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Nvidia's market capitalization now surpasses Google's
February 18, 2024 by philippe

Nvidia's market capitalization now surpasses Google's

As of February 2024, NVIDIA commands a market capitalization of $1.793 trillion, securing its position as the third most valuable company globally based on market cap, remarkably surpassing Google in valuation (this will change in the next few weeks or days as Amazon might trade slightly better anytime soon)...

New MBA class on key tech trends
January 29, 2024 by philippe in Quick note

New MBA class on key tech trends

An update for those of you interested as I will deliver a new class for Kedge's MBA students in Paris/Shanghai about technology trends. Here's the syllabus: How Key Technological trends translate into innovation (or not) Key Points The ambition of this course is for students...

An update on the state of VR...
January 17, 2024 by philippe in Quick note

An update on the state of VR...

From Victoria Song after previewing extensively the new Apple Vision Pro: I kept replaying the demo over in my head. I know what I just saw. I’m just still trying to see where it fits in the real world. From yours truly two years ago when the Metaverse was...