I was a bit reluctant to jump in the bandwagon of analyzing the Covid_19 crisis we are all facing. But I’m already doing it anyway for two of our key customers, so I thought I’d share my strategic analysis. This will probably be in 3 parts and this is Part 1.
SoftBank recent fails and the imminent arrival of US tech investors in Europe is getting many tech and business journalists excited. I think we shouldn’t be so enthusiastic and rapidly refocus how we see tech investment in Europe.
Innovation trends such as « dark kitchens » in food delivery business, might seems far away from your market. You might actually not realize how they paint a target on your industry’s back.
Forecasts about technology might actually see where tech is going, but more importantly they put into light the underlying key cycles in society and the industry.
Although deepfakes might be discussed a lot these days, we might not realize that a deeper level the digital economy is shaped so that we don’t distinguish information from promotion anymore.
For the last ten years I’ve been in China at least once a year. As such, there is no way I consider myself an expert with deep understanding of this market. No, what I have now is a long string of snapshots, flowing together in an accelerated vision of how this market is evolving.