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No, a portfolio strategy is not 'spray and pray'

A few days ago, I pinned a long-form article by Dan Gray for further discussion. The article was reposted on LinkedIn from Twitter. The post was about the difference between VCs that try to invest smartly and those who simply pursue large numbers of investments and 'spray and pray.

“Natasha, this is a pencil. Everyone has access to a pencil, and likewise, everyone with a phone will be using AI, if they aren’t already. It’s how you use the pencil. You see?”

This was David Lynch discussing AI in the movie industry before his passing, just like a Photoshop for the mind.

The business winners and osers of the global AI race in 2025

In case you're still in doubt, real money has been made this year with AI. I was breaking down for one of our industrial customers where the big moves were made, and I was a tad surprised. Here's the breakdown of the big AI money makers

🔵 Cruising in chaos - Part 2, Shifting to specific mental models

In this series of articles for the summer, I explore the key differences between innovation during linear and relatively stable times and those like... now.

iyO Audio: Seeking the next iPhone moment (yes, here we go again)

iyO Audio is the latest startup trying to convince us that the future of computing isn’t in your pocket — it’s in your ear. Spun out of Google X in 2021, iyO is building what it calls the world’s first “audio computer”: a screenless, voice-controlled device designed to

🔵 Cruising in chaos - Part 1, What is chaos anyway?

Though many innovators claim to embrace risk, in practice, the vast majority treat it as a toxic spill, trying to avoid it. This series of articles explores the hidden forces of innovation: chaos, risk, and uncertainty, and how to leverage, not mitigate, them.

An end-of-reign atmosphere for Apple developer's conference?

While the rest of the tech world is doubling down on AI—and remember, I remain highly skeptical, especially when it comes to consumer markets—Apple has mostly unveiled transparent buttons for the Mac and windows for the iPad. Perhaps they’re quietly preparing a major comeback, treating this as

🟢 Pornhub "fight" isn’t about morality—it’s about preserving frictionless monetization

This weeks we talk about tits. Sort of. As Pornhub is "fighting" for consumers rights and individual liberties in Europe, it would be easy to get pulled in a debate about morality and personal freedom, when they really couldn't care less.

🟢 US startups are rebuilding old businesses with 3 people and AI — is this the future of intrapreneurship too?

All the "cool" US startups are scaling old business models, running with thousands of people, with AI and a skeleton crew. It’s fast, cheap, and working. After years of intrapreneurship theatre, this could be the real playbook corporates need.

7 Principles to survive as an early-stage deeptech startup

1. It's always the customers' problem The most common — and costly — mistake deeptech founders make? Believing that their tech roadmap is the business. It’s not. You're tech won't sell itself, and despite what you think, no one will see your brilliance out

The ROI of an innovation program in a high-uncertainty zone is not about predicting where the next big success will be. No one can do that. It's about having enough options to be several steps ahead, no matter what happens.

And being able to activate them quickly. At scale.

🟢 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

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

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.