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.
Weak Signals
The term "involution" has recently appeared more and more in China. At the core of the issue is China's manufacturing overcapacity issue, which has built over two decades of global trading with the West, and how it developed in a flood of cheap goods that benefit
Technology
For the next few weeks, I'm taking up the challenge of explaining all the mechanisms at play that lead a technological invention to become an innovation in the market. Which is probably more difficult than what physicists do when they try to explain the universe : )
Technology
For the next few weeks, I'm taking up the challenge of explaining all the mechanisms at play that lead a technological invention to become an innovation in the market. Which is probably more difficult than what physicists do when they try to explain the universe : )
Hot Takes
Tech journalists have started reviewing the first Humane "AI" Pins out of production, and as expected, they're a disaster—or, if you want to be nice about it, one of the most expensive proofs of concept in recent years. That raises the second question: should you
Hot Takes
Marc Andreessen is certainly famous for coining the notion that "software is eating the world." It was circa 2011, and since then, software has eaten the world. Meaning that every aspect of business and any corner of any market is now a) connected and b) dependent on only
Strategy
In June 2021, finance veterans Tom Wagner and Greg O’Hara orchestrated a seemingly masterful turnaround for bankrupt Hertz by pivoting towards electric vehicles (EVs) and securing deals with ride-hailing leaders like Uber and Carvana. At the heart of their strategy was a $1.3 billion IPO and a 100,
Hot Takes
As noted in my newsletter this week, Amazon is phasing out its checkout-less grocery stores with "Just Walk Out" technology (I'm making this separate post about it for future reference...). The technology, which relied on cameras and sensors to track purchases, is being replaced due to
Technology
For the next few weeks, I'm taking up the challenge of explaining all the mechanisms at play that lead a technological invention to become an innovation in the market. Which is probably more difficult than what physicists do when they try to explain the universe : )
Strategy
There's been much discussion recently about why Apple finally canceled its Apple Car project. The media consensus seems to be that Apple will have to face a product with too thin margins. This seems quite weird to me. Or you would have to believe that this giant, led
Consulting Kickstart
We close our limited edition newsletter by not shying away and genuinely trying to give you an answer to the BIG question: are you ready enough and should you go into consulting? (Oh, boy.)
Strategy
As we're witnessing in real-time, Microsoft and other GAFAMs are plucking every remotely interesting AI startup remotely interesting out of the market (either by acquiring them or having enough investment to control them); open innovation seems the best possible way of catching up with the fast-paced market turnaround.
Weak Signals
Elon Musk just announced he plans to counter cheaper competition from China with a $25,000 electric car. To get there, he wants to completely overhaul the century-old manufacturing logic pioneered by Henry Ford, where the car moves along an assembly line. Instead, he's envisioning an unboxed approach