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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