human-Spirit/dp/03165812915) AI Self-preferencing in Algorithmic Hiring: Empirical Evidence and Insights, Jiannan Xu, Gujie Li, Jane Yi Jiang - https://arxiv.org/abs/2509.004626) Anthropic acquires AI biotech startup Coefficient Bio for $400M to expand into drug discovery and clinical workflows - https://techstartups.com/2026/04/03/anthropic-acquires-ai-biotech-startup-coefficient-bio-for-400m-to-expand-into-drug-discovery-and-clinical-workflows/7) Insilico Medicine secures $2.75 billion drug collaboration with Eli Lilly - https://www.reuters.com/business/healthcare-pharmaceuticals/eli-lilly-sign-2-billion-deal-ai-drug-development-with-hong-kongs-insilico-2026-03-298) OpenAI Industrial Policy for the Intelligence Age - https://cdn.openai.com/pdf/561e7512-253e-424b-9734-ef4098440601/Industrial%20Policy%20for%20the%20Intelligence%20Age.pdf9) How Long Would Countries' Oil Stocks Last? - https://www.statista.com/chart/36019/oil-stocks-of-iea-countries-measured-in-days-of-net-imports/10) Navigating the impact of the Middle East conflict, J.P.Morgan - https://am.jpmorgan.com/lu/en/asset-management/adv/insights/market-insights/market-updates/on-the-minds-of-investors/iran-conflict-strait-of-hormuz-energy-prices-inflation-growth/

Danışmanlık sektöründe yapay zekanın etkilerini, fiyatlandırma stratejileri ve sektörlerin gelecekteki dönüşümlerini, büyük şirketlerin birleşme stratejilerini ve piyasa dinamiklerini konuştuk.Yayında bahsettiğimiz referans kaynaklar:1) "Services: The New Software" - Julien Bek, Partner at Sequoia Capital - https://x.com/JulienBek/status/20296805165686009332) "Bir Arthur Andersen Vardı" - Selçuk Altun, Burhan Karaçam, Şaban Erdikler - KIRMIZI KEDİ YAYINEVİ3) "AI Beneficiaries: Investing in Second Order Effects" - Morgan Stanley - https://www.morganstanley.com/im/publication/insights/articles/article_investinginsecondordereffects_ltr.pdf4) "The Simple Macroeconomics of AI" - Daron Acemoglu - https://economics.mit.edu/sites/default/files/2024-04/The%20Simple%20Macroeconomics%20of%20AI.pdf5) "Divestitures: Creating Value Through Strategy, Structure, and Implementation (2023)" - Emilie Feldman6) Unilever & McCormick - https://markets.ft.com/data/announce/detail?dockey=1323-17528638-0MESM6DAV0KC51DG715V52R2687) Estée Lauder & Puig - https://www.elcompanies.com/en/news-and-media/newsroom/press-releases/2026/03-23-2026-2015189098) Unilever & Magnum - https://www.unilever.com/investors/the-magnum-ice-cream-company-demerger/