Straightforward discussions on why often we disagree with the current hype, without filters or buzzwords.
Hot Takes
Tech journalists have started reviewing the first Humane "AI" Pins out of production, and as expected, they're a disaster—or, if you want to be nice about it, one of the most expensive proofs of concept in recent years. That raises the second question: should you
Hot Takes
Marc Andreessen is certainly famous for coining the notion that "software is eating the world." It was circa 2011, and since then, software has eaten the world. Meaning that every aspect of business and any corner of any market is now a) connected and b) dependent on only
Hot Takes
As noted in my newsletter this week, Amazon is phasing out its checkout-less grocery stores with "Just Walk Out" technology (I'm making this separate post about it for future reference...). The technology, which relied on cameras and sensors to track purchases, is being replaced due to
Strategy
There's been much discussion recently about why Apple finally canceled its Apple Car project. The media consensus seems to be that Apple will have to face a product with too thin margins. This seems quite weird to me. Or you would have to believe that this giant, led
Strategy
As we're witnessing in real-time, Microsoft and other GAFAMs are plucking every remotely interesting AI startup remotely interesting out of the market (either by acquiring them or having enough investment to control them); open innovation seems the best possible way of catching up with the fast-paced market turnaround.
Hot Takes
After more than a decade of keeping on thinking China was the low-cost sweatshop of the rest of the world, the U.S. and Europe are having a rude awakening. China is now publishing more patents than the rest of the world and, step by step, starts to dominate every
Hot Takes
A few days ago, I was reminded of how economists often categorize quantities into two main types: stock and flow. Stock refers to static quantities, while flow represents rates of change. For example, products in inventory represent stock, while orders and deliveries represent flow. Similarly, the movies available on Netflix
Newsletter
An ongoing discussion I'm frequently involved in is how chasing investment and capital raised as the key indicator for any startup ecosystem is not a KPI in any shape or form. But it's an indicator that the media loves, public authorities 'understand,' and worse,
Hot Takes
Are we still calling the top U.S. tech companies GAFAM? Is it magnificent seven now? I don't know or really care, to be honest. The term GAFAM is, in any case, transitioning to describe the old guard of digital giants, the ones that established dominance in the
Hot Takes
You might know Aramco... Aramco, the Saudi Arabian American Oil Company, stands as a dominant force in the global energy sector as the first oil producer worldwide. Since 1933, operating on a worldwide scale, Aramco has become a geopolitical bottleneck in a world where energy consumption is critical for economic
Hot Takes
I know I will have to stop writing about the automotive sector in Europe as I'm getting tired and sad about how they've been checking all the wrong strategic boxes for over a decade. And yet, although I feel we hit rock bottom, they seem to
Hot Takes
The consensus is not a surprise: everyone is waiting for Moore's law to kick in and make this device wearable. The hiccup is that we're talking about Moore's law as the one about microchip power, but other tech power laws about battery size (Koomey&