Hot Takes Of the European car industry as a proxy for our geopolitical woes I began working with several prominent European automotive companies around 2012; at
Newsletter 🟢 The “Véli” question: Can a 'good' idea become a market? This is a topic I’ve been watching unfold for some time, and one I’ve chosen to remain relatively quiet about, as I know many lovely people involved in this field. But beyond the ‘feel-good’ aspect of it all, I believe it’s past time to switch to a more hardcore mode to get things done...
Hot Takes “If you are competing on price, then maybe you don’t have a business.” (Amjad Masad, CEO Replit)
Hot Takes Down-Selling vs. the low-cost trap: Does Apple get it? Apple is rumoured to develop a lower-cost Mac laptop, expected to
Hot Takes No, Nobel economists still haven't cracked down on how to innovate Philippe Aghion and Peter Howitt, recent Nobel Prize winners in economics, will end up shaping how European governments think about innovation for the next decades. And that's not good news.
Hot Takes The Vision Pro is officially a dud Last year, I was expressing clear doubts about the interest of Apple
AI We dream of HER, we fear HAL… but we’ll get SAP Like Sam Altman, we dream of HER. You know, Scarlett Johansson’s
Hot Takes Strategyzer and the Dunning-Kruger effect There's something no one really says out loud in the
Hot Takes It took me a few seconds to draw it, but it took me 34 years to learn how to draw it in a few seconds. In 2002, Citigroup — fresh from a merger between Citicorp and Travelers Group