Introduction (00:00:00)
Title Slide (00:01:50)
Outline (00:02:10)
What is Strategy? (00:06:38)
“Key”? “Effective”?, What Criterion? (00:08:25)
Why not a broader view? (00:11:40)
Yet to a first appoximation... (00:12:40)
Do profit concepts from economics and accounting help much with this? (00:13:18)
Big Challenge #1: Time (00:18:02)
Aside 1: how this point figures in Jacobides, Winter & Kassberger. (JWK) (00:25:15)
The Challenge of Time and the Response of Evolutionary Economics (00:27:16)
Aside 2 on JWK (00:28:00)
Challenge of Time, 2 (00:28:27)
Aside 3 on JWK (00:31:07)
Big Challenge #2: Expectations Under Uncertainty (00:31:40)
The Challenge of Expectations and the Response of Evolutionary Economics (00:33:10)
Challenge of Expectations, 2 (00:36:40)
“Dubious survival value” ? (00:39:15)
Aside 4 on JWK (00:42:40)
The Challenge of Decision & Choice How does it happen? (00:43:45)
Challenge of Decision, 2 (00:48:50)
Economics, the “science of decision”?Based on Friedman’s methodology? (00:49:05)
The Friedmanian Heritage (00:50:35)
The Response on Decision (00:52:00)
Aside 5 on JWK (00:53:40)
The Challenge of Competence, aka the “competence puzzle” (NW 2002) (00:54:40)
Response on Competence (01:00:55)
Competence Response, 2 (01:05:10)
Aside 6 on JWK (01:05:50)
Connections: Time, Expectations, Decisions, Competence (01:11:10)
Conclusion (01:12:22)
We need (01:13:00)
And we need (01:13:26)
Closing (01:14:18)
Questions (01:14:40)
Presentation of Tile (01:28:20)
