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🟢 From drug discovery to virtual try-on shopping, what is Google telling us about AI?

🟢 From drug discovery to virtual try-on shopping, what is Google telling us about AI?

Google’s I/O 2025 was brilliant, busy, and borderline unfocused. It might be a pivotal moment in its evolution, not because of a singular breakthrough, but because it exposes the reality of navigating this AI moment for big tech and the rest of the industry. Let's unpack this.

The Slate Truck is, on paper, a masterclass in strategic Down-Selling

The Slate Truck is, on paper, a masterclass in strategic Down-Selling

While the automotive world chases premium margins and futuristic specs, Slate Auto has done the opposite: a barebones electric utility truck with no screen, no luxury features, and no pretense. Why is it a possible masterclass in business strategy? Glad you asked...

🟢 What should you learn from Apple's latest App Store debacle

🟢 What should you learn from Apple's latest App Store debacle

In recent years, Apple hasn’t launched a premium EV, built a VR empire, or even lately managed to defend its App Store business model. You might not care why they’re struggling, but there are two lessons here for you.

The 5 perimeters of "AI"

The 5 perimeters of "AI"

Instead of projecting the future of AI and speculating on how fast the technological roadmap will advance (or stall), it's far more effective to focus on understanding the specific perimeters in which AI can reliably operate today.

Jaguar is rebranding, taking no prisoners and everyone’s freaking out—good for them!

Jaguar is rebranding, taking no prisoners and everyone’s freaking out—good for them!

Jaguar has recently changed its logo: As you can imagine, since a few weeks ago every self-proclaimed brand expert, designer, and marketer is freaking out, endlessly explaining how the very conservative UK automotive maker bought by Tata in 2008 has just lost its soul. Even worse? They launched a teaser

Innovation groundhog day: Why corporations keep forgetting what they learn

Innovation groundhog day: Why corporations keep forgetting what they learn

Too many corporations treat innovation like a Groundhog Day loop—rotating junior teams every two years, erasing hard-earned insights, and wondering why nothing sticks. Unlike finance or R&D, innovation is rarely given the strategic continuity it needs to deliver real impact.

🟢 Brainstorming never worked (and it's OK)

🟢 Brainstorming never worked (and it's OK)

Brainstorming is the get-go ideation tool promoted in large part by US companies since the nineties or rock-star design companies like IDEO. Mostly? It doesn't work. Don't fret, let's see what you can do about it.

Mistral gagnant?

Mistral gagnant?

Just to follow up on the numerous exchanges I had about the NASDAQ yesterday and why Europe won't participate (not to mention win!) in the AI race: Take Mistral, the now (hopefully) famous French rock-star AI startup. They are still legally registered in France and, on paper, 75%

A talk about Kodak...

A talk about Kodak...

Yesterday, I was interviewed by André, a Master’s student in Lisbon, about Kodak vs. Fujifilm as a lens to explore why some companies survive strategic shifts while others don’t. His sharp questions led to a focused discussion. Here’s a condensed transcript of the key points.

Greed will end up solving climate change

Greed will end up solving climate change

Working on long-term trends is obviously getting tricky since a few months ago, and I guess I don't have to explain why anymore. Whether some key events will have long-term negative or positive impacts, businesses and innovators need some level of stability to invest in the future. Knowing

From social media to social credit: the creeping convergence of U.S. and Chinese citizen profiling

From social media to social credit: the creeping convergence of U.S. and Chinese citizen profiling

How to protect your phone at the US border is now an ongoing trope of many tech blogs, travel websites, and consumer magazines. Beyond the quite obvious geopolitical implications, we see in real-time a core transformation of how the US deals with online and social media privacy (or lack thereof)

China's guerrilla warfare on tariffs starts with luxury goods

China's guerrilla warfare on tariffs starts with luxury goods

If you've been on any social media recently, you've probably been hit by one of these videos initially pushed through TikTok. The script is always the same: a Chinese manufacturer demonstrating how they carefully craft high-end luxury bags with imported leather, high skills, and very aggressive

How many times can you say 'mistake' to your board?

How many times can you say 'mistake' to your board?

A powerful statement from Warren Buffett, writing Berkshire Hathaway's annual letter last February: Sometimes I’ve made mistakes in assessing the future economics of a business I’ve purchased for Berkshire — each a case of capital allocation gone wrong. That happens with both judgments about marketable equities — we