How to see markets beyond the curve, catch weak signals, and anticipate turnarounds to leverage change and disruptions
Weak Signals
Digital has become such a force that we've become blinded and frequently fail to understand the core mechanisms at play. Sometimes though, these mechanisms cut both ways. Let's discuss how removing friction is critical to leverage digital and can also become toxic.
Weak Signals
A recent article from Horace Dediu (analyst extraordinaire) caught my eye recently. It crunched the numbers on what is the enterprise value of automotive companies worldwide in terms of 25 new entrants (<20 years old) and 31 incumbents, as reported by the OICA (International Organization of Motor Vehicle Manufacturers)
Weak Signals
Leapfrog innovation is at the center of our practice; I thought it'd be nice to explain why. To my knowledge, the term leapfrogging was first coined in 1983 in an article in the European Economic Review called Preemption, Leapfrogging, and Competition in Patent Races and later reused by
Weak Signals
Vilfredo Federico Damaso PARETO (1848 - 1923) was probably one of the last humanists. With a life bridging the XIXth and the XXth century, he contributed to a vast array of fields ranging from engineering to philosophy, sociology, and, of course, economics. If he's well-known for discussing power
Weak Signals
Launched 2 years ago, Disney+ 152 million subscribers are now creeping up on Netflix's 223 subscribers. And while it would an endless debate to compare both streaming services' features, catalog content, brand value, or pricing, let's say that from now on, the future of Netflix
Weak Signals
I'm going back today on the innovation portfolio discussion from a different perspective. The one that is concerned about customer-centricity, why size is an unavoidable problem, and what to do about it.
Weak Signals
In March 1998, Neil Postman shared five key ideas about technological change with Denver University students. One of the key messages was that technology is always a trade-off, bringing something new and taking something else away simultaneously. You can read his wonderfully prescient talk and dive into the perspective he
Weak Signals
After installing massive screens in cars to look more like Tesla (and partnering with Nvidia along the way), automotive companies such as BMW, now try to find a reason to use the technology. New BMW Partnership Brings Video Games To Its Cars From 2023Just don’t expect to play a
Weak Signals
In our age of data supposedly reigning supreme, our data culture is still very coarse. The two most simple issues we're still struggling with in my experience? How much of a sample size do you need to get to statistical relevance and correlation is not causation. Both of
Weak Signals
In 2016, Clayton Christensen (father of the Innovator's Dilemma and professor extraordinaire at Harvard Business School) discovered that products didn't have intrinsic value and formatted the "job to be done" principle. In his own words: For me, this is a neat idea. When we
Weak Signals
Last June, I was pointing out how being able to seamlessly use the iPhone as a Mac webcam was speaking volumes about how Apple is not a product company, but a fully integrated hardware and software platform. I didn't mean to make a recurring theme of this "
Weak Signals
In 2018, a 5th grader mathematics problem given in a school in China took some part of the internet by storm. The problem was as follows: If a ship had 26 sheep and 10 goats onboard, how old is the ship's captain? You might want to pause on