/ Inspiration

How to see markets beyond the curve, from a pure innovation perspective to leverage change and disruptions
🧐 Gauging a market innovation dynamism
/ Inspiration

🧐 Gauging a market innovation dynamism

A recent article from Horace Dediu (analyst extraordinaire) caught my eye recently. It crunched the numbers on what is the enterprise value of automotive companies worldwide in terms of 25 new entrants (<20 years old) and 31 incumbents, as reported by the OICA (International Organization of Motor Vehicle Manufacturers). The enterprise value is an interesting indicator as it is the company's market capitalization minus cash plus debt. As a sector that relies heavily on debt financing, it's a bet
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