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The Splintering of the iPhone

The Splintering of the iPhone

The iPhone experience in Europe is becoming more flexible and feature-rich, largely due to regulatory pressure pushing for greater consumer choice. Meanwhile, users in other regions, including the US, see fewer options. Europe is getting features like third-party app stores, custom browsers, and the ability to replace default apps, creating

The long and painful history of GM with software

The long and painful history of GM with software

In 2023, General Motors (GM) made a rather ambitious move for an incumbent automaker—ditching CarPlay and Android Auto in favor of rolling out its own proprietary software layer in partnership with Google. The decision was met with a collective groan from both industry insiders and everyday drivers, as it

Google doesn't know what's the point of its consumer AI tools

Google doesn't know what's the point of its consumer AI tools

Imagine you're one of the most advanced companies worldwide on AI technology and, at the same time, one of the largest, richest businesses on the planet with near infinite money for marketing and running ad campaigns. What would you pick as the perfect consumer use case for your

A clear memo for the EU: the US economic cold war is not only with China

A clear memo for the EU: the US economic cold war is not only with China

A recent statement from Meta to Axios adds up to previous statements from companies like Apple regarding Europe: Meta plans to incorporate expansively the new version of its AI tools, which can reason across video, audio, images, and text (multimodal models), in a wide range of products, including smartphones and

Don't listen to your customers (look into their fridge)

Don't listen to your customers (look into their fridge)

A recent and interesting story from Wired illustrates a core principle of non-incremental innovation: don't listen to your customers. How to Get Rich From Peeping Inside People’s FridgesForget the S&P 500. Look at the ice cream. This investor visits homes around the world to see

Apple Intelligence won't 'just work' because of better AI

Apple Intelligence won't 'just work' because of better AI

I've probably had a growingly negative opinion about Apple these last years, but I'd be ready to bet that Apple Intelligence (Apple's rebranding of AI) will underwhelm. My core experience is that companies don't solve strategic positioning and a lack of innovation