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The winners and losers of the automotive industry paradigm change

The winners and losers of the automotive industry paradigm change

I've been discussing the automotive market for years here as (a) it's a fascinating mix of economic pressure meets technology disruption meets consumer behavior change meets geopolitical turmoil, and (b) I do work for various operators of this market ranging from startups trying to disrupt par

Fujifilm, a rare industrial pivot success story

Fujifilm, a rare industrial pivot success story

Today, we're talking about the rise and fall of film technology and how one company, Fujifilm, managed to pivot and adapt to new businesses. Fujifilm was established in 1934 as a subsidiary of Daicel with the aim of producing photographic films. For decades, Fujifilm dominated the camera film

How fast before Salesforce is out of business?

How fast before Salesforce is out of business?

As foreseen and predicted, Microsoft is already moving in to offer private instances of ChatGPT working on your Azure backend. What it means is that if you authorize it, you can now run Microsoft AI to digest specific clusters of your company's data, make sense of them and

The death of self-driving has been vastly exaggerated

The death of self-driving has been vastly exaggerated

I know what you think. Self-driving and autonomous cars have been promised with such enthusiasm that we'd thought they'd be all around already in 2020. Then... it got complicated. As a fair disclosure, I was also adamant about their fast propagation... in China (and maybe Japan)

Substack, just another Ponzi scheme on society

Substack, just another Ponzi scheme on society

It's 2023, and we still haven't learned much about social media or what is called in Silicon Valley lingo "tech" platforms. We got used to personal data leaks, bots posing as your friends, election meddling, hate speech, and far more. From Facebook to Twitter