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Hot Takes

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

296 posts from Hot Takes
Amazon and mistiming Moore's law
April 5, 2024 by philippe in Hot Takes

Amazon and mistiming Moore's law

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...

The Apple car silent killer
April 4, 2024 by philippe

The Apple car silent killer

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...

What corporations usually get wrong about open innovation
April 1, 2024 by philippe in Strategy

What corporations usually get wrong about open innovation

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....

The worst way to compete against China
March 28, 2024 by philippe in Hot Takes

The worst way to compete against China

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...

Of stock and flow in innovation consulting
March 26, 2024 by philippe

Of stock and flow in innovation consulting

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...

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