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Hot Takes

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

That's a wrap for 2022!

That's a wrap for 2022!

Before I pause posting for a few days, I wanted to reflect on what posting five articles a week for more than nine months achieved (including starting to grow organically a long-form newsletter discussing our tools and sharing market analysis) and what's next. Keep in mind that besides

The disruption of the MBA

The disruption of the MBA

The beginning of 2023 will be my next fully remote MBA class for students in Shanghai with Kedge Business School and Jia Tong University. As such, I keep reflecting on the value of what we deliver as guest lecturers or full-time professors in such programs. Business Model Design Class -

The acceleration fallacy

The acceleration fallacy

These last few days, there have been several comparisons about how fast ChatGDP reached 1 million users, and you probably caught a few of those. ChatGPT has crossed 1M+ users in just 5 days. To compare, it took Netflix 41 months, FB - 10 months, and Instagram - 2.5

Midjounrey, Chatgpt, and the pressure cooker effect of rupture innovation

Midjounrey, Chatgpt, and the pressure cooker effect of rupture innovation

All the recent commotion about midjourney, dall-e, stable diffusion or (even more recently) chatgpt is rather interesting. ChatGPT launched on wednesday. today it crossed 1 million users! — Sam Altman (@sama) December 5, 2022 The current hype illustrates perfectly the core laws of rupture innovation. 1. Ruptures are fuelled by a

The teslanomics of electric trucks

The teslanomics of electric trucks

You have probably read that Tesla is finally delivering its full electric class 8 semi-trailer truck, only three years late. And among the many reasons this truck has been delivered with such tardiness, one of them is probably worth remembering: the battery physics and economics simply didn't work.

The Model Y as a Big Mac index

The Model Y as a Big Mac index

I wanted to share an interesting snapshot from Bloomberg discussing the cost of a Tesla Model as a Big Mac index. The Big Mac index is a proxy often used to discuss purchasing power parity between different countries by comparing the price of the famous burger. Given that McDonald'

You can now find me on Post

You can now find me on Post

As I briefly explained a few days ago, I don't intend to spend much more time on Twitter with the current BS going on (which is, for me removing the few moderation rules and decency safeguards that led to banning Trump and a few others). For the same