Since 2007, Philippe has collaborated with hundreds of startups and advised numerous multinational corporations on disruptive innovation strategies. He also teaches MBA courses in Europe and Shanghai.
Hot Takes
The iPhone experience in Europe is becoming more flexible and feature-rich, largely due to regulatory pressure pushing for greater consumer choice. Meanwhile, users in other regions, including the US, see fewer options. Europe is getting features like third-party app stores, custom browsers, and the ability to replace default apps, creating
Strategy
In 2023, General Motors (GM) made a rather ambitious move for an incumbent automaker—ditching CarPlay and Android Auto in favor of rolling out its own proprietary software layer in partnership with Google. The decision was met with a collective groan from both industry insiders and everyday drivers, as it
AI
Imagine you're one of the most advanced companies worldwide on AI technology and, at the same time, one of the largest, richest businesses on the planet with near infinite money for marketing and running ad campaigns. What would you pick as the perfect consumer use case for your
AI
A recent statement from Meta to Axios adds up to previous statements from companies like Apple regarding Europe: Meta plans to incorporate expansively the new version of its AI tools, which can reason across video, audio, images, and text (multimodal models), in a wide range of products, including smartphones and
Strategy
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
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
AI
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
Strategy
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'
Hot Takes
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
Strategy
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
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
AI
Since 2021, and in close partnership with Microsoft, McDonald’s has been testing AI chatbots for drive-thru orders in about 100 locations. They just decided to pause this large-scale test. Why? Well, despite trail-blazing advancements with this technology, the small percentage of errors in AI systems has outsized consequences when