🟢 What the video-game market tells us about innovation trends
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🟢 The more critical inflexion point in the global market? China is now doing luxury on its own.
China’s luxury market is shedding an old operating system where venerable Western brands were the most aspirational and properly untouchable. In 2025, brands you never heard of, for now, like Songmont or Laopu Gold, are now rising to prominence. This is the same tectonic shift that occurred ten years
“If you are competing on price, then maybe you don’t have a business.”
(Amjad Masad, CEO Replit)
🟢 The AI bubble discussion...
This week, let me put a quick nail in the 'bubble' discussion about AI. Being quite the cautious sceptic, I am about tech and know the usual hype curve perfectly well, so I don't think AI is going away anytime soon...