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
AI
Most organizations cannot ship the most basic applications imaginable with any consistency, and you're out here saying that the best way to remain competitive is to roll outĀ experimental technologyĀ that is an order of magnitude more sophisticated than anything else your I.T. department runs, which you
Strategy
Back in 2021, China accounted for more than 20% of Nike's worldwide sales. Fast-forward to today, and sales have steadily eroded below 15% without hope of recovering in the next few years. The reasons for this seemingly irreversible decline might be numerous, but at the core, it'
Hot Takes
Apple's new AI features, known as Apple Intelligence, along with updates in iOS 18, iPadOS 18, and macOS Sequoia, will seemingly not be available in the EU this year due to regulatory challenges. Apple is playing a dangerous game of chicken with Europe and has tagged the company
Strategy
One of the most useful concepts you need to deal with the explosive uncertainties building up in every market is certainly the notion of Grey Swans. And here we are: banks and financial institutions are beginning to recognize the severe implications of climate change on the housing market. What was
Insights2025
The core insight Fair warning: this week's insight will be less documented or rationalized than in the now-usual format, but (if I dare say so myself) it might be one of the most interesting. I'm starting to believe pricing will be more and more radicalized in
AI
Since 2021, and in close partnership with Microsoft, McDonaldās has been testing AI chatbots for drive-thru orders in about 100 locations. They just decided to pause this large-scale test. Why? Well, despite trail-blazing advancements with this technology, the small percentage of errors in AI systems has outsized consequences when
Newsletter
After a short break, we continue our series of 10 strategic insights to prepare for the high volatility brewing in all markets within the next few years...
AI
Two days ago, Apple announced that it would integrate artificial intelligence deep into its mobile OS. They call it Apple Intelligence because, well, Apple has to be Apple. The headline is that Siri will get some IQ points back and will eventually act like what we expect from a standard
Strategy
If I haven't cried out loud about China becoming a leader in battery technology and scale of production for years, no one has. Fast-forward to 2024, and incumbent industries in the West can only cry for tariffs and import regulations to try to save some of their market
Hot Takes
Citroƫn presented a few months ago a new small pickup concept car. As I always remind you, I have a reason for being (morbidly?) fascinated by automakers. I'm not working that much in the automotive sector, but I always care about it, as automakers are quite the big
Hot Takes
Since I've been addressing the elephant in the technology and innovation room more and more, I thought it would be fair to share what I had in my news stream this morning while waking up... This is the exact moment in markets (and here, history) where weak signals