🟢 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...
🟢 Tech supremacy, yuan, gold, and scaling trust This is a bit of an odd edition of the newsletter as it addresses geopolitical events that I usually don't discuss. But, like most of you, probably, I was trying to give a cogent answer to the question: will there be an AI bubble explosion soon (spoiler: the answer is no).
🔵 Cruising in chaos - Part 6, Samsung vs. Vision Pro: First-mover or second entrant? In this series of articles, which started this summer, I explore the key differences between innovation during relatively stable times and our current market. After discussing a few theories and toolsets, let's explore some current efforts to deal with chaos and what we can learn from them.