The obvious EV bottleneck
I presented last year how the systemic bottleneck analysis
[https://www.icopilots.
Strategy
How to get from insight to market in a complex, sometimes chaotic, fast-moving world.
Amazon Whole Food: it's not about the store dummy
Only a few weeks ago closed most of its physical store'
Seeing beyond Foodtech
In 2021 I was working on a comprehensive benchmark of the Foodtech
🟢 Hedging the economic cold war China
In this article, I'd like to connect many dots I've been laying out regarding the future of China and what it now strategically implies for us in the West. You might have read a few things I wrote on this already, but I believe that the global picture is now apparent.
🟢 The war for coffee
The war for coffee supremacy has been fierce for many years in China, and it's still heating up. Whether you're in the food market or not, this is one of the best proxies to understand Chinese consumers and our global economy.
Internet 3.0 is about geopolitics
In January, Ben Thompson wrote a prescient article about how the Internet
Apple hyper-scale engine is purring
Most successful companies have slim chances of sustaining their future business because
The big unlock for biotech startups
Biotech startups may no longer need to get funded over their IP.
China now understands branding
In China Nike, Adidas, Mercedes, DolceGabana, and Dior are losing ground in
Retail disruption: brick and mortar 2.0
I was discussing this morning the announcement of a new Amazon retail
Lyft and Uber: commitment vs. hyper-scale
With Airbnb, Uber is probably now the last surviving hyper-scale startup of
Self-driving cars vs. Regulations
The U.S. Congress is only now begrudgingly considering what to do