AI
In a recent interview with Dwarkesh Patel, Mark Zuckerberg addressed the mother of all bottlenecks when on how AI could sustain its explosive market progression: energy. 📖Here's the transcript of the video, rewritten just a tad to make it more legible (all italics and bolds are me emphasizing
Hot Takes
I'm still trying to process the core reason why the recent Apple Vision Pro doesn't sit well with me as a product, as a platform, or as a strategic move for such a massive behemoth of a business Apple has become. A few days ago, I
Strategy
Mark Zuckerberg has just announced a strategic shift for its VR headset as an open platform to whatever he thinks the metaverse could be. By licensing its Horizon OS to hardware manufacturers like Lenovo and Asus, collaborating with Xbox for a gaming-focused Quest, or accelerating the development of a spatial
Hot Takes
A few weeks ago, I was interested in how U.S. tech journalists were dealing with the EU's finally imposing significant sanctions on digital 'gatekeeper' companies. In this debate, John Grubber, one of my long-time favorite American bloggers, discussing Apple, was seemingly outraged. Two key points
Weak Signals
While the U.S. Defense Innovation Unit (DIU) has supported national startups with $5.5 billion since 2015 to try and reboot this historically sluggish sector, their current outputs have been anything but satisfying. And if a few tech startups like Anduril Industries have thrived, Pentagon bureaucracy still ends up
Culture
In January 2009, Tim Cook, at the time Acting Apple CEO, was laying off his doctrine during Apple's first Earnings Call of the year: We believe that we’re on the face of the Earth to make great products, and that’s not changing. We’re constantly focusing
Weak Signals
The term "involution" has recently appeared more and more in China. At the core of the issue is China's manufacturing overcapacity issue, which has built over two decades of global trading with the West, and how it developed in a flood of cheap goods that benefit
Technology
For the next few weeks, I'm taking up the challenge of explaining all the mechanisms at play that lead a technological invention to become an innovation in the market. Which is probably more difficult than what physicists do when they try to explain the universe : )
Technology
For the next few weeks, I'm taking up the challenge of explaining all the mechanisms at play that lead a technological invention to become an innovation in the market. Which is probably more difficult than what physicists do when they try to explain the universe : )
Hot Takes
Tech journalists have started reviewing the first Humane "AI" Pins out of production, and as expected, they're a disaster—or, if you want to be nice about it, one of the most expensive proofs of concept in recent years. That raises the second question: should you
Hot Takes
Marc Andreessen is certainly famous for coining the notion that "software is eating the world." It was circa 2011, and since then, software has eaten the world. Meaning that every aspect of business and any corner of any market is now a) connected and b) dependent on only
Strategy
In June 2021, finance veterans Tom Wagner and Greg O’Hara orchestrated a seemingly masterful turnaround for bankrupt Hertz by pivoting towards electric vehicles (EVs) and securing deals with ride-hailing leaders like Uber and Carvana. At the heart of their strategy was a $1.3 billion IPO and a 100,