🟢 Digital is over for Europe, now what?
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🟢 The “Véli” question: Can a 'good' idea become a market?
This is a topic I’ve been watching unfold for some time, and one I’ve chosen to remain relatively quiet about, as I know many lovely people involved in this field. But beyond the ‘feel-good’ aspect of it all, I believe it’s past time to switch to a more hardcore mode to get things done...
🟢 Want to foresee how AI will impact your business? Look at self-driving technology.
TLDR: Waymo's self-driving ups and downs are the typical template for how a properly disruptive tech is introduced to the market. The alternating hype and push-back phases are the best way to discuss what will happen next with AI.
🟢 The more critical inflexion point in the global market? China is now doing luxury on its own.
China’s luxury market is shedding an old operating system where venerable Western brands were the most aspirational and properly untouchable. In 2025, brands you never heard of, for now, like Songmont or Laopu Gold, are now rising to prominence. This is the same tectonic shift that occurred ten years