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Hey Tesla, what is a platform?

Hey Tesla, what is a platform?

If you still need to understand what a platform is, look no further than Tesla's announcement regarding its supercharger network. Other automakers recently licensed the use for it. Tesla is slowing its deployment. Tesla Axes Most of Supercharger Team in Blow to Other AutomakersTesla Inc. eliminated almost its

How to close the gap with competitors when your venerable brand slows you down?

When discussing innovation (changing the market), it's often overlooked that your brand will hold you back, sometimes drastically. A brand embodies your market's tacit and explicit expectations about what you deliver. If in doubt about it, or even if you don't know how much

Energy is the key bottleneck for AI in the next few years...

Energy is the key bottleneck for AI in the next few years...

In a recent interview with Dwarkesh Patel, Mark Zuckerberg addressed the mother of all bottlenecks when on how AI could sustain its explosive market progression: energy. 📖Here's the transcript of the video, rewritten just a tad to make it more legible (all italics and bolds are me emphasizing

The problem with Apple Vision Pro...

The problem with Apple Vision Pro...

I'm still trying to process the core reason why the recent Apple Vision Pro doesn't sit well with me as a product, as a platform, or as a strategic move for such a massive behemoth of a business Apple has become. A few days ago, I

Meta is now a paragon of openness (sort of)

Meta is now a paragon of openness (sort of)

Mark Zuckerberg has just announced a strategic shift for its VR headset as an open platform to whatever he thinks the metaverse could be. By licensing its Horizon OS to hardware manufacturers like Lenovo and Asus, collaborating with Xbox for a gaming-focused Quest, or accelerating the development of a spatial

Could the DMA force Apple to leave Europe?

Could the DMA force Apple to leave Europe?

A few weeks ago, I was interested in how U.S. tech journalists were dealing with the EU's finally imposing significant sanctions on digital 'gatekeeper' companies. In this debate, John Grubber, one of my long-time favorite American bloggers, discussing Apple, was seemingly outraged. Two key points