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Strategy

How to get from insight to market in a complex, sometimes chaotic, fast-moving world.

Meta is not shedding value because their metaverse sucks

Meta is not shedding value because their metaverse sucks

Startups are all about one big, hyper-focused core bet on the future. The lack of resources and time when you're starting a tech venture from scratch means you can only have this one bet. It works, or you crash. For multinationals? The innovation logic is vastly different. It&

The innovation (portfolio) rule of 120

The innovation (portfolio) rule of 120

To properly manage a corporate innovation portfolio, I often refer to the "120 Rule", to explain that innovation is a quantitative game. A few days ago, I picked up the following data on the gross multiple U.S. venture capital firms would get on their initial startup investments.

Wide vs Deep, the margin strategy of innovators

Wide vs Deep, the margin strategy of innovators

For years, Apple has been vastly underrated in many sectors, such as mobile or games, and now as an ad or financial service company. Mostly the reason is that Apple until it's late in the game, doesn't game a significant market share. Their focus is never

🟢 [ Looking back at ] how platforms and big tech scale

🟢 [ Looking back at ] how platforms and big tech scale

Pursuing my [ Looking back at ] series today by curating about digital platform scaling strategies, why network effects matter, and what we still have a hard time understanding about them (especially if you're a regular multinational in defense mode).

🟧 [ Dutch week ] ASML, the most strategic European giant you've never heard of

🟧 [ Dutch week ] ASML, the most strategic European giant you've never heard of

While most of you are probably returning to work this week, I've decided to share a few insights about the Netherlands' tech, design, and innovation. As a country which is only twice as big as London, it makes few headlines, so this might be an interesting exercise. Here goes...