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Strategy

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

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’

Mobility as a Service (MaaS) Report 📄

Mobility as a Service (MaaS) Report 📄

Our Mobility-as-a-Service Report (MaaS) commissioned by the French National Agency for Ecological Transition (ADEME [https://www.ademe.fr/en]) and the General for Infrastructure, Transport, and the Sea (DGITM [https://www.ecologie.gouv.fr/direction-generale-des-infrastructures-des-transports-et-mer-dgitm] ) is now available. It was researched and produced with my friends Julien de Labaca [http:

How Samsung Lost China

How Samsung Lost China

While being the uncontested leader in 2014, by 2020, Samsung had lost China entirely. From an 18% market share of the Chinese mobile phone market in 2014 to a measly 2% in 2018, by 2020, Samsung had virtually disappeared from the Chinese mainland market. What went wrong, and why should