Strategy
🟢 Is Citroën's AMI leapfrogging Tesla's master plan?
On the surface, the success of the Citroën AMI as a light electric car is endearing. But despite its promises it might be a cautionary tale for the rest of us in the industry.
Strategy
How to get from insight to market in a complex, sometimes chaotic, fast-moving world.
What is a platform? Hardware edition
Following up on yesterday's article about Apple WWDC announcements, an obvious – and yet amazing – new possibility is to use an iPhone as a webcam for a Mac. Think about this: How many other platforms do we know that can interoperate software and hardware as seamlessly as that? Apple
🟢 Apple discretely unveils Apple cars; not the Apple Car
After yesterday Apple's WWDC 2022 annual keynote, it's difficult to zoom out from the myriad of software tweaks and products announcement (only a new Mac, really). Let's deep dive into what might have been discretely unveiled. Apple cars.
🟢 Can Google get AR off the ground?
Google announced a new AR glasses prototype. What to make of it? Whether you deal with VR (virtual reality) or AR (augmented reality) you need to solve three big problems at the same time: * Find a real market problem to solve at scale. * Build a hardware layer that is powerful
Strategy
The war for coffee is still raging
After two years of a global pandemic, quite a few retail businesses show their weaknesses. As Warren Buffet famously said, you find out who is swimming naked when the tide goes out. Selling coffee is one of these markets that is heavily shaken. After more than ten years of trying
Strategy
The obvious EV bottleneck
I presented last year how the systemic bottleneck analysis [https://www.icopilots.com/market-predictions-with-systemic-bottleneck-analysis/] was one of the key tools I've been using for years when discussing the future of any market. As a quick refresher: a systemic bottleneck is a turn point event that is building up
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
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
Strategy
🟢 Hedging the economic cold war China
In this article, I'd like to connect many dots I've been laying out regarding the future of China and what it now strategically implies for us in the West. You might have read a few things I wrote on this already, but I believe that the global picture is now apparent.
🟢 The war for coffee
The war for coffee supremacy has been fierce for many years in China, and it's still heating up. Whether you're in the food market or not, this is one of the best proxies to understand Chinese consumers and our global economy.
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
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