🔴 Can Google get AR off the ground?
Google announced a new AR glasses prototype. What to make of it?
Whether you deal with VR (virtual reality) or
☕️ The war for coffee is still raging
After two years of a global pandemic, quite a few retail businesses show their
weaknesses. As Warren Buffet famously said,
🔋 The obvious EV bottleneck
I presented last year how the systemic bottleneck analysis
was one of the key tools
🤖 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
🍔 Seeing beyond Foodtech
In 2021 I was working on a comprehensive benchmark of the Foodtech and Agtech
ecosystems worldwide for one of the
🇨🇳 Hedging the economic cold war China
In this article, I'd like to connect many dots I've been laying out regarding the future of China and what it now strategically implies for us in the West. You might have read a few things I wrote on this already, but I believe that the global picture is now apparent.
🇨🇳 The war for coffee
The war for coffee supremacy has been fierce for many years in China, and it's still heating up. Whether you're in the food market or not, this is one of the best proxies to understand Chinese consumers and our global economy.
🔫 Internet 3.0 is about geopolitics
In January, Ben Thompson wrote a prescient article about how the Internet was
now maturing from a pure economic scale
🍎 Apple hyper-scale engine is purring
Most successful companies have slim chances of sustaining their future business
because they are a one-trick pony. Not Apple.
🧬 The big unlock for biotech startups
Biotech startups may no longer need to get funded over their IP.
It's difficult to call it a trend yet,