How to get from insight to market in a complex, sometimes chaotic, fast-moving world.
A recent and interesting story from Wired illustrates a core principle of non-incremental innovation: don't listen to your customers. How to Get Rich From Peeping Inside People’s FridgesForget the S&P 500. Look at the ice cream. This investor visits homes around the world to see...
Back in 2021, China accounted for more than 20% of Nike's worldwide sales. Fast-forward to today, and sales have steadily eroded below 15% without hope of recovering in the next few years. The reasons for this seemingly irreversible decline might be numerous, but at the core, it'...
One of the most useful concepts you need to deal with the explosive uncertainties building up in every market is certainly the notion of Grey Swans. And here we are: banks and financial institutions are beginning to recognize the severe implications of climate change on the housing market. What was...
The core insight Fair warning: this week's insight will be less documented or rationalized than in the now-usual format, but (if I dare say so myself) it might be one of the most interesting. I'm starting to believe pricing will be more and more radicalized in...
After a short break, we continue our series of 10 strategic insights to prepare for the high volatility brewing in all markets within the next few years...
If I haven't cried out loud about China becoming a leader in battery technology and scale of production for years, no one has. Fast-forward to 2024, and incumbent industries in the West can only cry for tariffs and import regulations to try to save some of their market...