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Hot Takes

Straightforward discussions on why often we disagree with the current hype, without filters or buzzwords.

293 posts from Hot Takes
Don't listen to your customers (look into their fridge)
July 12, 2024 by philippe

Don't listen to your customers (look into their fridge)

A recent and interesting story from Wired illustrates a core principle of non-incremental innovation: don't listen to your customers. How to Get Rich From Peeping Inside People’s FridgesForget the S&P 500. Look at the ice cream. This investor visits homes around the world to see...

Apple Intelligence won't 'just work' because of better AI
July 1, 2024 by philippe

Apple Intelligence won't 'just work' because of better AI

I've probably had a growingly negative opinion about Apple these last years, but I'd be ready to bet that Apple Intelligence (Apple's rebranding of AI) will underwhelm. My core experience is that companies don't solve strategic positioning and a lack of innovation...

Apple is playing a dangerous game of chicken with Europe
June 24, 2024 by philippe in Hot Takes

Apple is playing a dangerous game of chicken with Europe

Apple's new AI features, known as Apple Intelligence, along with updates in iOS 18, iPadOS 18, and macOS Sequoia, will seemingly not be available in the EU this year due to regulatory challenges. Apple is playing a dangerous game of chicken with Europe and has tagged the company...

Geopolitics reality check
June 2, 2024 by philippe in Hot Takes

Geopolitics reality check

Since I've been addressing the elephant in the technology and innovation room more and more, I thought it would be fair to share what I had in my news stream this morning while waking up... This is the exact moment in markets (and here, history) where weak signals...