Hot Takes 🟢 What Europe actually loses when Apple withholds its AI (nothing much) On Apple, the European DMA, Siri AI, and the current lack of demonstrable value for consumer AI.
Hot Takes The product vs. service distinction wastes your innovation time Sit through enough innovation workshops in large organizations, and you will eventually
Innovation Strategy The Ferrari Luce is an innovation story, just not a very good one The outcry about the Luce's design is understandable. What it reveals about Ferrari's strategy is more interesting, and considerably more damning.
Newsletter 🟢 Is there an ROI for AI replacing your developers? A quick discussion on another aspect of AI hype and real costs: when AI is good enough, do you still need developers?
Hot Takes The AI "job-pocalypse" feels like a Y2K bug moment Fear often balloons when approaching transformational tech changes. Most of it is irrational, overblown, and (worse) hides the real dangers.
Newsletter 🟢 Future-proofing your AI strategy against US platform dependency A playbook for European industrial leaders who want to avoid the next platform lock-in.
Newsletter 🟢 What Audemars Piguet gets from the Swatch deal (not much) The AP x Swatch Royal Pop collection, launched on 16 May 2026, says everything about how mass consumer brands think about luxury, and very little about how luxury brands should think about themselves.
AI Who controls AI? The gatekeepers behind the model race The question of who wins the AI race is inseparable from who controls the infrastructure layers beneath it. And the answer may already be decided.
AI AI bottlenecks: 3 structural constraints that will decide what this technology actually becomes The cone is narrowing. Understanding the three concurrent pressures on AI development matters more right now than tracking model benchmarks.
Newsletter 🟢 China and the US are chasing AI supremacy in very different ways Two fundamentally different bets on how artificial intelligence creates value, and why the American model may be winning the technology race while losing the market one.
Innovation Strategy 🇪🇺 How to build a European incubator in 2026 - #3 The selection problem Parts 1 and 2 argued for a network-anchored geographic model and a private consortium funding structure. Part 3 addresses what happens when founders actually walk through the door (which is, in practice, where most serious incubation programs tend to underperform).