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Weak Signals

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

Gauging a market innovation dynamism

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)

What is leapfrog innovation and why you should care

What is leapfrog innovation and why you should care

Leapfrog innovation is at the center of our practice; I thought it'd be nice to explain why. To my knowledge, the term leapfrogging was first coined in 1983 in an article in the European Economic Review called Preemption, Leapfrogging, and Competition in Patent Races and later reused by

Pareto on pricing

Pareto on pricing

Vilfredo Federico Damaso PARETO (1848 - 1923) was probably one of the last humanists. With a life bridging the XIXth and the XXth century, he contributed to a vast array of fields ranging from engineering to philosophy, sociology, and, of course, economics. If he's well-known for discussing power

Disney is now thinking as a tech platform

Disney is now thinking as a tech platform

Launched 2 years ago, Disney+ 152 million subscribers are now creeping up on Netflix's 223 subscribers. And while it would an endless debate to compare both streaming services' features, catalog content, brand value, or pricing, let's say that from now on, the future of Netflix

What will a new technology undo?

What will a new technology undo?

In March 1998, Neil Postman shared five key ideas about technological change with Denver University students. One of the key messages was that technology is always a trade-off, bringing something new and taking something else away simultaneously. You can read his wonderfully prescient talk and dive into the perspective he

BMW is trying to find a business model for their new in-car massive screens

BMW is trying to find a business model for their new in-car massive screens

After installing massive screens in cars to look more like Tesla (and partnering with Nvidia along the way), automotive companies such as BMW, now try to find a reason to use the technology. New BMW Partnership Brings Video Games To Its Cars From 2023Just don’t expect to play a