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Strategy

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

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

Retail disruption: brick and mortar 2.0

Retail disruption: brick and mortar 2.0

I was discussing this morning the announcement of a new Amazon retail adventure: a physical apparel store. This is interesting on several levels: (1) Amazon keeps on pushing on the old economy, not only by making with its online store (and immense, semi-automated physical supply chain) but also by trying

Lyft and Uber: commitment vs. hyper-scale

Lyft and Uber: commitment vs. hyper-scale

With Airbnb, Uber is probably now the last surviving hyper-scale startup of the 2010s. But unlike Airbnb, Uber is not in good shape. On paper, Uber dominates ride-sharing worldwide with a massive footprint of over +100 million users and a dominant market share wherever it operates. Uber amounts to about

Self-driving cars vs. Regulations

Self-driving cars vs. Regulations

The U.S. Congress is only now begrudgingly considering what to do with self-driving cars. Don’t smile too much. Most of you are aware that deciding who is responsible in case of a fatal collision is not a piece of cake (lines of code won’t repay the families’