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Game-changing innovation defies stage-gate processes. It’s not random; it can be seeded, nurtured, and strategically harvested.

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Don't listen to your customers (look into their fridge)
July 12, 2024 by philippe

Don't listen to your customers (look into their fridge)

A recent and interesting story from Wired illustrates a core principle of non-incremental innovation: don't listen to your customers. How to Get Rich From Peeping Inside People’s FridgesForget the S&P 500. Look at the ice cream. This investor visits homes around the world to see...

Apple Intelligence won't 'just work' because of better AI
July 1, 2024 by philippe

Apple Intelligence won't 'just work' because of better AI

I've probably had a growingly negative opinion about Apple these last years, but I'd be ready to bet that Apple Intelligence (Apple's rebranding of AI) will underwhelm. My core experience is that companies don't solve strategic positioning and a lack of innovation...

A fair point about implementing AI in your organization...
June 28, 2024 by philippe

A fair point about implementing AI in your organization...

Most organizations cannot ship the most basic applications imaginable with any consistency, and you're out here saying that the best way to remain competitive is to roll out experimental technology that is an order of magnitude more sophisticated than anything else your I.T department runs, which you...

Nike should be your role model to innovate in China
June 25, 2024 by philippe in Strategy

Nike should be your role model to innovate in China

Back in 2021, China accounted for more than 20% of Nike's worldwide sales. Fast-forward to today, and sales have steadily eroded below 15% without hope of recovering in the next few years. The reasons for this seemingly irreversible decline might be numerous, but at the core, it'...

Apple is playing a dangerous game of chicken with Europe
June 24, 2024 by philippe in Hot Takes

Apple is playing a dangerous game of chicken with Europe

Apple's new AI features, known as Apple Intelligence, along with updates in iOS 18, iPadOS 18, and macOS Sequoia, will seemingly not be available in the EU this year due to regulatory challenges. Apple is playing a dangerous game of chicken with Europe and has tagged the company...

Grey swans are hitting the real estate market
June 24, 2024 by philippe in Strategy

Grey swans are hitting the real estate market

One of the most useful concepts you need to deal with the explosive uncertainties building up in every market is certainly the notion of Grey Swans. And here we are: banks and financial institutions are beginning to recognize the severe implications of climate change on the housing market. What was...