Toolbox 🟢 The explore/exploit fallacy in innovation I'm encountering more and more this explore/exploit framework with
Hot Takes Lab-grown meat arrives in Europe About ten years ago, I illustrated how technology and market cycles interacted
🟢 The war for coffee The war for coffee supremacy has been fierce for many years in China, and it's still heating up. Whether you're in the food market or not, this is one of the best proxies to understand Chinese consumers and our global economy.
Hot Takes Will EU ban bitcoin? (maybe) Fascinating move from the EU parliament that is trying to set up
Hot Takes Curbivore, mapping food-delivery innovation These last years I haven't been shy about my growing
Hot Takes Energy innovation is not dead While China is (for now) winning the tech race on commercial nuclear
Hot Takes VW short-termism culture The long string of short-sighted moves from automotive incumbents that painted themselves
Strategy Internet 3.0 is about geopolitics In January, Ben Thompson wrote a prescient article about how the Internet
Strategy Apple hyper-scale engine is purring Most successful companies have slim chances of sustaining their future business because
Weak Signals ATMs as canaries in the coal mine Working on innovation for so many years, you end up developing a