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Weak Signals

How to see markets beyond the curve, catch weak signals, and anticipate turnarounds to leverage change and disruptions

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

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

The worrying inflection point that US-based AI platforms will embrace

The worrying inflection point that US-based AI platforms will embrace

Elon Musk's surprise move of merging xAI with X (ex-Twitter) is a process that should have required at least four independent parties: each company and their respective investment banks. Here, the deal only involved Elon agreeing with Elon and Morgan Stanley agreeing with Morgan Stanley. This ensures that

Will AI win the Nobel for the U.S. from now on?

Will AI win the Nobel for the U.S. from now on?

Back in September 2022, I was reporting on digital and AI: (...) this Friday, I'd suggest we get some fresh air and a dose of solid optimism about what digital can achieve. How? Remembering that artificial intelligence cracked one of the most complex problems of modern biology this year:

How the U.S. intends to reboot its defense industry with an ex-Apple exec and startups

How the U.S. intends to reboot its defense industry with an ex-Apple exec and startups

While the U.S. Defense Innovation Unit (DIU) has supported national startups with $5.5 billion since 2015 to try and reboot this historically sluggish sector, their current outputs have been anything but satisfying. And if a few tech startups like Anduril Industries have thrived, Pentagon bureaucracy still ends up

China might be on the brink of 'involution'

China might be on the brink of 'involution'

The term "involution" has recently appeared more and more in China. At the core of the issue is China's manufacturing overcapacity issue, which has built over two decades of global trading with the West, and how it developed in a flood of cheap goods that benefit

Why cell manufacturing is replacing the Fordist paradigm (it's never about the car, you dummy!)

Why cell manufacturing is replacing the Fordist paradigm (it's never about the car, you dummy!)

Elon Musk just announced he plans to counter cheaper competition from China with a $25,000 electric car. To get there, he wants to completely overhaul the century-old manufacturing logic pioneered by Henry Ford, where the car moves along an assembly line. Instead, he's envisioning an unboxed approach