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🟢 How far can you lock in customers? The HP case
After about 25 years in various positions, I'm still surprised that executive teams would consider that taking customers hostage (politely referred to as 'locking in') would be a sound strategy. I cannot count the number of persons I've met and sometimes work with that
🟢 Why, after 17 years, I start to trust the iPhone paradigm might start to unravel (Rabbit R1)
You know I'm monitoring quite a few weak signals in various markets. If I'm not a prospectivist, futurist, or even a trend analyst, it's something I trained into a long time ago as it allows me to feel out for long-term changes in a
🟢 The year you'll know about BYD
My discussion about China's rise as a leading tech and industrial superpower is not new. Bundled with this discussion is the fact that the way Chinese companies compete with European and American incumbents is complicated as they don't see markets as if they were lagging twenty
See you next year!
This is the time to pause, rest, and oxygen our minds away from work. I will restart the newsletter in January. If you're not yet away with your family and friends, you still can do a few things:
* Past editions of the newsletter you might have missed are
🟢 How to disrupt long-cycle markets, the Anduril case
For those of you, my readers, who are innovation actors in long-cycle markets, corseted by heavy regulations, strained by massive capital investment and precarious R&D projects, the way the defense market might be reinvented as we speak is a fantastic template to organize your own disruption. And the
🟢 Medness, the missing healthcare market
As someone working in the healthcare market, as well as tech gadgets and luxury regularly, I couldn't help monitor the rise of fitness trackers for many years, well before the birth of the Apple Watch.
Tech fitness has always been a glorified collection of gadgets at the intersection