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/ Business models and Strategy

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

🤖 Amazon Whole Food: it's not about the store dummy

🤖 Amazon Whole Food: it's not about the store dummy

Only a few weeks ago closed most of its physical store's tryouts [https://www.icopilots.com/amazon-power-move/], but for Amazon Fresh and Whole Food. At the time, we discussed both the scale at which Amazon operates and their lust for automation. Right on cue, Amazon is pushing for full-on automated

🍔 Seeing beyond Foodtech

/ Business models and Strategy

🍔 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

/ Business models and Strategy

🔫 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 settled;

🍎 Apple hyper-scale engine is purring

/ Business models and Strategy

🍎 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

/ Business models and Strategy

🧬 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 the pharmaceutical

👟 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 of its national brands.

🛍 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

end of global market paradigm

/ Business models and Strategy

🌐 Facing the end of the global market paradigm?

The global market paradigm is unraveling as we speak. While the US is slowly acknowledging that, no matter the metrics you’ll want to consider, they will be second to China within the next ten years; the rest of the world is already adjusting. Mapping the different national strategies to

Covid-19 - innovation copilots

/ Business models and Strategy

Covid-19 Crisis, Embracing turbulent times? – Part 3

As a follow-up to my series of articles on the Covid-19 crisis I’d like to share a few ideas on what corporations could do to adjust and embrace turbulent times. Now, a few words of warning. I generally dislike these kinds of discussion because they end up giving advice

china - innovation copilots

/ Business models and Strategy

How China innovation culture deeply differs from ours

Sharing a great quote fished by Nicolas COLIN [https://europeanstraits.substack.com/p/the-rise-of-a-new-china?token=eyJ1c2VyX2lkIjoxMDEzNTgwLCJwb3N0X2lkIjozNzU1MzgsIl8iOiJVZExHYiIsImlhdCI6MTU4NjkzNzE4OCwiZXhwIjoxNTg2OTQwNzg4LCJpc3MiOiJwdWItMTc1MDMiLCJzdWIiOiJwb3N0LXJlYWN0aW9uIn0.o7LCeOxbH2IvtUDeTkX1NRAdGeOretFOmQOssSbYbgY] on how China innovation culture compares to America (and the West). When ‘normal’ means the world is in flux, adapting to it is an on-going process of problem resolution. The

🧭 Understanding why we make predictions with Pierre Wack

🧭 Understanding why we make predictions with Pierre Wack

One of the most critical videos you can watch about managing uncertainty is one of the very few recorded interventions of the brilliant Pierre WACK. He was one of the (mostly) unknown heroes who single-handedly reinvented the business forecast discipline in the eighties with his scenario-planning approach. What do you

Covid-19 - innovation copilots

Covid-19 Crisis, A Strategic Analysis – Part 1

The Covid-19 crisis is probably just blooming as we speak. It might be a bit early or just callous to already seek opportunities. But it could be useful to understand the nature of this unprecedented crisis and prepare for what’s to come. But if only, this can also provide

Disneyland is not clean by mistake

/ Business models and Strategy

Disneyland is not clean by mistake

As I’m heading to give another 3 days MBA class on business models in Paris tomorrow, I’m preparing to exchange on many strategic topics. While there are quite a few very effective tools to help managers get a solid grip on no non-sense strategy, the one thing that

Samsung Keynote 2020 - innovation copilots - icopilots

⚙️ Can hardware manufacturers survive the platform economy?

Yesterday, Samsung announced its new flagship phones with a flock of new partnerships. This might seem business as usual for the Korean manufacturer that is struggling to live in the shadow of Apple’s overwhelming ecosystem. But something is happening. Maybe? Let me explain… Since 2019, Apple has been putting

💀 The case for self-cannibalization

💀 The case for self-cannibalization

The term “self-cannibalization” appears when a company launches a new product line, competing with one of its own. It is mostly a classic strategic move, implying that said company is phasing out some products to update their offer. In some cases, like in the fashion industry and their seasonal cycles,

Do you need your own Apple stores?

/ Business models and Strategy

Do you need your own Apple stores?

Today, Bose announced they’d be closing all of their stores in North America, Europe, Japan and Australia [https://www.theverge.com/2020/1/15/21067715/bose-shutting-down-retail-stores-layoffs-north-america-europe-japan-australia] . In their original 1993 thinking, the idea for such a chain of international retail stores seemed clear enough: > “Originally, our retail stores gave

video philippe méda - blendwebmix - icopilots

/ Business models and Strategy

Tech for Good?

If you follow me, you know I was in Lyon (France) last month to be the master of ceremony at BlendWebMix [https://www.blendwebmix.com/]. During two days, the idea of “Tech for Good” was discussed and debated by tech people, designers and businesses. With the strategic help of the