Twitter. As an artifice.<p>At least one major airline.<p>At least one EV player, consolidation is coming as is the common-rail product from the classic ICE car industry.<p>It's not impossible a couple of major states below G20 level will default on their national debt.<p>I expect a couple of high profile hedge funds exposed to crypto may come unstuck.<p>If the worldwide property model continues to drift there might be something there.<p>If the shift off oil and coal accelerated and those companies did not have gas investments to leverage they could look pretty bad. As could intermediary companies dependent on coal and oil supply/exploration specific goods and services.<p>If the Chinese state decided to teach Jack Ma a lesson then some of his vast empire might be taken off-line which would hit a lot of people.<p>Evergreen?<p>Quite a few economies wish Aramex or whatever its called in the locale would. And uber, and airbnb. Aramex are just awful at their fundamentals. Uber and airbnb turn out to be destructive of social amenity.<p>Yandex international has had to make some pretty big shifts. ZTE and Huawei likewise.<p>I thought reliance/jio would kill off at least one Indian telco but they survived.<p>I thought covid would kill off at least one airline.<p>I don't understand why HP still exists. Dell and Lenovo kill their business, printers aside and the HP printer market must be shrinking.<p>Classic camera brands shrank but survived. Just.<p>Village roadshow? Is cinema dead?
Not bankruptcy as such, but I am hoping 2023 is the year when we see some big tech break-ups.<p>Splitting Microsoft Azure from their productivity tools business is a tough sell, but seems to be the only way for investors to get an honest look at how their cloud business is doing.<p>Separating AWS from Amazon B2C businesses like retail and video would probably be a net positive for AWS, though it would also reveal that Emperor Jeff was naked all along - and Vice-Emperor Jassy is wearing cheap knock-off clothes from Alibaba.<p>With Google, there isn't much to split up - they do a pretty good job of murdering any non-advertising business units themselves. 2023 isn't likely to be the year they kill GCP, but I'd put money on it being gone well before 2030.
Blue Apron<p>Bed bath and beyond<p>Carvana<p>Opendoor<p>Countless startups who needed a round of funding in 2022, didn't get one, and will simply run out of money.
Intel will be very close to a bankruptcy if it doesn't start showing turnaround trends. Q4 2022 results will be critical especially when one sees they had a 1 billion $ net income for Q3 2022, down 85% from the same quarter 2021.<p>With the shutting down of their graphics division though portrayed as merger back into other groups, it's clear that the discrete GPU business is effectively shut down. None of their rest of the product line up shows a potential to be the one that starts the turnaround.<p>While they may have government grant for fabs, it won't be a surprise to see them to be Boeing in 2024/25.
Businesses with heavy amounts of debt that don’t have cashflow. I’m not sure how VC funding works but its possible future rounds of funding are impossible if a company doesn’t have some sort of road and measurable progress towards profitability.<p>Its also possible to see more financial related bankruptcies if they haven’t managed their risk profile appropriately (like in 2008/9 where they were all-in on MBS that failed). If operating processes in the banking world haven’t changed much then these could have a domino effect.