Newsletter
🟢 9 Strategic insights for 2025 - 1. There is no digital market
In this series, I will share the nine key insights I deeply believe you should be aware of to drive any business into our short-term and yet very volatile future...
Unlike crypto and the latest fads, artificial intelligence (AI) seems to be the most significant technology breakthrough since the Web. How do we know? Because it's already affecting you or your customers, and if you're not already preparing, your competitors certainly are. Here's what we think you should understand about it as it unfolds...
Newsletter
In this series, I will share the nine key insights I deeply believe you should be aware of to drive any business into our short-term and yet very volatile future...
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
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
AI
In case you need to pour more fuel on the debate of "Will AI replace consultants?", here's a quick one: The core shift is that whatever you do, there will be the equivalent of a live, up-to-date Wikipedia bot to address it. Just like writers, graphic
Technology
On Monday, Nvidia CEO Jensen Huang presented its annual developer conference. In all aspects, it seems like an extract from a science-fiction movie. With 11,000 people attending (not a typo!), the conference was held in San Jose SAP Hockey stadium–the irony of being in a SAP-branded venue shouldn&
Strategy
In the recent explosion of AI and large language model (LLM) applications, few developments have captured the imagination quite like the recent strides in video generation. The unveiling of OpenAI's Sora has sparked both excitement and trepidation within the tech community and beyond. While OpenAI's foray
AI
In the mid-'90s, a breakthrough occurred in the quest to decipher human language in the context of mapping and searching information in the nascent web. Researchers, notably Sergey Brin and Larry Page from Stanford, pursued innovative avenues to refine search quality. Ironically enough, instead of grappling with the
AI
Zach Seward (editorial director of AI initiatives at The New York Times) just gave a a cogent and educated deep-dive on how artificial intelligence has been (mostly) ill-used by media up to now, and (in a few cases) remarkably well. AI news that’s fit to printHow news organizations are
AI
Kayak, the travel booking aggregator app, has been offering a filter for a few months now that allows you to include or exclude certain planes from your travel research. This means that a great number of customers have been more than happy to filter out the Boeing 737 Max. Some
AI
I recently stole this chart from a U.S. think tank called the American Enterprise Institute, and it's fascinating. The charts essentially compound the price evolution of key consumer goods against inflation for the last +10 years: Mostly, the American think tank argues that the government is bad
Technology
Even without considering my deep love for Larry David, you have to admit that this is the best encapsulation of where Apple's efforts on making AI accessible on iPhones are at: As I was pointing out this week, the zeitgeist is not kind for incumbents GAFAM missing the
Hot Takes
Are we still calling the top U.S. tech companies GAFAM? Is it magnificent seven now? I don't know or really care, to be honest. The term GAFAM is, in any case, transitioning to describe the old guard of digital giants, the ones that established dominance in the