{"status":true,"post":{"id":20693,"user_id":1,"status":1,"type":1,"orde":null,"notification_type":3,"static_post":0,"published_at":"2022-10-24 13:55:24","created_at":"2019-07-25T21:00:00.000000Z","updated_at":"2022-10-24T10:55:24.000000Z","edited_at":"2024-12-17 22:35:21","source_id":null,"post_id":20693,"is_featured":0,"title":"\u2018Dokunulamayan\u2019 ekonomi y\u00fckseli\u015fte","slider_title":null,"slider_title_2":null,"slider_spot_title":null,"slider_spot_title_2":null,"home_title":null,"sub_title":null,"category_id":73,"description":null,"content":" \t\t\t\t\t \t\t\t\t\t

Bu s\u0131ralar her \u015fey de\u011fi\u015fiyor ya... D\u00fcnyan\u0131n jeopolitik mimarisi de\u011fi\u015fiyor. Teknolojiler de\u011fi\u015fiyor. Ekonomik i\u015fleyi\u015f de\u011fi\u015fiyor. \u0130\u015f yapma bi\u00e7imleri de\u011fi\u015fiyor. Tabii, sermaye de de\u011fi\u015fiyor.<\/span><\/p>

Fark\u0131ndas\u0131n\u0131zd\u0131r, son d\u00f6nemde bir \u2018dokunulamayan sermaye\u2019 kavram\u0131 \u00e7\u0131kt\u0131 ortaya... \u2018Dokunulmazl\u0131k\u2019 hukuki anlamda de\u011fil. Elle tutamad\u0131\u011f\u0131m\u0131z, g\u00f6zle g\u00f6remedi\u011fimiz, \u2018maddi olmayan\u2019 anlam\u0131nda \u2018dokunulamayan\u2019 bir sermaye ile kar\u015f\u0131 kar\u015f\u0131yay\u0131z.<\/span><\/p>

Yabanc\u0131lar, bu de\u011fi\u015fimi \u2018tangible\u2019 ve \u2018intangible\u2019 kavramlar\u0131yla ifade ediyor. G\u00f6r\u00fcnen o ki, sermaye \u2018tangible\u2019 yani somut, dokunulabilir niteli\u011finden \u2018intangible\u2019 dedikleri, fiziksel olmayan, elle tutulur, g\u00f6zle g\u00f6r\u00fcl\u00fcr olmayan, bir ba\u015fka ifadeyle dokunamad\u0131\u011f\u0131m\u0131z bir boyuta do\u011fru h\u0131zla yol al\u0131yor.<\/span><\/p>

\u2605 \u2605 \u2605<\/span><\/p>

\u015eimdilerde i\u015fte bu sermayenin kaynakl\u0131k etti\u011fi bir \u2018dokunulamayan ekonomi\u2019 y\u00fckseliyor. Bug\u00fcn d\u00fcnyan\u0131n en b\u00fcy\u00fck \u015firketlerine bak\u0131n. \u00d6rne\u011fin piyasa de\u011feri en y\u00fcksek 10 \u015firketine... Tablo son 20 y\u0131lda h\u0131zla de\u011fi\u015fmeye ba\u015flad\u0131. A\u011f\u0131rl\u0131k g\u00f6zle g\u00f6r\u00fcn\u00fcr, elle dokunulur i\u015flerden nas\u0131l tam tersine kayd\u0131\u011f\u0131n\u0131 izleyebiliyorsunuz.<\/span><\/p>

Son 10 y\u0131lda ise bu s\u00fcre\u00e7 iyiden iyiye h\u0131zland\u0131. \u00d6zellikle de geli\u015fmi\u015f \u00fclkelerden ba\u015flayarak d\u00fcnyay\u0131 avucuna alan finansal krizin ya\u015fand\u0131\u011f\u0131 2009\u2019dan bu yana... 10 y\u0131l \u00f6nce petrol \u015firketleri gibi geleneksel end\u00fcstrilere dayanan \u015firketlerin d\u00fcnyan\u0131n en de\u011ferli 10 \u015firketi aras\u0131nda bariz a\u011f\u0131rl\u0131\u011f\u0131, 10 y\u0131l sonra 2019\u2019da bariz bi\u00e7imde \u2018nesnelerin interneti\u2019 kavram\u0131 \u00fczerinden tan\u0131mlanan yeni t\u00fcr \u015firketlerle yer de\u011fi\u015ftirdi.<\/span><\/p>

\u2605 \u2605 \u2605<\/span><\/p>

Bir \u00f6rnek vereyim... Bug\u00fcn\u00fcn en b\u00fcy\u00fck teknoloji \u015firketlerinin toplam varl\u0131\u011f\u0131 i\u00e7erisinde makine, te\u00e7hizat\u0131n pay\u0131 y\u00fczde 5\u2019i ge\u00e7miyor. Bug\u00fcn 1 trilyon dolar\u0131n \u00fczerindeki piyasa de\u011feri ile d\u00fcnyan\u0131n en b\u00fcy\u00fck firmas\u0131 kabul edilen Microsoft\u2019a bak\u0131n, makine ve cihaz gibi \u2018dokunulabilir\u2019 sermayenin toplam varl\u0131\u011f\u0131ndaki pay\u0131 y\u00fczde 4. Ger\u00e7ekten de Microsoft\u2019un, \u015f\u00f6yle makineleri t\u0131k\u0131r t\u0131k\u0131r \u00e7al\u0131\u015fan hangi fabrikas\u0131 g\u00f6z\u00fcn\u00fcz\u00fcn \u00f6n\u00fcne geliyor? Yok ki, nereden gelsin...<\/span><\/p>

Yine ilk s\u0131ralar\u0131 payla\u015fan Amazon ya da Google\u2019\u0131n ana \u015firketi Alphebet i\u00e7in de durum farkl\u0131 de\u011fil. Bak\u0131n listeye, art\u0131k d\u00fcnyan\u0131n dev \u015firketleri g\u00f6r\u00fcnmeyen, dokunulmayan \u015firketler!<\/span><\/p>

\u2605 \u2605 \u2605<\/span><\/p>

Sermayedeki de\u011fi\u015fimi \u00fc\u00e7 kategoriye ay\u0131rarak detayland\u0131rmak m\u00fcmk\u00fcn: Birincisi, Microsoft, Google, Facebook gibi bir\u00e7ok \u00f6ne \u00e7\u0131kan \u2018teknoloji\u2019 \u015firketinin temelinde yaz\u0131l\u0131m var. Eskiden bu yaz\u0131l\u0131mlar\u0131n kay\u0131tl\u0131 oldu\u011fu CD\u2019leri bari g\u00f6rebiliyor, dokunabiliyorduk. Nesnelerin interneti yayg\u0131nla\u015ft\u0131\u011f\u0131ndan beri o da yok. G\u00f6rm\u00fcyoruz ama \u2018indirebiliyoruz\u2019. Adeta elektrik gibi, g\u00f6remiyorsunuz ama \u00e7arp\u0131yor. Bu sermayenin ikinci bir \u2018g\u00f6r\u00fcnmeyen\u2019 y\u00fcz\u00fc daha var. Bu y\u00fcz, tasar\u0131m, ara\u015ft\u0131rma-geli\u015ftirme, veri madencili\u011fi gibi alanlar\u0131 kaps\u0131yor. E\u011flence d\u00fcnyas\u0131na y\u00f6nelik oyunlar da bu alan\u0131n\u0131n i\u00e7erisinde. Yaz\u0131l\u0131m bu y\u00fczde de \u00f6nemli bir role sahip. \u00dc\u00e7\u00fcnc\u00fc kategoride ise e\u011fitim var. Pazarlama ve \u015firketlerin organizasyonu var. Tabii finansman da... Bu alanlar daha \u00f6nce de vard\u0131. Bunlara zaten tam dokunam\u0131yorduk ama \u015fimdi dijitalle\u015fmeyle birlikte dokunulmazl\u0131k taraflar\u0131 iyice belirginle\u015fiyor. Uzaktan e\u011fitim, e-kitap, dijital pazarlama gibi...<\/span><\/p>

\u2605 \u2605 \u2605<\/span><\/p>

Blockchain, yapay zeka, 5G teknolojisi... Say\u0131n sayabildi\u011finiz kadar. Yeni teknolojilerin ortaya \u00e7\u0131kard\u0131\u011f\u0131 neredeyse b\u00fct\u00fcn yeni i\u015fler, g\u00f6r\u00fcnmeyen, dokunulmayan ekonomi kaynakl\u0131. Belki 100 y\u0131l iddial\u0131 olur ancak en az birka\u00e7 on y\u0131l daha da \u00f6yle olaca\u011f\u0131 anla\u015f\u0131l\u0131yor. \u2018Dokunulmayan ekonomi\u2019 ne i\u015f yap\u0131yor olursak olal\u0131m hepimizi etkileyecek. \u00c7ok yak\u0131nda, \u00e7ok daha fazla hissedece\u011fiz. <\/span>
Sizinle bu sayfada payla\u015ft\u0131\u011f\u0131m en taze, \u2018en b\u00fcy\u00fck \u015firket\u2019 s\u0131ralamas\u0131nda ikinci s\u0131rada yer alan Amazon, T\u00fcrkiye\u2019ye geleli daha bir y\u0131l bile olmad\u0131. Amazon ve temsil etti\u011fi e-ticaretin perakende sekt\u00f6r\u00fcn\u00fc nas\u0131l de\u011fi\u015ftirmekte oldu\u011funu g\u00f6r\u00fcyoruz. <\/span><\/p>

Ya pazar paylar\u0131ndaki de\u011fi\u015fim? Onu da yak\u0131nda hissedece\u011fiz. \u2018Nereden biliyorsun\u2019 derseniz Amerika\u2019dan biliyorum. Ortada rakamlar var. Bu y\u0131l bitmeden ABD\u2019deki t\u00fcm e-ticaret sat\u0131\u015f hacminin yar\u0131s\u0131n\u0131 tek ba\u015f\u0131na Amazon yap\u0131yor olacak.<\/span><\/p>

Amazon, \u2018bulut\u2019 teknolojilerinde de y\u00fczde 35 pazar pay\u0131na sahip. Elle tutam\u0131yorsunuz ama i\u015fler tek elde toplan\u0131yor.<\/span><\/p>

\u2605 \u2605 \u2605<\/span><\/p>

Amazon sadece bir \u00f6rnek. Dokunamad\u0131\u011f\u0131m\u0131z, elle tutamad\u0131\u011f\u0131m\u0131z sermaye, varl\u0131\u011f\u0131n b\u00fcy\u00fck b\u00f6l\u00fcm\u00fcn\u00fc olu\u015fturmaya ba\u015flad\u0131. Bu geli\u015fmenin i\u015f hayat\u0131na gelmekte olan de\u011fi\u015fimi mutlaka fark ediyoruz ancak sonu\u00e7lar\u0131n\u0131n neler olabilece\u011fi, i\u015fimizi nas\u0131l \u015fekillendirece\u011fi konusunda fazla kafa yormuyoruz. Amazon, T\u00fcrkiye\u2019de faaliyetlerine 2018 eyl\u00fcl ay\u0131nda ba\u015flad\u0131. Ayn\u0131 tarihte, \u015firketin kurucusu Jeff Bezos, d\u00fcnyaya \u015funlar\u0131 s\u00f6yl\u00fcyordu: \u201cAmazon, batmayacak kadar b\u00fcy\u00fck de\u011fildir. Asl\u0131nda bir g\u00fcn Amazon\u2019un t\u00fckenece\u011fini ve batabilece\u011fini tahmin edebiliyorum. B\u00fcy\u00fck \u015firketlerin ya\u015fam d\u00f6ng\u00fcs\u00fcne bakacak olursan\u0131z, hayatta kal\u0131\u015f s\u00fcrelerinin 30+ y\u0131l oldu\u011funu g\u00f6r\u00fcrs\u00fcn\u00fcz. 100+ y\u0131l de\u011fil. \u015eirketlerin hayatta kalma s\u00fcrelerini uzatmalar\u0131n\u0131n en kilit noktas\u0131, m\u00fc\u015fteri konusunda tak\u0131nt\u0131l\u0131 bir tutum i\u00e7inde olmas\u0131d\u0131r. Ve bunun aksine kendi i\u00e7lerine hapsolmamas\u0131d\u0131r. M\u00fc\u015fteri yerine kendi i\u00e7imize odakland\u0131\u011f\u0131m\u0131zda, sonumuzun ba\u015flang\u0131\u00e7 noktas\u0131nda yer ald\u0131\u011f\u0131m\u0131z\u0131 bilelim.\u201d<\/span><\/p>

\u2018Dokunulmayan ekonomi\u2019 her ne kadar dokunamasak da bir ger\u00e7ek. O herkese dokunuyor. Bu alan\u0131n nimetlerinden pay alman\u0131n yol ve y\u00f6ntemini geli\u015ftirmek KOB\u0130\u2019lerimiz i\u00e7in ya\u015famsal \u00f6nemde. Yol ve y\u00f6ntem geli\u015ftirirken neye odaklan\u0131lmas\u0131 gerekti\u011fini ise Bezos net bi\u00e7imde vurguluyor: M\u00fc\u015fterileriniz...<\/span><\/p>

\"\"SERMAYE OLMADAN KAP\u0130TAL\u0130ZM<\/strong><\/span><\/p>

Bu yaz\u0131da ele ald\u0131\u011f\u0131m\u0131z konularla ilgili olarak bir s\u00fcre \u00f6nce bir kitap yay\u0131mland\u0131. Ad\u0131: Sermaye Olmadan Kapitalizm... (Capitalism Without Capital) 2017 sonunda yay\u0131mlanan bu kitab\u0131n yazarlar\u0131 Jonathan Haskel ve Stain Weslake. \u2018Bill Gates\u2019in elinde d\u00fc\u015f\u00fcrmedi\u011fi kitap\u2019 olarak da an\u0131lan bu \u00e7al\u0131\u015fmada \u2018dokunulmayan ekonomi\u2019 anlat\u0131l\u0131yor. Microsoft\u2019un kurucusu, GatesNotes blog\u2019una kitap i\u00e7in \u2018global ekonominin yeterince dikkate al\u0131nmayan en b\u00fcy\u00fck trendlerinden biri\u2019 diye not d\u00fc\u015fm\u00fc\u015f.<\/span><\/p>

DOKUNULMAYAN \u0130LE DOKUNULUR OLANIN \u0130\u015eB\u0130RL\u0130\u011e\u0130<\/strong><\/span><\/p>

Yaz\u0131l\u0131m i\u00e7in \u00fcretim hatt\u0131, otomobillerin \u00fcretim hatt\u0131ndan radikal olarak farkl\u0131. Yine de bu, \u2018dokunulabilir\u2019 elle tutulabilir sermayenin tamamen saf d\u0131\u015f\u0131 kald\u0131\u011f\u0131 anlam\u0131na gelmiyor. \u00d6n\u00fcm\u00fczdeki d\u00f6nem, \u2018dokunulabilir\u2019 ve \u2018dokunulmayan\u2019 sermayelerin daha fazla i\u015fbirli\u011fine tan\u0131k olacak. Son \u00f6rneklerden biri, BMW-Tencent i\u015fbirli\u011fi... Piyasa de\u011feri bak\u0131m\u0131ndan d\u00fcnyan\u0131n en b\u00fcy\u00fck \u015firketler s\u0131ralamas\u0131nda, 2019\u2019un ilk 6 ayl\u0131k sonu\u00e7lar\u0131na g\u00f6re en b\u00fcy\u00fck 10 firma aras\u0131nda yer alan \u00c7inli oyun \u00fcreticisi Tencent, ge\u00e7enlerde BMW ile otonom otomobillerin geli\u015ftirilmesi \u00fczerine \u00c7in\u2019de kurulacak bir tesis \u00fczerinde anla\u015ft\u0131. \u0130ki firman\u0131n m\u00fchendisleri bu tesiste otonom s\u00fcr\u00fc\u015f teknolojileri geli\u015ftirecek. <\/span><\/p>

\u2018BRAIN\u2019 DEVR\u0130M\u0130<\/strong><\/span><\/p>

Brain son d\u00f6nemde ortaya \u00e7\u0131kan yeni bir tan\u0131m. Daha \u00e7ok, \u2018brain devrimi\u2019 olarak an\u0131l\u0131yor... Bildi\u011finiz gibi \u2018brain\u2019 \u0130ngilizce \u2018beyin\u2019 demek. BRAIN tan\u0131m\u0131n\u0131n ise do\u011frudan \u2018beyin\u2019 s\u00f6zc\u00fc\u011f\u00fc ile bir ilgisi yok. Ama \u2018beyin\u2019 s\u00f6zc\u00fc\u011f\u00fc tan\u0131ma da olduk\u00e7a yak\u0131\u015fm\u0131\u015f. Nedeni \u2018brain\u2019 kelimesini olu\u015fturan kavramlarda gizli. \u2018Brain\u2019 tan\u0131m\u0131 baz\u0131 kelimelerin ba\u015f harflerinden olu\u015fuyor: \u2018b\u2019 harfi \u2018biyoteknoloji\u2019, \u2018r\u2019 harfi robotiks, \u2018a\u2019 ve \u2018i\u2019 harfleri, \u2018artificial intelligence\u2019 yani \u2018yapay zeka\u2019 kavram\u0131n\u0131, \u2018n\u2019 harfi ise nanoteknoloji\u2019 kelimesini temsil ediyor. \u2018Brain\u2019 devriminin kime ne faydas\u0131 dokunacak \u015fimdiden kestirmek zor. Ancak belli ki, \u00f6n\u00fcm\u00fczdeki d\u00f6nemde, hayat\u0131m\u0131z\u0131 en \u00e7ok \u2018brain\u2019 tan\u0131m\u0131n\u0131n i\u00e7eri\u011fini olu\u015fturan alanlar etkileyecek. \u0130\u015flerimizi, i\u015f yapma bi\u00e7imimizi de\u011fi\u015ftirecek.<\/span><\/p>

\"\"DEV \u015e\u0130RKETLER SIRALAMASI 10 YILDA DE\u011e\u0130\u015eT\u0130<\/span><\/strong>
(\u015firketlerin y\u0131l\u0131n ilk yar\u0131s\u0131 itibariyle piyasa de\u011ferleri, milyar dolar)<\/span><\/p>
2009<\/strong><\/span><\/td> <\/td> <\/tr>
PetroChina<\/span><\/td> 367<\/span><\/td> <\/tr>
Exxon<\/span><\/td> 341<\/span><\/td> <\/tr>
ICBC<\/span><\/td> 257<\/span><\/td> <\/tr>
Microsoft<\/span><\/td> 212<\/span><\/td> <\/tr>
China Mobile<\/span><\/td> 201<\/span><\/td> <\/tr>
Wallmart<\/span><\/td> 189<\/span><\/td> <\/tr>
China Communication<\/span><\/td> 182<\/span><\/td> <\/tr>
Petrobras<\/span><\/td> 165<\/span><\/td> <\/tr>
Jhonson+Jhonson<\/span><\/td> 157<\/span><\/td> <\/tr>
Shell<\/span><\/td> 156<\/span><\/td> <\/tr>
2019<\/strong><\/span><\/td>

<\/p> <\/td> <\/tr>

Microsoft<\/span><\/td> 1,050<\/span><\/td> <\/tr>
Amazon<\/span><\/td> 943<\/span><\/td> <\/tr>
Apple<\/span><\/td> 920<\/span><\/td> <\/tr>
Alphabet<\/span><\/td> 778<\/span><\/td> <\/tr>
Facebook<\/span><\/td> 546<\/span><\/td> <\/tr>
Berkshire Hathaway<\/span><\/td> 507<\/span><\/td> <\/tr>
Alibaba<\/span><\/td> 435<\/span><\/td> <\/tr>
Tencent<\/span><\/td> 413<\/span><\/td> <\/tr>
Visa<\/span><\/td> 379<\/span><\/td> <\/tr>
Jhonson+Jhonson<\/span><\/td> 376<\/span><\/td> <\/tr> <\/tbody> <\/table> \t\t\t\t","slug":"dokunulamayan-ekonomi-yukseliste","tags":"K\u00f6\u015fe Yaz\u0131s\u0131","meta_title":"\u2018Dokunulamayan\u2019 ekonomi y\u00fckseli\u015fte","meta_description":"Hakan G\u00fclda\u011f","meta_keywords":"K\u00f6\u015fe Yaz\u0131s\u0131","news_cover_min":null,"news_cover":null,"news_video_min":null,"news_video":null,"view_count":1068,"cropped_1200x675":null,"user":{"id":1,"name":"HAKAN","surname":"G\u00dcLDA\u011e","email":"uakisik@eronat.com.tr","slug":"hakan-guldag","avatar":"\/front\/uploads\/avatar\/1733691600kKPzKvWx8Xpxx9n.webp","status":1,"role":1,"email_verified_at":null,"orde":null,"created_at":"2022-09-15T09:39:41.000000Z","updated_at":"2024-12-18T14:51:32.000000Z","seo_title":null,"seo_description":null},"translations":[{"id":20792,"is_featured":0,"is_amp":0,"is_ads":0,"ads_link":null,"post_id":20693,"locale":"tr","category_id":73,"title":"\u2018Dokunulamayan\u2019 ekonomi y\u00fckseli\u015fte","home_title":null,"sub_title":null,"slider_title":null,"slider_title_2":null,"slider_spot_title":null,"slider_spot_title_2":null,"subtitleuse":0,"description":null,"content":" \t\t\t\t\t \t\t\t\t\t

Bu s\u0131ralar her \u015fey de\u011fi\u015fiyor ya... D\u00fcnyan\u0131n jeopolitik mimarisi de\u011fi\u015fiyor. Teknolojiler de\u011fi\u015fiyor. Ekonomik i\u015fleyi\u015f de\u011fi\u015fiyor. \u0130\u015f yapma bi\u00e7imleri de\u011fi\u015fiyor. Tabii, sermaye de de\u011fi\u015fiyor.<\/span><\/p>

Fark\u0131ndas\u0131n\u0131zd\u0131r, son d\u00f6nemde bir \u2018dokunulamayan sermaye\u2019 kavram\u0131 \u00e7\u0131kt\u0131 ortaya... \u2018Dokunulmazl\u0131k\u2019 hukuki anlamda de\u011fil. Elle tutamad\u0131\u011f\u0131m\u0131z, g\u00f6zle g\u00f6remedi\u011fimiz, \u2018maddi olmayan\u2019 anlam\u0131nda \u2018dokunulamayan\u2019 bir sermaye ile kar\u015f\u0131 kar\u015f\u0131yay\u0131z.<\/span><\/p>

Yabanc\u0131lar, bu de\u011fi\u015fimi \u2018tangible\u2019 ve \u2018intangible\u2019 kavramlar\u0131yla ifade ediyor. G\u00f6r\u00fcnen o ki, sermaye \u2018tangible\u2019 yani somut, dokunulabilir niteli\u011finden \u2018intangible\u2019 dedikleri, fiziksel olmayan, elle tutulur, g\u00f6zle g\u00f6r\u00fcl\u00fcr olmayan, bir ba\u015fka ifadeyle dokunamad\u0131\u011f\u0131m\u0131z bir boyuta do\u011fru h\u0131zla yol al\u0131yor.<\/span><\/p>

\u2605 \u2605 \u2605<\/span><\/p>

\u015eimdilerde i\u015fte bu sermayenin kaynakl\u0131k etti\u011fi bir \u2018dokunulamayan ekonomi\u2019 y\u00fckseliyor. Bug\u00fcn d\u00fcnyan\u0131n en b\u00fcy\u00fck \u015firketlerine bak\u0131n. \u00d6rne\u011fin piyasa de\u011feri en y\u00fcksek 10 \u015firketine... Tablo son 20 y\u0131lda h\u0131zla de\u011fi\u015fmeye ba\u015flad\u0131. A\u011f\u0131rl\u0131k g\u00f6zle g\u00f6r\u00fcn\u00fcr, elle dokunulur i\u015flerden nas\u0131l tam tersine kayd\u0131\u011f\u0131n\u0131 izleyebiliyorsunuz.<\/span><\/p>

Son 10 y\u0131lda ise bu s\u00fcre\u00e7 iyiden iyiye h\u0131zland\u0131. \u00d6zellikle de geli\u015fmi\u015f \u00fclkelerden ba\u015flayarak d\u00fcnyay\u0131 avucuna alan finansal krizin ya\u015fand\u0131\u011f\u0131 2009\u2019dan bu yana... 10 y\u0131l \u00f6nce petrol \u015firketleri gibi geleneksel end\u00fcstrilere dayanan \u015firketlerin d\u00fcnyan\u0131n en de\u011ferli 10 \u015firketi aras\u0131nda bariz a\u011f\u0131rl\u0131\u011f\u0131, 10 y\u0131l sonra 2019\u2019da bariz bi\u00e7imde \u2018nesnelerin interneti\u2019 kavram\u0131 \u00fczerinden tan\u0131mlanan yeni t\u00fcr \u015firketlerle yer de\u011fi\u015ftirdi.<\/span><\/p>

\u2605 \u2605 \u2605<\/span><\/p>

Bir \u00f6rnek vereyim... Bug\u00fcn\u00fcn en b\u00fcy\u00fck teknoloji \u015firketlerinin toplam varl\u0131\u011f\u0131 i\u00e7erisinde makine, te\u00e7hizat\u0131n pay\u0131 y\u00fczde 5\u2019i ge\u00e7miyor. Bug\u00fcn 1 trilyon dolar\u0131n \u00fczerindeki piyasa de\u011feri ile d\u00fcnyan\u0131n en b\u00fcy\u00fck firmas\u0131 kabul edilen Microsoft\u2019a bak\u0131n, makine ve cihaz gibi \u2018dokunulabilir\u2019 sermayenin toplam varl\u0131\u011f\u0131ndaki pay\u0131 y\u00fczde 4. Ger\u00e7ekten de Microsoft\u2019un, \u015f\u00f6yle makineleri t\u0131k\u0131r t\u0131k\u0131r \u00e7al\u0131\u015fan hangi fabrikas\u0131 g\u00f6z\u00fcn\u00fcz\u00fcn \u00f6n\u00fcne geliyor? Yok ki, nereden gelsin...<\/span><\/p>

Yine ilk s\u0131ralar\u0131 payla\u015fan Amazon ya da Google\u2019\u0131n ana \u015firketi Alphebet i\u00e7in de durum farkl\u0131 de\u011fil. Bak\u0131n listeye, art\u0131k d\u00fcnyan\u0131n dev \u015firketleri g\u00f6r\u00fcnmeyen, dokunulmayan \u015firketler!<\/span><\/p>

\u2605 \u2605 \u2605<\/span><\/p>

Sermayedeki de\u011fi\u015fimi \u00fc\u00e7 kategoriye ay\u0131rarak detayland\u0131rmak m\u00fcmk\u00fcn: Birincisi, Microsoft, Google, Facebook gibi bir\u00e7ok \u00f6ne \u00e7\u0131kan \u2018teknoloji\u2019 \u015firketinin temelinde yaz\u0131l\u0131m var. Eskiden bu yaz\u0131l\u0131mlar\u0131n kay\u0131tl\u0131 oldu\u011fu CD\u2019leri bari g\u00f6rebiliyor, dokunabiliyorduk. Nesnelerin interneti yayg\u0131nla\u015ft\u0131\u011f\u0131ndan beri o da yok. G\u00f6rm\u00fcyoruz ama \u2018indirebiliyoruz\u2019. Adeta elektrik gibi, g\u00f6remiyorsunuz ama \u00e7arp\u0131yor. Bu sermayenin ikinci bir \u2018g\u00f6r\u00fcnmeyen\u2019 y\u00fcz\u00fc daha var. Bu y\u00fcz, tasar\u0131m, ara\u015ft\u0131rma-geli\u015ftirme, veri madencili\u011fi gibi alanlar\u0131 kaps\u0131yor. E\u011flence d\u00fcnyas\u0131na y\u00f6nelik oyunlar da bu alan\u0131n\u0131n i\u00e7erisinde. Yaz\u0131l\u0131m bu y\u00fczde de \u00f6nemli bir role sahip. \u00dc\u00e7\u00fcnc\u00fc kategoride ise e\u011fitim var. Pazarlama ve \u015firketlerin organizasyonu var. Tabii finansman da... Bu alanlar daha \u00f6nce de vard\u0131. Bunlara zaten tam dokunam\u0131yorduk ama \u015fimdi dijitalle\u015fmeyle birlikte dokunulmazl\u0131k taraflar\u0131 iyice belirginle\u015fiyor. Uzaktan e\u011fitim, e-kitap, dijital pazarlama gibi...<\/span><\/p>

\u2605 \u2605 \u2605<\/span><\/p>

Blockchain, yapay zeka, 5G teknolojisi... Say\u0131n sayabildi\u011finiz kadar. Yeni teknolojilerin ortaya \u00e7\u0131kard\u0131\u011f\u0131 neredeyse b\u00fct\u00fcn yeni i\u015fler, g\u00f6r\u00fcnmeyen, dokunulmayan ekonomi kaynakl\u0131. Belki 100 y\u0131l iddial\u0131 olur ancak en az birka\u00e7 on y\u0131l daha da \u00f6yle olaca\u011f\u0131 anla\u015f\u0131l\u0131yor. \u2018Dokunulmayan ekonomi\u2019 ne i\u015f yap\u0131yor olursak olal\u0131m hepimizi etkileyecek. \u00c7ok yak\u0131nda, \u00e7ok daha fazla hissedece\u011fiz. <\/span>
Sizinle bu sayfada payla\u015ft\u0131\u011f\u0131m en taze, \u2018en b\u00fcy\u00fck \u015firket\u2019 s\u0131ralamas\u0131nda ikinci s\u0131rada yer alan Amazon, T\u00fcrkiye\u2019ye geleli daha bir y\u0131l bile olmad\u0131. Amazon ve temsil etti\u011fi e-ticaretin perakende sekt\u00f6r\u00fcn\u00fc nas\u0131l de\u011fi\u015ftirmekte oldu\u011funu g\u00f6r\u00fcyoruz. <\/span><\/p>

Ya pazar paylar\u0131ndaki de\u011fi\u015fim? Onu da yak\u0131nda hissedece\u011fiz. \u2018Nereden biliyorsun\u2019 derseniz Amerika\u2019dan biliyorum. Ortada rakamlar var. Bu y\u0131l bitmeden ABD\u2019deki t\u00fcm e-ticaret sat\u0131\u015f hacminin yar\u0131s\u0131n\u0131 tek ba\u015f\u0131na Amazon yap\u0131yor olacak.<\/span><\/p>

Amazon, \u2018bulut\u2019 teknolojilerinde de y\u00fczde 35 pazar pay\u0131na sahip. Elle tutam\u0131yorsunuz ama i\u015fler tek elde toplan\u0131yor.<\/span><\/p>

\u2605 \u2605 \u2605<\/span><\/p>

Amazon sadece bir \u00f6rnek. Dokunamad\u0131\u011f\u0131m\u0131z, elle tutamad\u0131\u011f\u0131m\u0131z sermaye, varl\u0131\u011f\u0131n b\u00fcy\u00fck b\u00f6l\u00fcm\u00fcn\u00fc olu\u015fturmaya ba\u015flad\u0131. Bu geli\u015fmenin i\u015f hayat\u0131na gelmekte olan de\u011fi\u015fimi mutlaka fark ediyoruz ancak sonu\u00e7lar\u0131n\u0131n neler olabilece\u011fi, i\u015fimizi nas\u0131l \u015fekillendirece\u011fi konusunda fazla kafa yormuyoruz. Amazon, T\u00fcrkiye\u2019de faaliyetlerine 2018 eyl\u00fcl ay\u0131nda ba\u015flad\u0131. Ayn\u0131 tarihte, \u015firketin kurucusu Jeff Bezos, d\u00fcnyaya \u015funlar\u0131 s\u00f6yl\u00fcyordu: \u201cAmazon, batmayacak kadar b\u00fcy\u00fck de\u011fildir. Asl\u0131nda bir g\u00fcn Amazon\u2019un t\u00fckenece\u011fini ve batabilece\u011fini tahmin edebiliyorum. B\u00fcy\u00fck \u015firketlerin ya\u015fam d\u00f6ng\u00fcs\u00fcne bakacak olursan\u0131z, hayatta kal\u0131\u015f s\u00fcrelerinin 30+ y\u0131l oldu\u011funu g\u00f6r\u00fcrs\u00fcn\u00fcz. 100+ y\u0131l de\u011fil. \u015eirketlerin hayatta kalma s\u00fcrelerini uzatmalar\u0131n\u0131n en kilit noktas\u0131, m\u00fc\u015fteri konusunda tak\u0131nt\u0131l\u0131 bir tutum i\u00e7inde olmas\u0131d\u0131r. Ve bunun aksine kendi i\u00e7lerine hapsolmamas\u0131d\u0131r. M\u00fc\u015fteri yerine kendi i\u00e7imize odakland\u0131\u011f\u0131m\u0131zda, sonumuzun ba\u015flang\u0131\u00e7 noktas\u0131nda yer ald\u0131\u011f\u0131m\u0131z\u0131 bilelim.\u201d<\/span><\/p>

\u2018Dokunulmayan ekonomi\u2019 her ne kadar dokunamasak da bir ger\u00e7ek. O herkese dokunuyor. Bu alan\u0131n nimetlerinden pay alman\u0131n yol ve y\u00f6ntemini geli\u015ftirmek KOB\u0130\u2019lerimiz i\u00e7in ya\u015famsal \u00f6nemde. Yol ve y\u00f6ntem geli\u015ftirirken neye odaklan\u0131lmas\u0131 gerekti\u011fini ise Bezos net bi\u00e7imde vurguluyor: M\u00fc\u015fterileriniz...<\/span><\/p>

\"\"SERMAYE OLMADAN KAP\u0130TAL\u0130ZM<\/strong><\/span><\/p>

Bu yaz\u0131da ele ald\u0131\u011f\u0131m\u0131z konularla ilgili olarak bir s\u00fcre \u00f6nce bir kitap yay\u0131mland\u0131. Ad\u0131: Sermaye Olmadan Kapitalizm... (Capitalism Without Capital) 2017 sonunda yay\u0131mlanan bu kitab\u0131n yazarlar\u0131 Jonathan Haskel ve Stain Weslake. \u2018Bill Gates\u2019in elinde d\u00fc\u015f\u00fcrmedi\u011fi kitap\u2019 olarak da an\u0131lan bu \u00e7al\u0131\u015fmada \u2018dokunulmayan ekonomi\u2019 anlat\u0131l\u0131yor. Microsoft\u2019un kurucusu, GatesNotes blog\u2019una kitap i\u00e7in \u2018global ekonominin yeterince dikkate al\u0131nmayan en b\u00fcy\u00fck trendlerinden biri\u2019 diye not d\u00fc\u015fm\u00fc\u015f.<\/span><\/p>

DOKUNULMAYAN \u0130LE DOKUNULUR OLANIN \u0130\u015eB\u0130RL\u0130\u011e\u0130<\/strong><\/span><\/p>

Yaz\u0131l\u0131m i\u00e7in \u00fcretim hatt\u0131, otomobillerin \u00fcretim hatt\u0131ndan radikal olarak farkl\u0131. Yine de bu, \u2018dokunulabilir\u2019 elle tutulabilir sermayenin tamamen saf d\u0131\u015f\u0131 kald\u0131\u011f\u0131 anlam\u0131na gelmiyor. \u00d6n\u00fcm\u00fczdeki d\u00f6nem, \u2018dokunulabilir\u2019 ve \u2018dokunulmayan\u2019 sermayelerin daha fazla i\u015fbirli\u011fine tan\u0131k olacak. Son \u00f6rneklerden biri, BMW-Tencent i\u015fbirli\u011fi... Piyasa de\u011feri bak\u0131m\u0131ndan d\u00fcnyan\u0131n en b\u00fcy\u00fck \u015firketler s\u0131ralamas\u0131nda, 2019\u2019un ilk 6 ayl\u0131k sonu\u00e7lar\u0131na g\u00f6re en b\u00fcy\u00fck 10 firma aras\u0131nda yer alan \u00c7inli oyun \u00fcreticisi Tencent, ge\u00e7enlerde BMW ile otonom otomobillerin geli\u015ftirilmesi \u00fczerine \u00c7in\u2019de kurulacak bir tesis \u00fczerinde anla\u015ft\u0131. \u0130ki firman\u0131n m\u00fchendisleri bu tesiste otonom s\u00fcr\u00fc\u015f teknolojileri geli\u015ftirecek. <\/span><\/p>

\u2018BRAIN\u2019 DEVR\u0130M\u0130<\/strong><\/span><\/p>

Brain son d\u00f6nemde ortaya \u00e7\u0131kan yeni bir tan\u0131m. Daha \u00e7ok, \u2018brain devrimi\u2019 olarak an\u0131l\u0131yor... Bildi\u011finiz gibi \u2018brain\u2019 \u0130ngilizce \u2018beyin\u2019 demek. BRAIN tan\u0131m\u0131n\u0131n ise do\u011frudan \u2018beyin\u2019 s\u00f6zc\u00fc\u011f\u00fc ile bir ilgisi yok. Ama \u2018beyin\u2019 s\u00f6zc\u00fc\u011f\u00fc tan\u0131ma da olduk\u00e7a yak\u0131\u015fm\u0131\u015f. Nedeni \u2018brain\u2019 kelimesini olu\u015fturan kavramlarda gizli. \u2018Brain\u2019 tan\u0131m\u0131 baz\u0131 kelimelerin ba\u015f harflerinden olu\u015fuyor: \u2018b\u2019 harfi \u2018biyoteknoloji\u2019, \u2018r\u2019 harfi robotiks, \u2018a\u2019 ve \u2018i\u2019 harfleri, \u2018artificial intelligence\u2019 yani \u2018yapay zeka\u2019 kavram\u0131n\u0131, \u2018n\u2019 harfi ise nanoteknoloji\u2019 kelimesini temsil ediyor. \u2018Brain\u2019 devriminin kime ne faydas\u0131 dokunacak \u015fimdiden kestirmek zor. Ancak belli ki, \u00f6n\u00fcm\u00fczdeki d\u00f6nemde, hayat\u0131m\u0131z\u0131 en \u00e7ok \u2018brain\u2019 tan\u0131m\u0131n\u0131n i\u00e7eri\u011fini olu\u015fturan alanlar etkileyecek. \u0130\u015flerimizi, i\u015f yapma bi\u00e7imimizi de\u011fi\u015ftirecek.<\/span><\/p>

\"\"DEV \u015e\u0130RKETLER SIRALAMASI 10 YILDA DE\u011e\u0130\u015eT\u0130<\/span><\/strong>
(\u015firketlerin y\u0131l\u0131n ilk yar\u0131s\u0131 itibariyle piyasa de\u011ferleri, milyar dolar)<\/span><\/p>
2009<\/strong><\/span><\/td> <\/td> <\/tr>
PetroChina<\/span><\/td> 367<\/span><\/td> <\/tr>
Exxon<\/span><\/td> 341<\/span><\/td> <\/tr>
ICBC<\/span><\/td> 257<\/span><\/td> <\/tr>
Microsoft<\/span><\/td> 212<\/span><\/td> <\/tr>
China Mobile<\/span><\/td> 201<\/span><\/td> <\/tr>
Wallmart<\/span><\/td> 189<\/span><\/td> <\/tr>
China Communication<\/span><\/td> 182<\/span><\/td> <\/tr>
Petrobras<\/span><\/td> 165<\/span><\/td> <\/tr>
Jhonson+Jhonson<\/span><\/td> 157<\/span><\/td> <\/tr>
Shell<\/span><\/td> 156<\/span><\/td> <\/tr>
2019<\/strong><\/span><\/td>

<\/p> <\/td> <\/tr>

Microsoft<\/span><\/td> 1,050<\/span><\/td> <\/tr>
Amazon<\/span><\/td> 943<\/span><\/td> <\/tr>
Apple<\/span><\/td> 920<\/span><\/td> <\/tr>
Alphabet<\/span><\/td> 778<\/span><\/td> <\/tr>
Facebook<\/span><\/td> 546<\/span><\/td> <\/tr>
Berkshire Hathaway<\/span><\/td> 507<\/span><\/td> <\/tr>
Alibaba<\/span><\/td> 435<\/span><\/td> <\/tr>
Tencent<\/span><\/td> 413<\/span><\/td> <\/tr>
Visa<\/span><\/td> 379<\/span><\/td> <\/tr>
Jhonson+Jhonson<\/span><\/td> 376<\/span><\/td> <\/tr> <\/tbody> <\/table> \t\t\t\t","slug":"dokunulamayan-ekonomi-yukseliste","orjinalimage":null,"news_cover_min":null,"news_cover":null,"news_video_min":null,"news_video":null,"cropped_638x552":null,"cropped_310x208":null,"cropped_416x247":null,"cropped_197x247":null,"cropped_416x600":null,"cropped_1200x675":null,"tags":"K\u00f6\u015fe Yaz\u0131s\u0131","meta_title":"\u2018Dokunulamayan\u2019 ekonomi y\u00fckseli\u015fte","meta_description":"Hakan G\u00fclda\u011f","meta_keywords":"K\u00f6\u015fe Yaz\u0131s\u0131","view_count":1068,"yt":0,"ytid":"","ytimage":null,"imgdate":"2000-01-01 00:00:00","cuff_cover":null,"cropped_358x214":null,"cropped_842x474":null}]}}