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'...
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...
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...
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...
After a short break, we continue our series of 10 strategic insights to prepare for the high volatility brewing in all markets within the next few years...
Two days ago, Apple announced that it would integrate artificial intelligence deep into its mobile OS. They call it Apple Intelligence because, well, Apple has to be Apple. The headline is that Siri will get some IQ points back and will eventually act like what we expect from a standard...
If I haven't cried out loud about China becoming a leader in battery technology and scale of production for years, no one has. Fast-forward to 2024, and incumbent industries in the West can only cry for tariffs and import regulations to try to save some of their market...
