Could the DMA force Apple to leave Europe?
A few weeks ago, I was interested in how U.S. tech
Hot Takes
Straightforward discussions on why often we disagree with the current hype, without filters or buzzwords.
China might be on the brink of 'involution'
The term "involution" has recently appeared more and more in
Humane AI Pin? Not even close...
Tech journalists have started reviewing the first Humane "AI" Pins
Infrastructure is eating the world...
Marc Andreessen is certainly famous for coining the notion that "software
Amazon and mistiming Moore's law
As noted in my newsletter this week, Amazon is phasing out its
The Apple car silent killer
There's been much discussion recently about why Apple finally canceled
What corporations usually get wrong about open innovation
As we're witnessing in real-time, Microsoft and other GAFAMs are
The worst way to compete against China
After more than a decade of keeping on thinking China was the
Of stock and flow in innovation consulting
A few days ago, I was reminded of how economists often categorize
🟢 Why money raised and startup valuation is the worst possible KPI
An ongoing discussion I'm frequently involved in is how chasing
AI is an acid test for the GAFAMs
Are we still calling the top U.S. tech companies GAFAM? Is
Nvidia is becoming the new Aramco
You might know Aramco...
Aramco, the Saudi Arabian American Oil Company, stands