🟢 Of N-Curves And S-Curves
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🟢 Our digital framework is now interactive
This is going to be a short edition of the newsletter, but there's been quite a lot of work to give you an interactive version of one of our key frameworks. Hope you'll enjoy it!
🟢 Salesforce is going nowhere
There's been quite a commotion among legacy software companies like Salesforce and Oracle, with huge market-cap drops last week after some resounding announcements of new AI capabilities. Mostly, this is overblown. Here's why...
🟢 Big corps can't innovate? Think again.
This week, I'm getting a bit tired of hearing that innovation centers in big corps are useless. Let me push back on this a bit.
🟢 The AI bubble eats incumbent software giants
While we were waiting for an AI bubble burst, in two brutal sessions, the market ended up punishing the old digital economy for a different fear: that AI was about to replace parts of its business model sooner than expected.