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Strategy

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

The hidden costs of AI

The hidden costs of AI

If you’re marveling at how cheap it seems to use AI, or how accessible it’s become to ask complex questions and get coherent answers, hold onto that thought—because the true costs of AI are anything but cheap. What we’re witnessing with hyperscale AI companies like OpenAI,

The electric vehicles paradox in Europe

The electric vehicles paradox in Europe

From a pure innovation standpoint, electric vehicles (EVs) should have shifted into high gear across Europe by now, achieving full market penetration. Yet, they’re lagging, stuck somewhere between early adopters and mainstream acceptance. For any true market-shaking innovation, once it crosses that “chasm” from niche adoption to broader appeal,

The long and painful history of GM with software

The long and painful history of GM with software

In 2023, General Motors (GM) made a rather ambitious move for an incumbent automaker—ditching CarPlay and Android Auto in favor of rolling out its own proprietary software layer in partnership with Google. The decision was met with a collective groan from both industry insiders and everyday drivers, as it

Don't listen to your customers (look into their fridge)

Don't listen to your customers (look into their fridge)

A recent and interesting story from Wired illustrates a core principle of non-incremental innovation: don't listen to your customers. How to Get Rich From Peeping Inside People’s FridgesForget the S&P 500. Look at the ice cream. This investor visits homes around the world to see

Nike should be your role model to innovate in China

Back in 2021, China accounted for more than 20% of Nike's worldwide sales. Fast-forward to today, and sales have steadily eroded below 15% without hope of recovering in the next few years. The reasons for this seemingly irreversible decline might be numerous, but at the core, it'

Grey swans are hitting the real estate market

Grey swans are hitting the real estate market

One of the most useful concepts you need to deal with the explosive uncertainties building up in every market is certainly the notion of Grey Swans. And here we are: banks and financial institutions are beginning to recognize the severe implications of climate change on the housing market. What was