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The obvious EV bottleneck

The obvious EV bottleneck

I presented last year how the systemic bottleneck analysis [https://www.icopilots.com/market-predictions-with-systemic-bottleneck-analysis/] was one of the key tools I've been using for years when discussing the future of any market. As a quick refresher: a systemic bottleneck is a turn point event that is building up

Amazon Whole Food: it's not about the store dummy

Amazon Whole Food: it's not about the store dummy

Only a few weeks ago closed most of its physical store's tryouts [https://www.icopilots.com/amazon-power-move/], but for Amazon Fresh and Whole Food. At the time, we discussed both the scale at which Amazon operates and their lust for automation. Right on cue, Amazon is pushing for

Is Glossier pulling a WeWork?

Is Glossier pulling a WeWork?

Glossier has been a trailblazer in the beauty market, and Emily Weiss considered one of the most successful entrepreneurs of these last years. After creating Into the Gloss, an immensely successful beauty and fashion blog garnering more than 10 million views a month, in 2014, Weiss launched Glossier, a direct-to-market

As tech crosses the chasm

As tech crosses the chasm

A key innovation signal is when technology gets past a certain point of adoption with early adopters and finds a beachhead to the early core market. This transition is what makes or breaks an innovation--adopting the 'new' by said core market. In 1991, Geoffrey Moore was the first

Seeing beyond Foodtech

Seeing beyond Foodtech

In 2021 I was working on a comprehensive benchmark of the Foodtech and Agtech ecosystems worldwide for one of the largest biotech clusters in Europe. Think of their role in the market as plucking the best deeptech startups ahead of the curve, bringing them the best nutrients possible to promote

Where's the crutch technology?

Where's the crutch technology?

I wrote about NFT technology yesterday and didn't want to get too much in the weeds in an already long post. Still, I'd like to point at a key concept that startups and corporate innovators often miss: the crutch technology. When you're pushing a