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Strategy

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

Seeing beyond Foodtech

Seeing beyond Foodtech

In 2021 I was working on a comprehensive benchmark of the Foodtech and Agtech ecosystems worldwide for one of the largest biotech clusters in Europe. Think of their role in the market as plucking the best deeptech startups ahead of the curve, bringing them the best nutrients possible to promote

Internet 3.0 is about geopolitics

Internet 3.0 is about geopolitics

In January, Ben Thompson wrote a prescient article about how the Internet was now maturing from a pure economic scale machine leveraging network effects (Internet 2.0) to politics, or more accurately, geopolitics (Internet 3.0). > It turns out that when it comes to Information Technology, very little is

Apple hyper-scale engine is purring

Apple hyper-scale engine is purring

Most successful companies have slim chances of sustaining their future business because they are a one-trick pony. Not Apple. Last month Scott Galloway discussed how Apple will probably do very well for the next ten years. His main argument is that Apple has mastered several aspects of business, from customer

The big unlock for biotech startups

The big unlock for biotech startups

Biotech startups may no longer need to get funded over their IP. It's difficult to call it a trend yet, but a significant part of the VC deal flow in this sector might be soon with startups letting go of public research tech transfer and/or patents. In

China now understands branding

China now understands branding

In China Nike, Adidas, Mercedes, DolceGabana, and Dior are losing ground in favor of national brands. These brands are the canary in the coal mine of two things I've been explaining since Trump's election in the U.S.: 1️⃣ The Chinese consumer is becoming increasingly proud