Straightforward discussions on why often we disagree with the current hype, without filters or buzzwords.
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
Hot Takes
Citroën 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
Hot Takes
Last July, I was writing about the death of the web. I wasn't alone and it wasn't the first time someone would dare type these oh-so provocative words. The web is dead. Long live the internetThe web -- not to mention social-media apps -- has been
Strategy
An interesting controversy started two days ago when the latest Apple ad promoting their new iPad model raised hell from... pretty much everyone. The video is the kind of high production value we're accustomed to with Apple, and it shows a huge hydraulic press crunching together musical instruments,
Hot Takes
If you still need to understand what a platform is, look no further than Tesla's announcement regarding its supercharger network. Other automakers recently licensed the use for it. Tesla is slowing its deployment. Tesla Axes Most of Supercharger Team in Blow to Other AutomakersTesla Inc. eliminated almost its
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
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
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
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
Hot Takes
As noted in my newsletter this week, Amazon is phasing out its checkout-less grocery stores with "Just Walk Out" technology (I'm making this separate post about it for future reference...). The technology, which relied on cameras and sensors to track purchases, is being replaced due to