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Blog Entries in June 2020

No, WeWork Isn’t a Tech Company. Here’s Why That Matters

This article ran in HBR China's print edition, June 2020. Last week, WeWork, the coworking space now known as The We Company, released its S-1 filing to go public. That spurred numerous concerns about the company’s large valuation ($47 billion at last count), given its hefty losses ($1.6 billion on revenues of $1.8 billion) and despite its rapid growth (86% year-over-year revenue...
Posted by: Vijay Govindarajan - 06/19/2020 at 09:58 am

A Post-Pandemic Strategy for U.S. Higher Ed

Universities have many pressing short-term issues to deal with right now: large budget cuts, a growing reluctance among students to pay full tuition fees for online education, demands for reimbursement of already-paid fees, the possible disappearance of international students who pay full fees, the large-scale deferral of admissions, a sharp spike in the need for financial...
Posted by: Vijay Govindarajan - 06/02/2020 at 08:37 am

As Covid-19 Disrupts Global Supply Chains, Will Companies Turn to India?

America’s relationship with the two most populous countries in the world, China and India, is undergoing a stark, rapid and perhaps permanent transformation. In April, a Pew Center survey found that two-thirds of Americans say they have an “unfavorable” view of China; according to Pew it was “the most negative rating for the country since the Center began asking the question in...
Posted by: Vijay Govindarajan - 06/01/2020 at 10:18 am