資本配置 / 豪賭
Where the money goes defines what a company becomes. Billion-dollar bets, divestiture playbooks, and the hidden cost of "de-risking."
1A CEO re-routed ~$24.3B of capital to pivot DuPont from oil to agriculture. Then oil went from $11 to $147, and the cycle reminded everyone: risk didn't leave—it moved.
2While automakers and investors screamed 'all-in EV,' Toyota's chairman kept saying the quiet part out loud: the enemy is CO₂, not the engine. The market mocked him, activists attacked him, and yet hybrids printed record profits. This isn't a victory lap-it's a decision framework for making contrarian bets without becoming delusional.
3Dyson spent ~£500M building a 7-seat EV and shut it down—while telling one interviewer he 'learned nothing' and his own site claimed he learned a lot. This isn't about fail fast. It's about decision hygiene.
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