Hot Takes
The newsletter today is about something different. I've recently been involved with several tech entrepreneurs wanting to reposition and improve their existing businesses. Not the usual large corporation with complex (and political) issues to deal with, nor the early-stage startup that still has to make sense of everything
Strategy
As I'm fairly conservative –quite the understatement– about the possible size and interest of the AR/VR market, I wanted to checklist everything positive about Apple's Vision Pro. The first reason is that it's always interesting to see both sides of a discussion for
Hot Takes
Six months ago, we decided that we were going to shift our way of working as the world was slowly coming back from the pandemic in slightly different ways. The main idea was to let go of jumping in planes and trains every week and settle back a bit more
Advanced
Everything I read from people that actually got to experience Apple's VR headset is the same. What an amazing solution with top-notch integration, state-of-the-art technology, and thoughtful interface design. (...) “breakthrough” is Apple’s term for a feature that identifies real human beings who approach you while immersed. They
Beginner
It's been a long time since I wrote about startups, and I thought it would be a good idea to help those of you with the idea of launching a startup in 2023 to set their expectations right. So, here's my default list of simple things
Beginner
Everyone trusts Apple will announce a mixed reality (XR) headset this week. A pair of goggles that will allow you to switch from VR to AR seamlessly. I'm quite incapable of seeing the appeal. And yes, I believe I do understand quite a few of the strategic intricacies
Hot Takes
For decades Ted Chiang has been my favorite living science-fiction writer. Winners of numerous Hugo and Nebula prizes (Nobel and Pulitzer for SF writers), he's always been writing at the intersection of hard technology and philosophy. No dudes fighting with physics-defying lightsabers and spaceships going vroom in the
Newsletter
Ten years ago, I wrote an article that would end up being key to how Stéphanie and I would define our business. The article's title was Small is Beautiful, a Vision of Excellence with Fewer than 10 Employees. I was arguing at the time that micro-enterprises might be
Advanced
I've been following NVIDIA for quite a few years as a company that initially pivoted from a hardware manufacturer for gaming PCs to a major player in computer graphic calculations and then a leading force in computational AI. And I initially thought that NVIDIA might become a trillion-dollar
Beginner
In just a few days, we'll know if Apple mixed reality goggles is a dead or live Shrödinger's cat. My bet consistently was against such a launch as there is no content nor problem to solve, and Apple never enters a market first. Or when they
Beginner
In a seminal keynote from 2011, Robert Stephens, founder of Geek Squad, became instantaneously famous – or infamous, depending on your current job description – by stating that advertising is the tax you pay for being unremarkable. The keynote is all over the place and more a stream of consciousness rather than
Newsletter
I often state that for innovators, there's not much difference between strategy and marketing, if any at all. Mostly, innovators don't have much time or bandwidth to get early adopters on board, so they must be practical about what they want to communicate. In my book,